For a while I reckoned the Globalists were gaming the Mkt;s shorting the SM and PM’s, buying rates and Oil…what I hadn’t thought of, is if they win, the unwind will look even better and here we are, the morning after and the SM is flying, Oil is down, rates are unch to down and no-one cares about Gold being up.
The talking heads will concentrate on the SM, being up…..