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Inflation is transitory. Physical and digital mining will be the alpha for the coming weeks. The breakout in Gold will pressure Copper and yields, leaving the "Low Vol factor" for the alpha as well.

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GMG Research
Nov 15, 2021
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Our Key Calls In Under 10 Seconds:

  • What to watch this week: Paypal, Nvidia, Gold, Riot Blockchain, Eth and Cash

  • Holiday congestion will break supply chains, raise inflation and help Bitcoin

  • Contrary to popular belief - Inflation is transitory and simply a supply shock

  • The US Dollar is breaking out, and it is bullish for equities given that strength in the d…

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