Brave New World: Short term traders are running away from gold ETFs

Ritesh Jain, a Dalal Street veteran, trend watcher and Global Macro Investor, captures global macro investment opportunities and economic, business and financial trends with charts and commentaries in this space.

Macro strategy on "China"

Short term traders are getting out of Gold ETF
This is a welcome development and will give much needed correction

Strange what free Money can do to people voting prefrences
Trump's odds to win have risen back up near 40% over the last week or so as states like North Carolina have tightened back to 50/50 odds according to http://electionbettingodds.com.

Did The Economist just signal a historic bottom in rates?
I mean, it's literally a machine that prints money on their magazine cover.

Transports are breaking out relative to Utilities

Just reiterating the importance of Payroll tax cut
President Trump is hinting at making it permanent

This whole week real yields are rising
At some point of time if real yields are not capped it will lead to selloff in Bonds which will spill over into Equities and precious metals.