Why gold, real rates, the dollar, and equities may be aligning for the most important macro rotation of the next decade
Haven’t seen anyone else say anything like it although it’s frequently said by people that gold has outperformed S&P. Not the reason why tho
Great piece of research.
One the best research pieces I've read
🤝
Interesting read Stefan! Also 2028 is a Shmita year which ties in nicely with your analysis
Excellent. Data driven contrarian.
Do any of the developments coming from this current war change the thesis of this piece?
no
Haven’t seen anyone else say anything like it although it’s frequently said by people that gold has outperformed S&P. Not the reason why tho
Great piece of research.
One the best research pieces I've read
🤝
Interesting read Stefan! Also 2028 is a Shmita year which ties in nicely with your analysis
Excellent. Data driven contrarian.
Do any of the developments coming from this current war change the thesis of this piece?
no