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4min chapter
Central Bankers vs. The Bond Market | Roger Hirst
Forward Guidance
Buying Calls for a Reflation Breakout
If we can break 25 I think we can squeeze higher and gold's getting up back towards that 2000 level as well so where one goes the other tends to go volatility again is has come in on both gold and and silver. If you are nervous but want to play equities buy some calls because index volatility has come to levels which is attractive in terms of absolute level even though it might not be cheap related to what the indices are doing. Korea currently is telling me that yes it's broken out in absolute terms but in relative terms it's still struggling so I'll be looking at those too. Even if the dollar doesn't make it back to the highs even if it only retraces 50
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