re "industrial" silver, i do not believe the economy is 'recovering'
silver is going up for lots of other reasons, but recovering economy is not amngst them
i believe we are sliding into the once in so many generations time of currency battles and trade wars
should there be any policy mistakes, we discontinuously get blown into hyper inflation, where economies stop but money press keeps working, triple over time, or
diaper depression, where the money flow stops and the less than familiar operating environment reign supreme, continuous drop in price and cost of everything
geopolitically we watch a whole lot of interesting and developing situations
re china-japan-usa, should the china-japan-usa money flow machinery hiccup, all bets are off, all chips must head home, for it be diaper depression time
should all work out as usual
yieldless paper monetary gold hedges deflation-proof paper cash, for hyper inflation
yieldless diligent paper silver hedges paper gold, for economic growth and inflation
yieldless noble paper platinum hedges paper silver, for energy ramp
yield-less hk luxury real estate earn a healthy (relative to bank deposit rate ;0/ ) yield in wallop strength
yield-less hk industrial lowers average psf cost of hk real estate portfolio
trading / option premium profit and rent flow gets siphoned into physical gold and platinum, for keeping score
round and round it all goes, until the call of duty to stand down
re that coin, born to dire moment, it then went round and round over the ages, to answer calls of duties and respond to screaming imperatives
it is now simply sleeping excess capital and napping surplus savings, for score keeping, and may it sleep a good long time and never again be called to duty
amen |
