Why Are We Wasting Money if Ukraine Can't Win?

Housekeeping: Good Morning. Allergy season.

After this [Ukraine] war is over, “money” will never be the same again…

-Zoltan Pozsar

Today:

• Premium: GS on Aussie Gold and Lithium

• Commentary: Gold levels

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Markets Yesterday:

US equities rose on Thursday ahead of the jobs report

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Premium: Goldman Sachs on Australian Lithium & Gold Coverage