Walk in the Pines #5

This week's best

Chart of the Week

Platinum has put in a very impressive breakout. I got long on December 28th and alerted clients. This trade has helped pay for some of the bad ones this year.

Tweet of the Week

It is an odd time to be bearish the US economy…

Reads of the Week:

• Good BBG Opinion piece on inflation.

• Article on Biden’s “Giant Bet on Run-It-Hot Economics.”

Listens of the Week:

• Julian Brigden on Macro Voices.

• Jay Pelosky on Macro Hive. Jay is a personal favorite of mine.

• Ark’s Head of Research on Odd Lots.

Watches of the Week:

• Never miss Russell Napier.

• Never miss Alex Gurevich.

• Greenblatt and Marks are certainly worth a watch.