Charlie Morris at Atlas Pulse - HERE
Correlations of gold price to real rates and matrix gold price against rates and inflation.
and gold vs investment flows
Gold as % if investable assets
"Gold ETF holdings used to represent 1% of US equity market cap in 2011, a number which has dropped to 0.3%. That is gold used to be equivalend weight as Exxon, a global giant, has now dropped to Starbucks. Gold doesn’t seem like a crowded trade to me."
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