On Our Way To The Unthinkable

For the second time in as many business days, I wanted to write today about developments that reinforce an investment idea I was recently considering.

For the second time in as many business days, I wanted to write today about developments that reinforce an investment idea I was recently considering.

Except with this piece, I’m not talking about gold or the macro trade: this is about a far more speculative idea that I think has a much more pronounced risk reward profile.