@nicholas_crown: This is what selectively bullish looks like - long certain names/themes, exposure outside equities, and ready to change your mind at a moment's notice (we did in gold and we're glad we did).
Make this make sense to me please gold rate sensitive rate cuts good, yes also inflation hedge if inflation goes up rates go up these not diametrically opposed confusing
2026-08-11 00:12:56
2
Betty-O :
No way that refinery opens end of August.
2026-08-11 00:07:27
2
Andrew :
your making me itchy
2026-08-11 00:04:39
2
40 Plus :
Letter
2026-08-12 12:54:16
1
Vicky Nguyen748 :
Letter
2026-08-11 01:22:59
1
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