Luke Gromen – X, Released on 9/17/24

Gold rising with rising US real rates conveys a simple message that has surprised many US investors but which is very familiar to EM investors:

"Buy gold because with debt & deficits this high, positive real rates make the US fiscal position unsustainable without money printing" https://t.co/ZThWEdBjG3

— Luke Gromen (@LukeGromen) September 17, 2024

Luke Gromen is a graduate of the University of Cincinnati and received his MBA from Case Western Reserve University. He earned the CFA designation in 2003. Luke provides strategic consulting services for corporate executives and is the founder of The Forest For The Trees, LLC, a macro/thematic research firm catering to institutions and individuals.

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