MacroVoices #376 Tian Yang: When the Recession Becomes Obvious
Macro Voices
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The Long Gold Rally Could Be a Substantial Shakeout
Gold from a structural and cyclical point of view has made sense, right? It's been kind of our core allocation since the beginning of the year. Feels like we need to see some kind of move to shake the weak hands out of the market. But ultimately, I think if we do get a flush, we're kind of waiting for that. And then we'll look to reestablish long gold trades.
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