NFTRH 452 Out Now

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You know I don’t hype; not bull scenarios nor bear. But in doing the Precious Metals and Bonds segments this weekend some talk about the run up to 2008’s big liquidity event cropped up. The reason this showed up in the PM and Bond segments is probably because inflation expectations are tanking because the “metallic credit spread” (H/T Hoye) AKA the Gold/Silver ratio and the US dollar may ride together as the 2 Horsemen. A would-be bear’s fantasy? Maybe. Maybe not.

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