It is more important than usual to be fine tuned on exactly why the gold sector, rising as it is with the general ‘anti-USD’ trade, is different.
We go into detail with analysis that may not flow as easy as the “China love trade”, ‘Gold to 5000 due to hyperinflation’ and ‘Gold to sky rocket as institutional money panics about inflation due to strong employment’ stuff you see out there. But we are not about easy, we are about right.
Also, #343 covers all the other usual macro market aspects.
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