Portfolio +41.2% YTD, 3.0x the S&P since inception. Plus, the Treasury started buying back its own long bonds. Why gold jumped, the three dates I am watching and what does it mean to our positions.
Weekly #96: The Bessent Put, and Who Pays for…
Portfolio +41.2% YTD, 3.0x the S&P since inception. Plus, the Treasury started buying back its own long bonds. Why gold jumped, the three dates I am watching and what does it mean to our positions.