Israeli-Hamas War: Special (Very) Gold Comment

***No Founders discussion today.***

Contents:

1. Special Metals Cot/CTA War Comment

   1. Gold Comment:

   2. War Premium:

   3. React, Reassess, Reality

   4. The Model Example: Iraq War 1

   5. CoT/ CTA Comment:

   6. Very Simple Game Plan

   7. TD on Gold

   8. TD on Silver

   9. BOA on Gold -very helpful

2. Geopolitical piece on stocks ( good short read)

3. JPM Week ahead

***No Founders discussion today.***

Have a 1 pm live interview with Tom Luongo on Tommy’s Podcast.

Will get the recording in podcast format out to you when available.

Gold Comment: