The Aussie dollar continues to bet on Trump this morning:
Bonds are selling a little:
Stocks are down solidly:
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As Big Iron sags towards new lows:
Big Gas too as oil is in all sorts with Libya returning:
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Big Gold is still consolidating:
Big Banks are fast fading their criminal lending bounce and do not look well:
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The BNPL bubble has become incredibly correlated and also looks ready to pop:
If we get a decent drawdown then I’ll be buying iron ore and gold.
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