Founders: Weekend Reading Pod
Gold, Oil, Macro, and Robots
Housekeeping: No Sunday Discussion. Happy Father’s Day
Good morning.
Over the past year, the amount of research relevant to gold, and now increasingly silver, has expanded materially. The coverage is no longer limited to direct metals analysis. It now runs through macro, monetary policy, geopolitics, energy, AI, fiscal risk, and market structure, all of which are becoming more important to the broader “Everything Hedge” framework.
We have been triaging this growing body of market research where possible, and we will continue to do so. For now, we are extending that process specifically for Founders on weekends.
Each weekend, when permitted, we will share copies or excerpts of the material we reviewed most closely between Friday and Sunday morning, along with TL;DR summaries and commentary to support your own decision analysis.
The goal is simple: curate what matters.
We want your time spent on signal, not on sifting through the growing volume of content we monitor while preparing for the trading week ahead. We review all of it, and at this point we spend nearly as much time filtering for reader relevance as we do reading the source material itself.
This week:
GSTrader Macro Recap- momentum is high still.
RBC on Oil, Gold, and the Iran War- Weak peace deal.
China is winning the Robot Race- They are