Luke Gromen: These Are The Catalysts That Could Send Gold & Silver To New Highs Luke Gromen is one of the most respected voices in global macroeconomic research and the founder and president of Forest for the Trees (FFTT), an independent research firm he launched in 2014. With more than two decades of experience in equity research, investment research sales, and macro/thematic analysis, Luke has built a reputation for connecting seemingly unrelated developments across sovereign debt, fiscal and monetary policy, energy, currencies, gold, and global capital flows to identify major turning points in financial markets. He holds a BBA in Finance and Accounting from the University of Cincinnati, an MBA from Case Western Reserve University, and earned the CFA designation in 2003. In my latest conversation with @LukeGromen, we explore the possibility that markets are approaching a major turning point. Fed Chair Warsh will deliver his inaugural Jackson Hole speech later this month, just as the 10-year Treasury yield pushes toward 5% and fiscal pressures continue to intensify. At the same time, the math surrounding the Iran conflict is becoming increasingly difficult to ignore. U.S. inventories of interceptor missiles are being depleted, while critical Middle East oil infrastructure remains vulnerable to waves of IRGC drones and missile attacks. Taken together, these pressures are creating the conditions for potentially significant shifts across financial markets. All of this adds up to a situation that increasingly looks like we are nearing a breaking point, and a prelude to a major potential global economic reset. $AEM $B $COPX $GDX $GDXJ $KGC $NEM $GLD $SLV