Welcome to Hard Money Macro. I am still working on this but will be launching the full letter at the end of March. In the meantime we are writing a few pieces so you get a feel for how I see the hard money world.
The short version is that the loudest people, with very few exceptions, are full of it. At the same time there are useful tools and ways to make money over time in the precious metals space.
Anyways my day job is running PDMacro.com where I do global macro research across liquid asset classes. I felt the urge to start Hard Money Macro because the top two questions I get from people are about gold and bitcoin. Anyways if you have any questions let me know.
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In the meantime, tell your friends!