Housekeeping:
Good Morning. The past few weeks in Precious metals have likely been busy for everyone. As a result of the Gold Rush ( 32 Gold pieces last 7 days alone) we have an inbox filled with interesting Macro and Geopol analysis, (and some not so interesting) yet to be filtered for you all. Therefore, the aim this weekend is to catch you all up with only the ones that interested us and may interest you.
This first one is attached: The Monthly Global Macro Investor report published by Real Vision’s Raoul Pal.
What is a GMI report?
It is a lengthy institutional research service that helps investors navigate global trends and maximize investment potential. if you are familiar with Mr. Pal, it is heavy in crypto observations which do interest many of our Founders
The report includes analysis and commentary on macroeconomic and geopolitical data to help investors anticipate and manage risks. It is widely read by institutional investors and costs approximately $18,000 a year.
We are fortunate enough to get access to this issue and are sharing with Founders this month. It is also something we’d *consider* purchasing for Founders if there was enough interest.
Analysis: Macroeconomic and geopolitical data
Commentary: Commentary on current events and market trends.
Charts: That illustrate views on market trends and investment opportunities
Thematic: “Think” pieces
Here is the table of contents
Introduction
• A Review
• 2025
• Is the Trump Cycle Repeating?
Charts That Formed My Views
Life, The Universe, and Everything by David Mattin
Occupy Mars
What Do I Tell My Children? by David Mattin
NFTs – The World’s Most Valuable Blockspace
The Metaverse Gold Rush
Universal Consciousness
Lifestyle Chips
Enjoy your weekends