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Investment Thread - For all your money needs

The way I’ve seen it described is that with rates, the macro is trumping geopolitics, but it’s the reverse with gold. Gold is still viewed as a safe haven and we’re dealing with Ukraine/Russia and also Israel. With Treasuries, you not only have the Fed and a deteriorating long-term inflation outlook (higher for longer) but also a mountain of fresh issuance, rising deficits, and quantitative tightening.

Also, Asians have been buying a ton of gold over the last few years. Especially the Chinese (not just the government).
 
Good time to short DJT. The auditor questions it's viability long term.
 
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