hello carranza2, we must not bother with the unimportant
Yes, let's talk gold, oil, USD Treasuries, Russia, Iran and the grand game of geopolitics in the context of the three- dimensional and even grander game of macro-economics.
Now that Putin is sending nuclear fuel to the Iranians, the issue of an attack on their facilities is in my mind front and center on the global geopolitical front for it is absolutely clear that weapons will be shortly, within a year or so, produced.
O![bama] for various and sundry reasons that I don't have the time to discuss will not take steps to effectively stop the Iranians.
The nuclear-armed Iranians are an existential threat to Israel. NB: it is absolutely amazing that a member of the UN declares this threat against another member and essentially nothing is done to condemn such a barbaric threat. But I am getting away from my point.
Israel will be forced to respond before it suffers a catastrophe. It is lead by a man who has the spirit to respond aggressively.
I think it is inevitable that Israel will attack, with or without an OK from the US. In fact, given the current Admin., it would do well for security reasons to present O! with a fait accompli.
Gold and oil will go crazy; stock markets will crash. Interest rates should rise. In fact, I am in view of this, seriously re-thinking my so-far nicely profitable Treasuries positions. Might go Swissie instead for all this chaos to be cannot be good for the USD.
It will be a minor taste of TEOTWAWKI.
The only thing we can do is get ready. As minor inconsequential players, we can profit. I know this sounds horrible, but what else is there to do?
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