Q&A #146

Is there a Cold War 2.0 brewing in the Middle East? Does the June bottleneck surprise this year? How would we know? Is the euphoria justified? What’s the future for gold in the short run? Next year? Long term? Does TLT work as a hedge? Are JGBs at risk? What can we learn from Japan right now? And more.

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Weekly Recap #106

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Collateral as Currency, Part 1