Will gold come back in monetary system?
This is not about trade. The West and Global South will not stop trading. Especially with each other. This is about where to store excess reserves. It used to be US Treasuries. That is now changing. This is also the reason that we are bullish on GOLD as a reserve asset.
The alternate energy narrative.
While Energy stocks have outperformed recently, "the rout in alternative energy shares has accelerated."
The downside of EV
Used EV values dropped 30% YoY as buyers realize they don’t want to buy replacement batteries
Mexico continues to be our top pick in North America ?
Mexican economy and Mexican Peso continues to be our top pick in North America. Mexico is the biggest beneficiary of US inflation reduction act in North America.
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