Oguz Erkan
@oguzerkan
Investor | Writing about stocks, tech, and the markets.
参加 June 2023
542 フォロー中 131.6K ファン
Gold is a secular long-term long.
Yields are dragging gold down and what controls yields now is oil as the correlation between oil and yields has hit a 35-year high.
Once the war ends, oil will come down, so will the yields.
And gold will recover.
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