From the @donnelly_brent am/FX letter today. Wheeee! "Gold and silver are struggling to make upside headway, even as risky assets moon, crypto rips, yields fall, Fed pricing turns more dovish, an unorthodox dove and USD bear is nominated to the Fed, and the government continues to introduce a new form of economic nationalism with an export tax on chips and in-person presidential vetting of the CEO of a private company, Intel."