Triple Flag Precious Metals (TFPM) - Sunday, Dec 3, 2023
Gold is reaching all-time highs due to declining real rates. Investing in precious metals royalty and streaming companies, like Triple Flag...
Stay Tactically Overweight Defensives; Remain Overweight Europe, Japan, & EAFE. Buys in Defensives
$93 on $ACWI continues to be a key resistance that we have discussed since early-Jan as capping upside for 2023. Stick with defensives $IXJ $XLV...
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