Founders AM: "What does a rally in stocks, oil, crypto, and metals have in common?"

Institutional Insights

Housekeeping: Good Morning.

We picked up some new Founders. Welcome. The almost daily Founders AM/PM  post is very current  institutional level research and commentary.  Noone else does this (ZH can if they want to). If we see something related to all our interests (aside from Precious Metals and related concepts) it will be here first in raw form.

Don’t feel compelled to read all of it daily. You will develop preferences in whose research you like to read just like we do.  But these are the best morning comments by institutional trading desks in the market that we *sometimes* get and share in addition to the other features of Founders.

“November Bond levels and breaking their downtrend while gold and oil take out the highs. I stand by the logic I outlined yday on nominal assets + inflation”

-GSTrader Rich P.