Love your articles, I run a quant equities fund. On the gold thesis makes a ton of sense - but what reverses it? Seems like those forces re china a&b and us deficit will be true for quite some time in the future still and gold up 70% in a year - when is it “priced in”?
Definitely inspiring me to level up my process.
joyful to observe your thought process, thanks so much for sharing!
I really enjoyed this article, one of the best I've read in some time.
Love your articles, I run a quant equities fund. On the gold thesis makes a ton of sense - but what reverses it? Seems like those forces re china a&b and us deficit will be true for quite some time in the future still and gold up 70% in a year - when is it “priced in”?