IF SEMIS ARE THE NEW OIL, HOW HIGH COULD THEY GO?

This is a free preview of a paid episode. To hear more, visit www.russell-clark.comI have pushing the idea of long Gold/short treasuries to capture a shift to “pro-labour” policies. Like a lot of investment ideas, it is easier to promote this idea as I am looking at the end game of the pro-labour period from 1945 to 1980, which also saw gold massively outperform treasuries. Basically I am saying that we are going to see a repeat of below.