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Lewis Johnson of Capital Wealth Advisors - Valuation is Destiny (EP.250)
Panic with Friends - Howard Lindzon
The Fed's Breakage of the Regional Banks
commodities need to be led by gold, in my opinion. We do own some other non-gold related commodity positions. I mean, frankly, the breakage is we're seeing take place in the banking market. And our view is that if that situation continues, meaning short term rates are high, banks cost a bank funding is high, then this has to create a problem in terms of bank lending in the back half of the year.
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