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This is a very good article

Keith Weiner on all sorts of things, including the Dollar, trade (deficits), global growth, the trade war and tariffs and yes, gold too. An excellent, easy to read framework for what is going on in the macro today and I cannot recommend it too highly. In fact, I'd rate it as required reading for anyone regular visitor to this blog, no matter how experienced you are in capital markets.

Go here and read it yourself. Thanks for putting it in front of me, Gary.

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