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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: stsimon who wrote (144306)	11/24/2018 1:42:37 PM
From: ggersh	Read Replies (1) \| Respond to of 217516

Well played within the correct dynamics, bulls run bears hibernate. As for your comment, me thinks their is more than the binary to think about Let the world's leaders rearrange the deck chairs on the Titanic to their heart's content. When the music stops I am confident I will find a seat unless they blow the world up. In that case, it won't matter.

To: stsimon who wrote (144306)	11/24/2018 4:04:24 PM
From: TobagoJack	Read Replies (1) \| Respond to of 217516

I like your take, stance, clarity of thought, and optimism. In your view, are we about to flip from one bull phase to another bear phase? Perhaps similar to your comment re 5:00pm somewhere on the planet, there should always be something going up. What could that something be during the next 12-24-48-60 months could matter. Am fairly convinced that gold would not move, and if move, would move down. I do not know about silver. The metals already seem old fashioned and may have had their run until the last chapter plays out, right before some sort of reset which I cannot picture. The central banks may say they do not care about gold, what it is and at what price. Their actions and earlier revealed memos give away their lies. But what used to be lies may now be the truth. If truth, then CBs do not care, and gold can die of inattention before reborn as champion, if lie, then gold would be capped. Same said for the accessible metals can be noted for real estate, that accessible RE have had its run. Whatever the game could be it must involve an accessible object of speculation, as opposed to cash flow, that which has been extinguished due to pinned-at-the-high central bank dictated pricing. Crypto was a good example of a gaming object, one which I missed, and in any case could not have much benefited from due to disinclination to early engage and refusal to later engage in size. The crypto market, experienced from my 1/10th--hearted effort to enter, simply was not that accessible. Am wondering whether at least in theory that everything can go down at the same time, against cash - a matter of fund flow. If so, the reset could be quite ferocious but for actual and expectation of central bank intervention. My take away is play defensive, and in such play, everything is a position, including cash. Generally people do not have to be concerned about the flavour of cash they hold as long as they match the cash against their expected obligations. I need to pay attention to the flavour of cash because the different outcomes mean large variations in purchasing power preservation especially if large position size. Most folks may be ordinarily be more concerned about the income statement than about the balance sheet. The income statements have been wobbled in the current environment explicitly through stagnant compensation and implicitly by QE printing. The destruction of balance sheets may move into high gear due to gearing of leverage used to stabilise income statement wobbling.