5 Comments
User's avatar
Brit's avatar

Reallocation conversation was very instructive, thanks. So this may be frontrunning buy season client recommendations due to exogenous factors.

Expand full comment
VBL's avatar

That’s the play. Yes these guys are the ones long now!

Expand full comment
Dio NYC's avatar

Really informative, thanks.

Expand full comment
carlo's avatar

Thanks Vince, great info!

Expand full comment
Paul T's avatar

Vince,

John Williams from Shadow Stats says that inflation is understated by ~8%.

That would make the Real Yield ~ -6.5% and the inverted chart would align with a Gold price between 3250 and 3500

Expand full comment