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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 378.35+2.7%Nov 10 4:00 PM EST
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To: TobagoJack who wrote (185234)3/12/2022 4:54:58 AM
From: carranza21 Recommendation

Recommended By
gg cox

  Read Replies (3) of 217653
 
Excellent.

I listened with a smidgen of doubt until he spoke admiringly of Victor Davis Hanson at the end. VDH is in my estimation America’s foremost public intellectual. To understand the US, he is a must-read. Prolific in many fields, history, the classics, economics, policy, etc. If Rickards also recognizes this, his judgment is very much spot on.

VDH’s podcasts are brilliant.

Rickards also recognizes something I’ve harped on at SI: Biden should be in a nursing home and has a weak staff, a horrible thing for the world and the USA. His decisions are making the world increasingly dangerous.

I’m going to research the bit about the gas for use in lasers that etch semiconductors. Rickards seems genuine about the matter, but his claim is so significant that it must be verified.

Edit: Here you go. Apparently the Ukraine firm is indeed critical for neon production at high degrees of purity. Whether it can be readily replaced is not clear, though the US semi trade association has stated that it the gas is supplied by others.

trans.info

semiconductors.org

Those ‘others’ are apparently Chinese.

marketplace.org
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