Ain't Talking About Gold
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Housekeeping: Good Morning.
“The Gold reset is a process, not an event”
Today
* Discussion: Not talking about Gold
* Premium: BBG discusses Silver
Discussion: Silver Repatriation
Keep an eye on silver as it starts to pick up versus gold. The ratio between the two is historically low, leaving silver looking very cheap with plenty of potential upside.
Bloomberg Macro Economist Simon White is not buying the Tariff narrative as to why the metals are rallying.
The prevailing reason being given for gold’s rally is…
The skinny
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