OUNCEINSIGHT
Editorial pieces, deep-dives, and guides from the OunceInsight team.
One Friday a month, usually the first Friday, the US government publishes a report that traders all over the world stop everything to read. It tells you how many people in America got a job during the previous month. The headline number is called Non-Farm…
Common wisdom says: "When the economy crashes, gold goes up — that's why people own it." It's a satisfying story. The data actually tells a much more nuanced version: gold's behaviour in recessions depends heavily on WHAT KIND of recession is happening. The…
Imagine your school principal walks into the cafeteria and says: "Recess might be cancelled next week". Lunch is forgotten. Every kid in the room is now decoding the principal's tone, scanning for clues. "Might be" is doing enormous work in that sentence —…