GOLD: Five Weeks at US$4,000 Through a 38% Oil Shock. The Sellers Are Done.
Gold held US$4,000 for five weeks through a 38% oil shock and a hawkish Fed repricing. The sellers are done. BULLISH, FV US$4,780. Buy the flush,...
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Overview #70 - Choke Points
A review of recent events/data impacting our investment themes and outlook. We look at the recent evidence & mkt reaction to a second inflationary...
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Overview #79 — Dragged Up or Dragged Down
A review of recent events/data impacting our investment themes and outlook. We look at the breakout in bond yields and the dollar, which is...
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Overview #65 – A Tale of Two Central Banks
A review of recent events/data impacting our investment themes and outlook. We look at recent Central Bank decisions and the Iran/US MOU
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Why El Niño Is a Terrible Agriculture Trade
El Niño continues to receive a lot of attention and rightfully so. However, people often confuse the climate event itself with its investment...
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