Macro and Investment Ideas: A Changing Macro Narrative and What it means for Investors, Precious Metals and a Tender Offer at Phoenix Digital

Trying to wrap my head around a changing global economy. Plus, a closer look at gold and silver miner equities. And aerospace ETFs

As yesterday was a bank holiday here in the UK, I'm combining my usual Monday Macro with mid-week investment ideas. I won’t comment on the general election announcement as I'm sure there are much better-qualified people to pontificate on that subject—Sam Freedman is running a regular election update, which is superb, as is Matt Goodwin. I’d probably go …