The Brains Trust - 2021, page-611

interesting little period just here Dave
your call on DEG is looking solid here. nice ann on deg a week or so ago and goldies looking more solid. also Bundy if this is the bottom in gold just here it will be champers time
Dave i have been here many times before where both spx and gold look solid. i invariably have found it is one or the other. some money is flowing into goldies just here. is it as a hedge against risk in spx which you have accurately called or is it finally seeing gold led by silver as inflation starts
spx has won the battle since gfc days so interesting period for me.
if spx gets taken down then everything falls including goldies before goldies re the first to recover so i have some cash to spend if that happens
but my consumer stocks and uranium stocks. they normally are the first to fall. we did have a challenging week last week but looking healthy so far. if that was the fall and backtest then next period will see more growth
dow dax russell led the way last night
spx normally the traders index and more restrained so still anyones guess
could say a lot more but blind time for me just here
cheers