Founders: Final Buy-Season Portfolio Update

RABO Early Look

Good Morning to everyone: There are several interesting points to report on. Gold and otherwise.. look for multiple posts today compartmentalizing them.

Rallies are being sold now. Trapped Sunday money is lurking above and needs to flush out. Not bearish, feels rangy above 2009…like butterfly time

Look for during the day:

• WSJ story on Gold

• COMPLETE GoldFix report on the events from Friday to Monday for Gold

• The “Too High for Too Long” pressure on Powell upramp

• Various special report coverage

  • Interestingly: No Bank report gold … the embargo is underway again. look for hit pieces in MSM now

Contents Below:

1. Morning Founders Reports list

2. JPM’s News Headlines

3. Data Schedule

4. Reports

5. Buy Season Portfolio Update

6. Caught Our Eye

1- Founders Reports List (PDFs at bottom)

1. JPM AM Intel

2. GSTrader1- Job report comments

3. GSTrader2- market updates

4. UBS Voice Note- Wage-Price spiral is not a thing

5. Early Look: Micheal Every’s new RABO Note

Caught Our Eye:

• 2 special notes on Equities and SOFR