2026 TeoTwawKi ... 2032 Darkest Interregnum Message Board

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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum

GLD 375.96

-1.8%

Nov 14 4:00 PM EST

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To: RetiredNow who wrote (154265)	3/12/2020 7:54:14 PM
From: sense	Read Replies (1) of 217822

There is some minor variation between the funds supposedly representing the same thing... making it worth shopping for those that better reflect the premise. Today, compare charts for OILD and DWT and they look about the same... reflecting the price of oil. Both are up today, but both below the highs set on Monday. The chart for DRIP though set new highs today... because the stocks appear they are delayed in reflecting the impact of the oil price changes... and they're probably reflecting it with additional leverage that is inherent in the shares... but also reflecting something more in the emotion of "a bad day in the stock market" versus "a commodity price changed again" ? Stocks seem to take more time to digest and process the change... generating a lag... and then do so more emotionally than the commodity itself. But I'm also looking at the bigger issue... oil seems it clearly anticipated the moves in the market back in January... when most of the stock market focused issues were blindsided... delayed in their recognition... Call it the market equivalent of beer googles... ? Oil was reflecting real market prices... probably responding to the FACT of faltering demand in China from January on as the virus had impact there... while stocks here were still mostly reflecting a peak in greed... which meant ignoring even the obvious indications... like the obvious reality that real market impacts in China... shutting down the economy... would be reflected in markets here, too... while avoiding the virus here... probably was doable... but we didn't do it... and markets were slow to recognize and accept that fact, too. Tweaked to pay closer attention to the details... given the obvious that I'd missed... I used that same awareness of the "divergences" occurring yesterday... posted as A Warning... in calling the minor oddity of the gold market faltering relative to silver... as being clear evidence that there was an acceleration in calls on collateral... that repo wasn't getting close to meeting the need for liquidity...

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