<<where did you invest the winnings>>
... deal closes in 9 days and a few hours, but the expected proceeds have been front-runned into:
australian agriculture products process/trade company, uranium, oil, gas, financial speculator entity, gold mine
canadian sand, sand, sand, gold and silver mines
oil services etf
energy etf
gold etf
paper gold
thai baht, and
ought to still leave a bit of usd cash, just in case i am wrong on all of the above
i figure the market can have an accident of the mind-bending sort, and if so, then need cash to add to the positions
some of above are meant as short term trades, and some ought to be ltbh, but may decamp all positions if my nerves fail me
i detect no particular trend in market, feel all stuff is pinned at the high, with low volatility, waiting for signs of breakdown or breakout
i figure all will vote for joyous hyper monetary inflation over miserable debt deflation, a wise choice, either before or after the financial market accident
political/economic/monetary/social events will go from bad to worse, from likely danger to absolute certain demise, i guess, and the elapsed time can be long, as there is still much to leverage and plenty to bid up, if, and only if, we in fact are on a fiat money inflation program, i reckon
bottom line, given the monetary inflation rate, the cost of money is still free; as to mopping up of liquidity, i am not convinced, because debt is increasing, via fiscal policies all around, unless i am misunderstanding something
all signs point to intention to trash the dollar again, even as all other currencies are trash as well
oh, and yes, i expect the usa to take on iran as was the case with iraq
possible solution set: accumulate gold, hoard silver, tank up on non-ME oil, ... well, you know
chugs, j |
