Thanks for the usual great post. Within this pro-labor framework, do inflation-linked bonds make sense to you? They seem like they would be in line with this theme, but I haven't heard you speak to them.
Great presentation. The one thing I can't get my head around is the conflict on the Gold denominated in USD. In the event of a Bond and Risk Asset sell off which I'm on board with (so to speak), USD would strengthen ultimately bringing the Gold price down. I'll probably be ok in Euro denominated terms. Perhaps Gold lags the pairing.
Looks like labor is trying to find new ways to fight back in this new shift...
https://twitter.com/ManchesterUtd81/status/1634357315179560960?t=nkF07ER-ztmoxUFE9-1jkA&s=19
Thanks for the usual great post. Within this pro-labor framework, do inflation-linked bonds make sense to you? They seem like they would be in line with this theme, but I haven't heard you speak to them.
Great presentation. The one thing I can't get my head around is the conflict on the Gold denominated in USD. In the event of a Bond and Risk Asset sell off which I'm on board with (so to speak), USD would strengthen ultimately bringing the Gold price down. I'll probably be ok in Euro denominated terms. Perhaps Gold lags the pairing.