Arcadia Economics, Released on 4/4/24
In recent days we’ve seen divergence between the precious metals and stocks, a rise in bond yields, and continued worries that inflation is headed higher again. Which has Bloomberg warning of a stock market crash similar to 2007-2008, that may be the foundation towards a move in the gold price towards $3,000. So Vince checks in this morning to consider whether that’s a realistic outcome, and what he’s seeing in the markets that have been driving the precious metals over the now month and a half rally.
Vince Lanci is Managing Partner at Echobay Partners LLC. Vince founded Echobay after a profitable career running CiS Options and Berard Capital. The firm is a vehicle for expressing his and “friends and family” personal investment ideas. Echobay also consults on market structure, risk management, and legal cases involving fraud in markets. Vince is also a regular contribute to ZeroHedge.com