Is the Fed Going to Be Lene With the Banks?

I'm extremely bullish on the banks globally as well. I think there's a huge rate cycle that's already begun. There's going to be a run on gold, in my opinion because we've had manias over the last 25 years. And people are looking for something to hold their hat on and obviously get overbought and come back down. But it does feel like a perfect storm to be longGold in this environment, for sure. Global central banks have been buying gold at record amounts - Dan Nathan.

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