Yesterday (Thursday the 15th) I sent out some thoughts to our broader audience on the most important development in the markets of the recent past:
Jerome Powell just blinked.
While -- as I point out both in my written comments and on yesterday's podcast -- we can't quite yet get aggressive here, it seems that at the least the bottoms are in for both gold and maybe even for Treasury bond prices.
Thoughts from my e-mail commentary:
And for yesterday podcast with extended comments, CLICK HERE.