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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 411.93-0.4%Dec 24 4:00 PM EST

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To: Box-By-The-Riviera™ who wrote (218169)12/5/2025 6:33:22 AM
From: Horgad1 Recommendation

Recommended By
Arran Yuan

  Read Replies (2) of 218710
 
Compelling charts and logic

People trained for decades to buy the financials
Its all about the interest rate trend
Mind shift at or above 5% on the 10 year
10 year looks like it is being held just under 5% by design to protect the financials
Administration going to try and inflate there way out of debt trap
All the hard asset charts lined up like go go dancer eye candy
50% downs on hard assets are just wiggles to be ignored
blah, blah, blah

I think he is maybe missing one or two important things or at least brushed them aside as 50% wiggles to ignore. And that is when/if interest rates break higher despite attempts to contain them, the decades long "buy financials" paradigm will end and bad shit will happen. And before a decade(s) "buy hard assets" paradigm fully takes hold the baby will likely be thrown out with the bath water once again.

That is a possible "wiggle" that I choose not to ignore (at least in my trading account). As for my stash, that is different story.
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