Fund Performance - The fund achieved a 1221% return in the first two months [1] - Expects to have a positive return in September [1] Market Outlook - This week is likely going to be a big milestone for macro directions on the markets [1] - Assumes to be close to the peak on Gold & about to see a strong run on the markets [1] - High volatility would generate a positive return on assets [1] Macroeconomic Analysis - Macroeconomic data provided a clear pathway for the central banks last week [1] - CPI & PPI weren't a big change [2] - The annual revision of the job data caused a drop of 911000 jobs, the largest in history [2] - Monetary expansion is evident [2]