Is Biden's Geopolitical Nightmare at Hand?
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good Morning.BW3 is a Process, Not an Event. Today:* Premium: **Very nice slide deck by MUFG at Bottom*** Commentary: GeopoliticsMarkets Yesterday:US equities retreated on Thursday as investors weighed positive economic data against the timing of Fed rate cuts.Premium/Markets: China Tipping PointThe Hope: Biden’s financial path to re-election.. low oil, no opec fights, ignore geopolitics, deflect Israel, inflation down, sticks up, gold down. . he will talk about it when it happens… have seen…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.