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Gold has been the best performing asset class. Why? Something has changed... TED at 2, vix off the map....maybe $ is going to tank?

Tom Chechatka

I've been assuming the dollar's rise since July has been a function of foreign investment repatriation for the sake of raising capital needed to plug holes in financial institution balance sheets. I fear the "safe haven" trade awaits something physically awful happening somewhere in the world (or in multiple places)...

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