In recent weeks, a common market narrative has dominated headlines. We wanted to quickly address it and reiterate our 2019 Key Themes.
Headline Narrative: “With a China Phase-1 deal imminent, risks to the U.S. economy have dissipated, FED easing is done, and Gold’s run is over.”
Market Update November 2019
- Patrick B. Rien, CFA
- November 12, 2019
Our Principals
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Excellence
Critical & objective evaluation of our positions to reach beyond the standard.