@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).

Nicholas Crown
Nicholas Crown
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Region: US
Monday 10 August 2026 23:54:54 GMT
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nottriguy
nottriguy :
its all a major pump and dump
2026-08-11 02:54:10
1
mattfarvolden
Matt Farvolden :
letter
2026-08-11 00:24:44
2
pleasedontfindthis3
Grog :
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
bettyo74
Betty-O :
No way that refinery opens end of August.
2026-08-11 00:07:27
2
andrew_jakal
Andrew :
your making me itchy
2026-08-11 00:04:39
2
men_over_40
40 Plus :
Letter
2026-08-12 12:54:16
1
vickynguyen1984
Vicky Nguyen748 :
Letter
2026-08-11 01:22:59
1
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