Macro Dragon WK #37: Mixed Jobs likely leave Gold overbought, the USD oversold & real-yields with upside. Its now really all about the US $3.5T infrastructure bill that is being kicked around in Congress

Macro Dragon = Cross-Asset Quasi-Daily Views that could cover anything from tactical positioning, to long-term thematic investments, key events & inflection points in the markets, all with the objective of consistent wealth creation overtime. (These are solely the views & opinions of KVP, & do not constitute any trade or...