2026 Theme: Gold Is Expensive, Commodities Are Cheap
1.The history of US interest rates is one of long-term cycles...
Up phases, and down phases.
High rates, low rates.
But something stands out >> these cycles used to take a long time to run their course. The recent upcycle was faster and sharper.
Is this the beginning of cycle compression?
2.Key theme for 2026... 🧐🤔
Gold $Gold - main 2602(GCmain)$ is Expensive.
Commodities are Cheap.
Rotation time?
3.Bonds $iShares 20+ Year Treasury Bond ETF(TLT)$ are still in a bear market...
But here's some clues on the next steps:
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