| | | Hello RR, Appreciate the ping without the insults.
(1) Re <<SPX reached 4000>> ... no arguments from me.
Cannot say I remember ever supposing that SPX cannot reach 4K. I was and remain of the belief that, per Martin Armstrong, the loss of confidence in public (sovereign bonds) assets and all tied to credit shall drive funds to equities in the main, and we go Zimbabwe, before we hit Argentina.
(2) Re <<I see 6000 SPX ... 2023>>
... I too see SPX at 6K, easily, as well as another 10 trillion usdebtclock.org (at least) of USA Fed debt, by 'them' just doing more of the magic 'they' have been doing, at always-accelerating pace, and in ever-more copious quantities. I fully intend to continue benefiting from the largess.
2023? Sounds right, as we progress towards through 2023 on way to 2026 TeoTwawKi, and have better sighting of 2032 Darkest Interregnum.
I saw 1929 Message 32576509 but on February 29th 2020 pre-boarding at the Caviar House, together with Corona beer (breaking protocol of champagne as that would be unseemly), and had ready disinfectant wipes.
Because I saw, I was very relaxed mid-March to mid-April 2020, treating whatever happened as a dress rehearsal for 2026 TeoTwawKi.
(3) I did not see that I had to spend more than 30-days in S Africa.
In keeping with the BLM times we saw on CNN, were keenly aware that we were at the source of BLM and daughter was working with one of the heroic leaders, Mr Denis Goldberg who passed on in April 2020, 8 weeks after the photo was taken Message 32708825
Shall stay away from the topic of what we saw following on to BLM, that be the rampage through the Capitol Hill building, as that is not yet clear on where leads to. Wait for 2022, then 2024 when changes might reasonably be expected, again.
(4) We ended up staying in Cape Town half a year due to the hard lockdown.
We made use of the time so that daughter did extensive good works Message 32513699 in S Africa at first to help fund a youth centre, and after lockdown, helped to raised more money from Asia to feed 500+ families 26th March through 1st July lockdown Message 32758001
(5) The kids lived.
They kept up their Zoom studies and the Jack attended a local girls school whilst schools still operated. As the jack was an unusual object at the school he had to learn how best to defend himself and practice w/ Ciara Message 32839690 , the head mistress's college-age daughter
Watched a lot of documentaries with the Jack, played chess on and of-line, and educated them in portfolio management Message 32712078
Siblings bonded through the unusual times.
Kids learned a lot and now steeled.
All more than good.
(6) Even better,
the daughter had the ex-prima ballerina of Cape Town ballet living with us, together with her cats so as to keep up w/ ballet training, and also scored perfect scores on her college entrance exams Message 32839690
... and both kids learned how to set up new life during end-of-the-world dress rehearsal, without knowing anyone not met for the first time on the journey, with no driver's license, no car, no Uber, far away from the food market place. Would say we aced the dress rehearsal Message 32626886
(7) Re <<It is a great time to be an astute stock picker>>
Once in a generation, potentially.
Unclear I am doing astuteness or counting on agility.
In any case for 2020 I was big on shorting Tesla and long DRD / SBSW, long GBTC, and
... now am remaining long DRD / SBSW, BTCC, and short QQQ, and ready to engage with ICO of Casper Message 33237099 , all because I want to be stimulated by Team Biden as I was by Team Trump.
Thanks to Team Trump I was able to reasonably engage China Mobile (0941.HK) and remain engaged, given its largest and expanding 5G footprint and non-USD earnings distributed generously, and looking forward to the conclusion of China-2025 initiative, etc etc etc.
Accumulated a stake in dormant / inactive company ABTI given its likely MJ future
(8) In summary,
- Africa for commodities inflation, EV / new tech metals, and gold gold gold and more gold
- China for 2026 / 2032, and interest rate hedge as elsewhere ZIRP beckons then NIRP winks, followed by SPX 6000 etc etc
- Anti-fragile / hive-mind / social network / memory-money BTCC for non-USD bitGold / fasterGold / betterGold
- short QQQ hedges for long BTC and for long Casper, and Casper might turnout to be fasterBTC / betterBTC
- ABTI for MJ-esque drugs going pervasive as folks do more drugs |
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