The course of the Covid is still coursing, and seems to be doing accretion in inflation of the transitory sort Message 33666786 <<We were quote USD 8K to air ship tooling form China back in October. Now that we must ship before CNY we are told the actual cost will be USD 24,000. …. If the tooling does not go out before CNY we may lose a month of production which will cost us much more.>>
I have been accumulating a anti-fragile, social -construct, proof-of-paperwork trade Message 33668054 as ballpark against transitory inflation. The trade has a yield-farming aspect by way of option enhancement, leveraging proof-of-stake feature given the general tendency of the underlying ESG-compliant tokens to go from lower-left to upper-right
The gold, silver, PGM stuff are all stirring. Might well be a fake-out, but am happy with order of battle and shall let time-decay to play on and out until the February options stop twitching.
I am watchful of stuff such as below, and on the lookout for possible trade war casualties
I am suspicious that the semiconductor trade war, per china china china using the countrysides to surround and lay siege to the cities, might be teeing up constrictions in lower value chips (that which china makes a lot) and circuit boards to counter denial of higher value chips (that which USA embargoes)
zerohedge.com
Peloton Pre-Announces Revenue/Subs Miss After Shares Plunge On Production Halt
In the meantime my wager on QQQ is starting to pay. I aim to stop-gain at 100%, but am keeping flexible as well as agile ...
I am suspicious that the DNC shall double up to try to stave off a defeat 2022 / 2024, and that the manoeuvre might more assuredly tee up a defeat; however, should the RNC manage to seize power, would do little good for them given DNC rear-guarding / regrouping and counter-striking, and both sides settle down to trench warfare again
In such a circumstance, in the absence of effective (as opposed to simply fiscal spending) fiscal spending, monetary shock troops shall have to carry the days from 2022 - 2032, and if so, gold should not fall relative to a lot of assets.
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