2026 TeoTwawKi ... 2032 Darkest Interregnum Message Board

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

GLD 386.01

+1.6%

Nov 12 4:00 PM EST

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To: TobagoJack who wrote (185317)	3/13/2022 10:24:57 PM
From: sense	Read Replies (1) of 217734

I expect the one story that's hard wired... in market perception at least... Is that "events" have induced "error" in the extreme in "reserves" being sanctioned / seized... removing the underpinnings not in the dynamic in the trade short term... but in the perception of "reserve holdings" viability as a "risk free" asset... That's "done"... can't easily be "undone"... So. leaves me wondering, belatedly, how much SBSW move is linear to palladium risk perception... and how much is linear in relation to "a gold trade"... ? That's most a statistical analysis question... But the rest... is that the "noise" is a distraction from the core driver... as much as it is a separate driver... Inflation... in spite of Biden's failed attempts to pitch it... is not a "Putin Problem"... ? Before war was seen a risk... "the end of March" (two weeks) was already the expectation... I doubt the "noise" has distracted the focused from task... but likely has distracted "mass movement" that way... Rather than rigor... I will apply "comparison" first... and... its yield is now... what ? 7.05% Noting the other strong correlate I see in timing vs the recent price moves is a recent bit of news: March 2: What Makes Sibanye Gold Limited (SBSW) a New Strong Buy Stock The only thing that talks about is... #1 rank... strong earnings power... no "story stock" backgrounders at all ? So, maybe overly attributing my own fundamental situational analysis to the market... when its really only "a trade"... that some clearly may have known was coming ahead of time... ADL up... NVI down... coordinated... soon compensated... ?

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