Slack: C0A031DLJ78/ts:1771876142.1248

Author: Stuart Hardy Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

inflationary-bust-commodity-barbell

💬 [E1416] In liquidity cascade (2008, 2020), gold takes short-term hit but purchasing power should rise. Would hide in T-Bills during worst, not long duration as curve likely steepens a lot if market expects monetisation.
commentary · 2026-04-07