Wednesday PM Posts

PM Posts |

Housekeeping: This is the PM GoldFix post combining AM emails with additional intraday posts.

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Market Recap: No Punches Pulled

Given the electoral outcome this made perfect ( painful) sense. Trump won decidedly; and leaving no doubt is what made markets do what they did. There are plenty of drivers to take this market higher in the second half of the year. China, BRICS, Debt monetization… geopolitics.

However, the most important drivers right now are Macro Discretionary Funds and American ETF investors.

Continues at bottom…

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Morning Rundown:

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Macro-Economics/Commodities:

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Geopolitics/Elections:

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Founders:

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