Email of the day – on gold and the US election

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Comments of the Day

14 October 2020

Video commentary for October 13th 2020

Eoin Treacy’s view

A link to today’s video commentary is posted in the Subscriber’s Area.

Some of the topics discussed include: US Presidentiual election and liquidity, gold weak, Dollar steady, stock markets quiet but stay at home plays firm, China and India pause.

Email of the day – on gold and the US election

hope you are good? Interesting to hear your views on the US election today. Eoin, am I the only person who is surprised that gold and gold miners are not doing better right now – given the weaker US Dollar and the potential uncertainty surrounding the US election? Also, earlier in the Summer, I think you went on record saying you didn’t think there would be a ‘second COVID wave.”. What is your view now please? BTW, I don’t listen to the Audios, I just watch the daily/weekly video commentary. Many thanks

Eoin Treacy’s view

Thank you for this series of questions which may be of interest to subscribers. I did say that there would not be a second larger wave because I do not believe the parallels being made with the Spanish flu a century ago make sense.

Email of the day on outperformance following the US election:

As per JPM and Nomura the mkt is pricing a Biden win, caution that a blue wave is necessary, otherwise will get gridlock.

Even if it happens probably get turmoil specially if we do not get clean sweep. Otherwise legal problems will be forthcoming. The groups would be HC, alternative energies, cyclical, education, infrastructure. Also China as frictions will be reduced

Can you identify possible winners, using the charts and share them?

Trust you and your family are well. Stay safe.

Eoin Treacy’s view

The narrative about who will win the US Presidential election has morphed over the last couple of weeks to pricing in a Biden victory. The catalyst for this change was the debate where the two candidates harangued each other and dropped the bar for political decorum another notch lower. Since then, confidence among Democrats has increased substantially. There has been talk of a double-digit margin of victory and a blue wave where they control both legislative branches and the Presidency.

Email of the day on COVID-19 death rates versus seasonal flu

Just sharing an interesting chart I got from the more complete email below, which seems to show worse numbers than what you sometimes mention in the videos?

Kind regards,

Eoin Treacy’s view

Thank you for these insightful graphics which depict how much more lethal than the seasonal flu COVID-19 is. I’ve been looking for a graphic depiction of this data for a while so this very welcome and I’m sure will be of interest to subscribers.

Eoin’s personal portfolio: investment position increased October 2nd

Eoin Treacy’s view

One of the most commonly asked questions by subscribers is how to find details of my open traders. In an effort to make it easier I will simply repost the latest summary daily until there is a change.

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