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Pastimes : The Philosophical Porch

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To: Rarebird who wrote (26070)	6/10/2025 4:42:31 PM
From: Real Man	Read Replies (1) of 26251

I am not actually a bear, I am a bear on US dollar and US stocks based on Buffett ratio and our huge deficits. I held the view for a long while that the piper for international labor arbitrage, the origin of our deficits, will need to be paid eventually. I don’t want to be caught in that crisis. I am an international bull, I could see further gains in Asia and in Europe. The risk is US stock bubble pop which will drag down all stock markets. I am indifferent to gold, it’s quite expensive compared to platinum and silver. I realize gold is “money” and it’s a bull. Can’t eat it, and it’s a catastrophe insurance, not an investment vehicle. I am not particularly fond of Chinese communist party, so I am not interested in Chinese stocks. I believe India is a safer investment if you need to buy this stuff. How can you be scared of commies at home, yet invest your money with Chinese commies who are far more commie than Kamala Harris ever been even in her dream. -g-

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