The Lovell Bull & Bear Report
Tom Lovell | Trader & WriterBlending classical technicals with asymmetric risk-reward—and a macro lens that sharpens the view.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 25 | Subscribers | Read | tasmanlovell39.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Case for Silver and Uranium
Last week I travelled to Perth to meet a few contacts and kick a few tyres in the gold space. On Tuesday I ended up at the Perth Mint with my friend Nathan and a member of the Real Assets Investment office. We queued 20–30 minutes to buy a ...
Everything Is Bullish
Luke Gromen, the best Macro analyst there is in my opinion, has hammered home the importance of tracking True Interest Expense. By this he means not just Net Interest on Treasuries, but also the “untouchable” obligations: Social Security, M...
AUD UPDATE
I previously wrote in The Great Rotation
East Beating West
Early last week I was focused on the long end of global bonds. As the week wore on, yields backed off and the US long end looked ready to pop, which it did on Friday night (yields down). I still think France and the UK are a mess, and the b...
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