There has never been more to talk about at Camp Kotok. Fifty people, 51 perspectives. Stay tuned for updates this week!
Trump’s Venezuela actions have lessened the Maduro threat to oil production in various South American countries. The outcome has possible bullish scenarios for oil.
Fishing trips start with morning coffee, so we pass on info from JAMA before discussing a recent fishing trip. ICE is last.
Treasury Secretary Bessent favors a “strong dollar.” He works for a president who has said he wants a weaker dollar. With a single chart, we examine what markets are saying.
We examine some statistical evidence that may be helpful in estimating the future price of gold using a present set of variables.
David would love to hear from you. Please Feel free to reach out and send an email.