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Bearish but Priced In
The Compound and Friends
The Three Drivers of Gold Price Inflation
Gold has made record highs as jc would tell us all in every currency so far except for the dollar But it looks like it's about to break out and of course it could fool everyone in reverse but uh turns out gold has not been a great inflation hedge so far. Maybe it plays catch up in the rest of this year Even though inflation might have peaked in rate of change terms Would that be a plausible story that you could get comfortable with so I I think the gold narrative is right now.
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