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


To: bull_dozer who wrote (160488)7/23/2020 6:24:05 PM
From: TobagoJack1 Recommendation

Recommended By
zamboz

  Read Replies (2) | Respond to of 217882
 
I am afraid, because I may have too much gold too early.

I fear that most of my gold cannot be unloaded at all without me (physically) lugging it, and I cannot lug all without breaking something or getting help, and one more and, that much other (paper) gold in non-NY time zones

I do not want a system-wide drawdown, because my paper is what allows continuing collection of the luggable.

I do wonder whether gold would decouple / untether from general equities, as I ponder when the luggable would unchain from the paper. Not yet, a reasonable conjecture, because otherwise it would be too easy.

I do struggle with the idea of 100% all-in gold, and play with the puts / calls on the side, but that is a hard wager.

The $ is weakening. I am suspicious, “where are the suppression boyz?”

The volatility / premium on paper gold is too low to make for satisfactory cloud-ATM scheming, so take profit one must