Founders: BOA Metals Weekly
Zuck "Threads" Launch Targets Twitter
Good Morning. Last day for Founders access. Slow week for morning analysis.. good week for BOA content
BOA has a lot of weeklies out today including Metals. Note: their weekly coverage of Gold/Silver is now pretty regular which we count as an uptick in industry interest at investor levels and is consistent with their big reports on gold and Silver the last six months. Whether that translates into buying in miners or not, too early to tell. Remember, the BTC spot ETF hoopla steals a lot of thunder this time around.
Anyway, since they are writing on Chips and Metals, two favorites here, we’re reading them.
We will break the metals stuff out in premium today
TD CTA flows- Silver speculators are unusually net long.
BOA Metals Weekly
BOA- Meta Launches Twitter-killer “Threads”
BOA Chips Weekly
GS- EXXON
ING on Rate Cuts- pretty definitive predictions
