Buy real assets folks, it’s that simple pic.twitter.com/y5671lj4oA
— Michael A. Arouet (@MichaelAArouet) July 26, 2024
You have to appreciate these shakeouts in gold as the macro thesis remains intact.
The Fed’s hands are tied by the escalating cost of federal debt, increasing the likelihood of multiple rate cuts.
If history is any indication, a substantial drop in short-term interest rates… pic.twitter.com/7hc12aetSv— Otavio (Tavi) Costa (@TaviCosta) July 26, 2024
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