Portfolio +34.5% YTD, 2.2x the market since inception. Rates, deficits, and mean reversion: how I’m thinking about gold, silver, and copper from here.
Weekly #62: I Flagged Gold Early. Now Let’s…
Portfolio +34.5% YTD, 2.2x the market since inception. Rates, deficits, and mean reversion: how I’m thinking about gold, silver, and copper from here.