LOL

Lol politics is a wonderful thing

Yeah - very clear. I’m just surprised I haven’t heard much on it. Until now the story has been that permitting takes too long, but seems like it’s taking off

I think this recent episode has shown the benefits of maintaining an allocation in a bull market. Don’t wanna be too cute etc

Hey yeah I think it’s interesting that precious metals have a positive correlation to risk now.

The key thing for me is if hassett gets nominated it’s go time for PMs. Otherwise I think we could still chop around given how crazy it got in oct.

Perfect

All fair points Karthik - thanks for

I am partial to many arguments made in this article, but seems like you’re not? Even factoring in geopolitical shifts, China’s plan for many sectors has been clear since 2017

Sigh who needs AI when we have Slok slop

Ooo source?

Seems like roc has firmly turned positive, should have legs tbh

You not think so? Maybe it’s more of a “everyone says they’re bearish, but few have it on in size” thing?

It’s really poor form

Really really bad form

obr.uk/docs/dlm_upl...

They’ve released it early!