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Eoin, the reflation trade seems to be well under way and you have repeatedly viewed commodities (both industrial and soft) to be an attractive investment for a lengthy period of time and at times, you have mentioned a possible investment vehicle. I suggest that you present those ETF/ETC and other funds/shares or a combination which you believe will best cover this area at the present time. I would think that many in the collective will appreciate getting such a list from you.

This also against the background that gold, PMs in general and PM miners seem to have to work off their overbought condition and for the time being, don't seem to be needed as safe havens as worldwide growth is picking up and neither inflation nor systemic risk are perceived as major issues at this time.

Therefore, in my view industrial and soft commodities should be the better investment compared to PMs for some time to come.

And

Dear Eoin, I hope you and the family are well. This "rotation" trade seems to have run quite far and I sense a general frothiness to markets, (apart from gold of course). Would, you go with the crowd here hoping for further gains? Or would you wait for a pull-back, (which today feels like it may never come) and maybe nibble at a few out of favour stocks/themes? Best wishes,

And

Interesting picking up on your views regarding soft commodities. Some directly investable ideas seem hard to track down related to this theme in the UK market; really appreciate your suggestions as to how to invest in this and am sure others would be interested as well.

In general, the markets seem to be moving very rapidly at present, e.g. Royal Dutch, +5%, Glencore +5% etc, so your guidance about how best to play these trends that you are identifying is hugely helpful in your day to day notes and commentary.

And

It would be useful to have a list of ETFs to play a number of different themes: 1) COVID recovery candidates like airlines and hospitality, 2) value, 3) small caps, 4) general Asian exposure.

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I just want to wish you and your family many happy years in your new abode. My wife and I relocated to the UK from South Africa two years ago so am familiar with the levels of stress involved. Now rapidly approaching my 80th year and being a subscriber on and off since the hard copy days , I really have gained so much from your knowledge and expertise. The Friday videos I find especially useful where your wisdom and understanding brings together so many facets of the markets which I would not have thought of.

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Your appreciation of the macro position is unmatched by any of your peers! Coupled with a practical and current assessment of the opportunities currently available it provides me with an invaluable source of information and the strength of the “Chart Library” which I depend on year after year. Thank you. David would have been so proud of how you continue to promote his and your investment philosophies. Keep doing what you do so well although I find it incredible that you can still maintain such a high quality with all your other commitments.

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Eoin-As a very long time subscriber I would like to thank you for the excellent service you provide. Your explanation of the "financial repression" term today was superb. I also want to thank the subscriber who asked the question. Best rgds

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Eoin -long term picture video What a masterful summary of the position we find ourselves in and a clear sighted exposition of the opportunities and threats that face us in 2021. Thank you again for your guidance.

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Dear Eoin Happy Holidays to you and your family and thank you for the very informative briefings. I am so impressed at the breadth and depth of your insights. It is truly an enjoyable journey to see the world through your eyes and gain the benefit of your years of experience in the financial markets. Wishing you a safe and prosperous 2021

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Eoin - I have been a subscriber for just over 30 years, and in that time I can't recall many times when a clear and concise analysis of economic and political conditions was as important as it is today. You are doing a wonderful job at keeping the collective informed, allowing us to see a broader picture than our individual biases might otherwise give us. Thanks so much!

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Dear Eoin, Congratulations our last subscriber commentary was exceptional. You have done wonders for my confidence and ability to help my clients. Keep up the good work.

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