Could be a good week for Goldie’s. some big bets in the options market being placed on a reflexive bounce in the nasdaq due to predIctions the US CPI will come out cooler than expected on Wednesday and consequently the market will love it. If so 10 year yield should go lower and gold should pop. Will be good for Goldie’s in my opinion as there is still half a foot in the value camp. Good way to ride both waves. Dropping 10 year yield and value rotation.
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