
New Silver Bulls / Cold War 2.0
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Housekeeping: Good Morning.
“The Gold reset is a process, not an event”
Today:
* Discussion: Cold War 2.0
* Analysis: New Silver Bulls
Discussion: Cold War 2.0
Premium Analysis:
Equity Recap:
US equities rallied on Friday after the September jobs report beat expectations. Large caps lagged small caps: S&P 500 (+0.90%) vs. Russell 2000 (+1.50%). MSCI Emerging Markets (EEM) and MSCI EAFE (EFA) rose 0.92% and 0.58% respectively.
Market News:
"Indian companies are moving to fill the gap left by the exclusion of…
The skinny
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