Re <<metaphysical problem>>
… speaking of which below is a list of happenings that would suit me better than is currently happening in the net net f*cking net, meaning I prefer the entire list firing on all cylinders as opposed to by and by by time-lagged by’s - my Holiday List …
- Gold holds own or continues to zoom (my largest position by ATH allocation), else would be terrifying, as anything wobbling gold is impossible to hedge against as far as I am concerned - Gold shares catchup or totally crushed even as crushing would be terrifying - Silver catchup, for otherwise disconcerting - Cryptos absolutely crushed to make them safer, especially relative to gold - MSTR (micro strategy) pulverized for safer option volatility mining - TSLA crushed and BYD levitates, even as TSLA performs well against legacy autos, allowing Japan Yen:US$ 350:1 to shine through - China shares valuation normalizes, and continue to pay dividends, for getting paid whilst waiting is okay and better than otherwise but better if waiting over - Base metals shares valuation normalizes and … ditto - Carbon energy pricing improves so as to allow faster payouts enabling improved reallocations to Cryptos, through which GetMoreGold can take place - Indifferent w/r to USD vs EURO / Yen / Yuan, as long as all of the above can shine through, whatever it might take - Interest rates all around holds, rises, or falls, but be out of the conversation so that pure macro goodness can shine through the news flow fog
Am hoping that Team Trump brings sharper clarity to the miasma of mixed bag, and faster
- best to print and devalue the $ so as to re- militarize, industrialize, and infrastructurise - get cooperating with Team China to MAGA better, for easier, more, better, less expensive sourcing, and funding - to deflate then inflate cryptos, and inflate gold and silver and derivatives - to inflate then deflate legacy autos, and transition the planet to new stuff Not too much to ask for I trust, else what would be the point of the Trump holding office should he fail to MAGA in the best way he possibly can?
We do not need a ‘new’ gold-standard. The current gold standard working better each passing day, so far 2024. |
