Weekly Alpha.

If you missed it, GMG Research is now ranked among the Top 100 Finance publications on Substack.

Key Developments We’re Watching

• 10yr yields around the world are rallying. UST rates to follow.

• Big FOMC interest rate decision on Wednesday Dec 10th.

• The big bottleneck in AI is not hardware anymore, it’s energy. (Watch VRT)

• Gold to Silver ratio falls to lowest…