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09 Jan 2020
3 min read
Oil and Gold. Risk business for 2020?
By John Roe
Beware the herd. Gold seems to be one of the most loved trade ideas right now, which for us is a warning sign and leads us to look elsewhere.
Equally, the market was very quick to discount US-Iran tensions, suggesting a high degree of common thinking there too. Here's why popular ideas worry us and what we think that means right now.