Current combined arms order of battle includes FNV, GDXJ, SIL, in the form of shorted puts, and paper gold and paper silver as perma-but-tradeable second fronts, and close air support cash, and strategic arms physical.
Am alerted to watch the RMB (CNY) : USD forex rate, as it crosses 7.15 on way to 7.50, opening the way to 8.30 to the USD of the 1980s - all hell awaits
Am also keeping watch on dividend-payers in the HK local tax / withholding-tax-free equity market as perfectly good companies without danger of expiration already yields 4 - 8+ %.
A few observations / or inklings ...
- trump may well be the chosen and god-sent, and just in the nick of time, if events should turn out that the center NYSE fails to hold this time, quite artificially induced to crater, and waits for officialdom resuscitation just as artificial. Am not picky w/r to how gains to be netted as long as netted.
- gold is as pretty as ever, and as you noted, year-end is good for pretty
- October should be bad for equity
- setting up the possibility for win-win
- other observations can wait
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