gold, page-3400

er, wombat ...

you asked for reference on tightening cycle -recession linkage. i provided. the rest of the post I struggle to extract a coherent point from.

yes - when the facts change I change my investment approach. going mentally hoarse repeating myself. when ive already said exactly when i was changing my view and why at the times i was changing it

anyway enough for me. im not getting into a longer discussion at 11pm on a Sat night.

gb