Hi Seth,
Both you and Esh seem very switched on to the macro environment for Gold at the moment. Just wanted to ask you both, how can the markets be ignoring such fundamental signals that the bond markets are giving off? Losses across the board and interest rates rising way faster than even the sniff of the hope of inflation. But the market celebrates robust October housing starts, wow, right before the 10 year bond tanked and mortgage rates took off.
Fundamentals haven't changed, page-297
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