Time to Buy Small Caps?
MRKT Matrix
00:00
The Market's Bullish on Gold
In 2022, I think central banks bought about $71 billion worth of gold. They're seemingly on pace to do similar this year. The bank of China continues to seemingly sell treasuries by gold. All that is not manifested itself in the price in a meaningful way. But I will say this as well. I don't think the market is long of gold. I think the market's bullish on gold.
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