vs. SPY

A very short 'vs. SPY' post today focusing on two items that still look constructive vs. the USS Good Ship Lollypop. It is now over two months since China's large…

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The Golden Pompoms: “Gold Stock Bulls Gore the Bears”

As we transition along into what I think could be a good bull phase over the next year or two, I'll remain sensitive to who was appropriately cautious/bearish when called…

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