The Phaserl


TFMR Podcast – Ned Naylor-Leyland of Quilter Cheviot Investment Management

from TF Metals Report:

Our old pal, Ned, stopped by Turdville yesterday for a wide-ranging discussion which included:

During the podcast, Ned mentions some great new charts provided by Grant Williams out of Singapore. Grant’s entire report can be found here and I strongly encourage you to read it: The section of the report that really got Ned’s attention is copied below, along with the charts that Grant included:

Click Here to Listen

Click Here for Charts and Grant Williams comments

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