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Founders Sunday Reading

Founders Sunday Reading

CTAs, Oil, NVDA, Trump, Wood, Good Macro

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VBL
Nov 17, 2024
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Founders Sunday Reading
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Chris Wood, Fear and Greed:

Jefferies G&f China Hopes And German Inflection Points 20241114
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Chris Wood Comment: As much as i have loved reading Chris over the years, am growing annoyed based on his coverage of China/Gold/BRICS these past 2 years. This guy, elder statesman that he is, sits in Asia literally. He has given such little attention to the goings on of BRICS and Gold given his positioning and experience its criminal. To be honest, my skepticism began when he actually covered the Oil for Gold Trade last year.. Exciting as it was to read my observations literally in print ( 5 years after they were initially noted); As I thought about it, how the hell could Chris Wood of all people JUST be hearing about it. Conclusion: He is phoning it in, or he is part of the “cover up”. I chose to believe he is phoning it in as an elder statesman. Others whose opinions I value and know him better agreed. Anyway…. I still read him, but more for pleasure than info now
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Chris Wood Comment: As much as i have loved reading Chris over the years, am growing annoyed based on his coverage of China/Gold/BRICS these past 2 years. This guy, elder statesman that he is, sits in Asia quite literally. He has given such little attention to the goings on of BRICS and Gold given his positioning and experien…

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