2024-02-10 08:54:31 ET
Summary
- The article discusses the history of monetary policy and its impact on the stock market and gold.
- It highlights the current bullish market sentiment and the confidence in monetary regulators along with the associated risks involved.
- The article suggests that gold will only be ready for a major move after bubble policy is rendered obsolete.
- 'Top-down' macro work is required to be able to select the right stocks in the right sectors at any given time while the bubble endures. It will also be critical when the bubble ends. That is the work I am committed to.
The bubble in 'no holds barred' monetary policy (birthed under Alan Greenspan) and the bullish markets it benefits are in their third decade ...
Read the full article on Seeking Alpha
For further details see:
It's A Bubble, And It's Intact