
Confirmed: Silver and Gold Beat All Since 2019
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: Goldman’s 5 Ds on Commodities, ING on China effect* Commentary: Silver and Gold are better than almost all other investmentsSession Recap: US equities retreated on Wednesday as Treasury yields increased.Premium Markets: Goldman’s 5 DsWe remain selectively bullish commodities and expect commodity total returns to rise from 13% YTD to 18% by year-end. We see the 5D bull market trends will create structural opportunities in commodities…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.