from TF Metals Report:
While we watch the morning raid and hope for a recovery FUBM, here’s a video for you to consider.
A link to this was sent to me yesterday. The lady that gives the presentation is named Christine Hughes. She’s the President of something called Otterwood Capital Management, which appears to be a money manager or hedge fund, based in Toronto. I don’t completely agree with all of her analysis…and that’s OK. Since when does everybody agree on everything? But I’ve determined that this video is worth your time to watch.
Though her analysis of gold is faulty because she is simply looking at the paper price and paying no mind to the physical market fundamentals, I want you to watch this for the greater, macro discussion.
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