《Why Bonds Could Trigger Next '1987' Style Stock Market Crash | Larry McDonald》
SIL目前是买入候选（建仓1/3至1/2），并计划后续加仓，因美联储因衰退风险从加息转向时矿商表现最佳。
我想开始买入 SIL。我在等待。我认为你可以建三分之一的仓位，甚至可能一半，但你必须准备好买入更多，因为如果我们再经历最后一次通胀飙升，而美联储看起来会大幅加息，加息的预期会上升。
那会加速通胀，抱歉，是衰退风险。然后当美联储不得不退让时，那才是黄金和白银矿业股真正表现良好的时候。
I want to start buying the SIL. Um I'm waiting. I think you could take a 1/3 position, maybe even a half, but you got to be prepared to buy more because if we have that one last inflation spike, uh and the Fed, it looks like the Fed's going to hike a lot. the perception of hikes will go up.
That will accelerate inflation, I'm sorry, recession risk. And then when the Fed has to back away, that's when the gold and silver uh miners really do well.