Housekeeping: NO FOUNDERS DISCUSSION TODAY. There was no CFTC update due to holiday. LOOK FOR A SPECIAL FOUNDERS POST TODAY 1
Key Timestamps:
0:00- Intro
0:38- Quick comment on yesterday’s The Bearish Buck Stops Here?
4:10- Final Word on Citi Report
We connect some dots in context of 3 reports: Miners, Oil, and Rate cuts; also footnoted here2
19:17- Flow Show starts
Recaps what Hartnett feels versus what his Euro clients feel.
27:58- More Gold comments.
