5 Comments

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

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

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Really informative, thanks.

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Thanks Vince, great info!

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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

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