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AI can be right and still leave portfolios overexposed. Gold becomes useful when the market has already spent too much risk budget on the perfect version of the growth story.
Gold is rallying because the market has left itself very little room to be wrong.
That is the useful signal. A normal gold rally can be a fear trade. This one is more interesting because it i...
Ski patrol never tries to predict the exact day an avalanche falls. They measure two things instead: the angle of the slope, which decides how far the snow travels once it goes, and the weak layer buried inside the snowpack, which decides whether it goes at all. Those are different questions with different answers, and confusing them is how people get buried.
Markets ha...
Convinced that persistent energy inflation and a hawkish leadership pivot under Federal Reserve Chair Kevin Warsh will force a return to monetary tightening, fixed-income desks have aggressively repriced Fed funds futures from rate cuts toward active rate hikes. Spot gold has been hammered back down toward $4,090 per ounce from its record $5,595 peak, while equity investors c...