Let’s talk about gold. Let’s think about history and the future, and let’s think outside the box.
We have witnessed repeated reports of unusual transactions right before public announcements. This is NOT corporate insider trading. Is it government insider trading?
We consider (1) what the US hantavirus outbreak response tells us about US readiness, (2) the consequential matter of public health messaging, and (3) the economic impacts of discouraging the treatment of depression and anxiety with SSRIs.
As this morning’s headlines suggest progress toward ending the Iran War, I reflect on the markets, a measure of hope, and the enduring problem of the IRGC.
We compare the US blockade of the Strait of Hormuz with selected blockades from WWI to the present and identify some limits of using economic isolation in a war ceasefire scenario.
David would love to hear from you. Please Feel free to reach out and send an email.