Jim Thorne says markets are in the “early days” of normalization and he is “selling war and buying peace.” He warns that some investors in energy and gold are likely “tourists” who will exit positions soon, implying potential selling pressure in energy and gold and a rotation in positioning.
Jim Thorne says markets are in the “early days” of normalization and he is “selling war and buying peace.” He warns that some investors in energy and gold are likely “tourists” who will exit positions soon, implying potential selling pressure in energy and gold and a rotation in positioning.
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mildly positive
Sentiment Score
0.15