Really good chat this morning with my man
covering everything that has been catching our attention — platinum, copper, Golden Age of Grift, how he is managing risk and thinking about downside in the current environment, the Indifference of markets bereft with Monkeys until catalysts hit them in the face, and some thoughts on our near-term outlook for equities… always fun to chat with such a good dude!Hope you all have a great weekend. As always, kindly yours,
Paulo aka Cloudbear
