Global Macro Investor & One of Top 3 Global LinkedIn Influencers on Economy and Finance, Mumbai
He is a trend watcher, Global Macro investor and Blogger at worldoutofwhack.com. He has over 20 years of experience in financial markets, bonds, equities, gold, and derivatives. He muses about global macro investment opportunities, economics, business, and financial issues.
I believe money has started to move from financial assets to physical assets including real estate.
S&P500 continues to trade in tandem with global liquidity
Till the time Central Bankers will continue printing money… it will be difficult for markets to correct meaningfully.
In last one month… Precious metals have started outperforming Bitcoin
Precious Metals Bulls looking for Silver/Gold ratio to break out, in order to add credence to the bull case for Gold and Precious Metals (allstar charts).
Brace for Inflation shock
Get ready for the manufactured good shortage of our lifetime. US finished goods inventory are at 25-year lows, vender lead time at 25-year highs.
Big news for Nuclear