No, but deal w/ clients in the sector and work w/ associates from the sector
Also interact w/ folks from the shipping sector, from owners to brokers, and financiers to builders
So able to triangulate onto the truth re vectors instead of simply digesting / regurgitating the garbage spewed by nyt, wsj, economist, Forbes, ... :0)
Been paying attention particularly because of all the noise by noisy people re anticipated recovering of manufacturing w/i certain geography and giveback of gains by other territory, whether due to plentiful energy or 3d printing.
Have conclude all shall be as was trending before, and the plentiful / cheap energy shall merely enable prolonged fiat money inflation now moderated by cheap energy.
Iow, continue to getgold.
Yes, whatever the issue, the effects shall reverberate onto gold.
:0)
Also,
At some juncture gold mining companies must convert to cheaper fuel should such actually turn out to be the case, and the new value-add should accrue to the share pricings.
Continue to watch n brief. |
