I very pleased to bring you the latest, hugely insightful, multi market macro report, namely, the Thunder Road Report. During this festive holiday period its a perfect time for some reflection on the macro and how this feed into our macro and micro allocations for the coming year. A very timely release therefore.
Thunder Road’s latest report, “The New Great Game” is clear and II agree. The game is certainly in motion here and now.
For asset holders of all persuasion this is a meaningful and thought provoking report.
The cyclical gold bear market is approaching the end of its trend. 2014 is likely to allow some mean reversion therefore of the bullion’s secular rise vs paper to resume.
2013 has seen an important wealth transference of physical bullion from West to East and a paper gain from West vs East. Which of the gains will sustain? History is on the side of the physical.
Without delay the report here:
Wishing you all a healthy and prosperous 2014!
Rich
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