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LVG on Bonds vs Stocks

Hello, Founding Members:

This note from my bestie, Louis-Vincent Gave, is timely based on the latest thumping of oil and several other key commodities, as well.

His closing section is particularly apt, in my view. He’s spot on that either bonds/commodities or stocks have it wrong. I also believe he’s on-target with his view that there is, once again, forc…