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BH Macro Ltd (BHMG.L) Index/Sector: FTSE Mid 250 Market Cap: £1.39bn Price: 421p Allocation: 7.5% of the Funds’ Portfolio and JIC Portfolio Website with more information: HERE Latest factsheet: HERE Revisiting the Strategy Long-term readers of my diary will recall that I previously held a position in BH Macro within the Funds’ Portfolio in 2023. Although I sold that position for a loss on January 10, 2024, the share price has since risen by 16%. That is acceptable as the

Gold Price: From an RSI of 88 to 52 in a day!

Gold price ($ per oz.)

It was an eventful end to the first month of the year. Markets were dominated by significant shifts in the commodity space and a perceived major change in the U.S. monetary policy outlook. Market Overview The defining story of the week was the collapse in precious metals. Gold and silver, which had been on a relentless rally to start 2026, saw their largest one-day declines in decades. This was apparently sparked by the nomination of Kevin Warsh to succeed Jerome Powell as U

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