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#45: Michael Oliver On The ’Massive Momentum Structure’ In The Stock Market

Superinvestors and the Art of Worldly Wisdom

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The Momentum Structure of the Gold Price

Markets seem to be pricing in the transitory Fed narrative on inflation. If it proves to be inflation a little bit more sustainable, then people will begin to appreciate that stocks and bonds are not the place to protect myself from a Fed that's so far behind the curve. And it wouldn't take a ton of money to pour into gold to see it really take off.

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