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CS's avatar

lets see how broadcom is reporting today and trading at 40x PE any solid results could be sold and could harm AI narrative...will be interesting to watch today...

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Andy Fately's avatar

I still think your basic thesis, labor based policies driving inflation and the benefits of GLD/TLT remain front and center. you were the first I saw to explain it and did so very well, and have been correct all along. congrats.

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Russell Clark's avatar

And it has made me money... most important thing of all!

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Andy Fately's avatar

always good

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Philip Haydn-Slater's avatar

Why not the original quote from Macbeth, Russell?

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Russell Clark's avatar

Ah... because I forgot check! I did for the first two version of this post... will see if I can edit

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Russell Clark's avatar

fixed

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Philip Haydn-Slater's avatar

Well to be fair your one is more grammatically correct but the original sounds more dramatic. That is what I think we’re in for…….drama!

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