2026 TeoTwawKi ... 2032 Darkest Interregnum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

GLD 421.29

-0.5%

Jan 16 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

Recommended by:

maceng2

To: maceng2 who wrote (195815)	2/4/2023 4:07:27 AM
From: sense	1 Recommendation Read Replies (1) of 219498

Looks like classic suckers rally to me... I have no interest in playing when the degree of detachment from reality is this great... Odds are, shorts having bailed means... harvest done... banks happy... lower next week... etc. But, avoid... Markets still driven by speculative flows not "rational investment" = "steer clear" and "wait for it"... Prices lower than peak bubble, but we're still a long way from a correction of excesses having occurred... China's ending zero Covid so "they" expect a boom... but demand is in contraction, and only early in that... no market for "more" for a long time. See almost zero discussion of how R's plan for reimposing a hint of fiscal sanity relative to D's helicopter money means... gravy train over ? Powell did far too little for way too long... then too much too fast... with monetary lags of 6 to 12 months... and the markets wrongly thinking "its over" when its not... The synergy of a fiscal re-grounding with something more like monetary sanity from here... with our still not having seen more than the beginning of correction ? Odds are they're not comprehending the nature of the underlying secular changes occurring or anticipating resulting changes in "leverage" of homeostatic inputs any better than investors or China have... Charlie Munger and Peter Schiff look at the world differently... yet, they agree, now ? I think that worth noting... Peter's always been right, but as a broken clock. Charlie's telling you the time.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next