Why gold, real rates, the dollar, and equities may be aligning for the most important macro rotation of the next decade
Haven’t seen anyone else say anything like it although it’s frequently said by people that gold has outperformed S&P. Not the reason why tho
Great piece of research.
One the best research pieces I've read
🤝
Interesting read Stefan! Also 2028 is a Shmita year which ties in nicely with your analysis
Thought provoking. Will need time to fully digest but definitely worth the attention to ponder on
Excellent. Data driven contrarian.
Rates were rising during 2022, yet gold were also sideways up and up with rates stay high above 2% since 2022. Am i wrong or what ???
Yes. Look at 10 yr real rates.
Do any of the developments coming from this current war change the thesis of this piece?
no
Haven’t seen anyone else say anything like it although it’s frequently said by people that gold has outperformed S&P. Not the reason why tho
Great piece of research.
One the best research pieces I've read
🤝
Interesting read Stefan! Also 2028 is a Shmita year which ties in nicely with your analysis
Thought provoking. Will need time to fully digest but definitely worth the attention to ponder on
Excellent. Data driven contrarian.
Rates were rising during 2022, yet gold were also sideways up and up with rates stay high above 2% since 2022. Am i wrong or what ???
Yes. Look at 10 yr real rates.
Do any of the developments coming from this current war change the thesis of this piece?
no