Comments
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WMI think I have heard the question before but agree with Dean below. Gold metal or (per Michael Oliver of MSA) better to go for Gold stocks?
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SSRaoul---can you please confirm---you see the USD going higher short term or lower short term? Well done discussion and thank you.
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ATIt will be nice to have transcripts for Insider Talks videos. Thx
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DMSuperb. Raoul & Julien, when you say buy gold, does that include gold miners or are you purely focused on the physical metal due to equity volatility concerns? thanks
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RMExcellent, useful conversation. Since this year will be ripe with macro shifts, would like to see more frequent, even if brief, conversations published without lag times. Thanks gents!
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SSWell done! Best Macro Insiders discussion yet. Well organized, generally clear, and worth a second viewing. Two suggestions: offer a ticker or two when you talk about investment opportunities (Raoul's Indian travel stock, e.g.), and show graphs when you speak about market trends. Thanks.
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ggMy conclusion with Macros voices is thats its informative and does what it says on the tin. These fellas are great minds in finance. However its difficult to trade on these ideas as they are usually several steps ahead of the market. Leaving the average trader shaken out of these trades. Saying that I do look forward to the pieces of research each week
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MEJulian: You sometimes refer to a "3rd derivative", but I am not sure what this is? The first derivative is Velocity (dx/dt) and the second derivative is Acceleration (dv/dt).
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MGNice job as always guys. With your guidance I truly feel like I'm ahead of the curve as far as side stepping potentially big risks. If you don't hear it enough I'm very appreciative you both made this service available at a very reasonable price. Will be a subscriber for years to come! Have a blessed weekend.
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WDIn summary, it is still the expectation that the dollar rips/snaps higher and creates a nice buying opportunity for EEM and Gold?
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MGJulian your point about US investors buying European equities by selling dollars for euros is well taken. If that's the case, don't we have a set up here where if European equities begin to get hit (currently happening with dax -10% round about) and the dollar begins to bounce wont this be a double tail wind for the US dollar as investors cover their European exposure and convert those euros in to dollars? With so much fire power behind this potential move what kind of dollar rally could you see happening here in 2018, 5-10%?
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RRGDP Watch https://www.businesscycle.com/# ECRI's Achutan
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RIAre you still bullish INDA here?
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GLAnother excellent talk! I love these monthly Insider Talk videos, and always look out for them. Lots of important themes discussed and ways to position. Thanks guys!