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The inflation trades are fading and gold is ascending to its rightful place in the disinflationary macro
The favored NFTRH plan is working out well as we planned the Q4 (2022) – Q1 (2023) rally back in November and as lumpy as it has been, it is intact to this day. Amid the fade in the inflation trades, our projected leadership (Tech and Semi, amid a disinflationary interim Goldilocks theme) is fully intact as well.
I had been reading on and off for a month or so that ChatGPT had been forecasting a market crash on the Ides of March this year, and so was watching that with very mild interest yesterday to see whether this latest claimant to the Nostradamus throne might have any luck, but the day passed without a crash as expected. Predicting apocalypse is a famously tricky endeavour. Better luck next time I guess.