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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…

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