Weekend summary: Gold and Silver Join the Speculative Boom

The U.S. stock market's massive 4 month rally has triggered similarities between today and the 1999/2000 dot-com bubble. This isn't to say that "today is just like 2000" - the future is never just like the past. But there are enough similarities to make risk-sensitive traders think twice before throwing caution to the wind and bet on 2%-a-week gains. Meanwhile, some of the speculative ferver in EM and Chinese equities has worn off.

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