Hartnett: "The Trade Is Long Gold"

"the best hedge against dollar debasement, bond collapse, asset inflation, capitalist populism vs socialist populism politics of 2020s."

Warsh's Mark Antony Moment

The main point is to figure out what data Warsh is going to react to. The “reaction function” consists of two parts: i) The data that feeds into the equation; ii) The equation that processes the data to get an answer.



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