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

To: Roads End who wrote (168783)	2/20/2021 6:09:56 PM
From: sense	1 Recommendation Recommended By Maurice Winn Read Replies (1) \| Respond to of 219195

One of the key errors you see repeatedly in markets... not a stock price issue but a management issue... is in business plans being focused on price, and based on expectations in prices. Not just a company issue... although easy enough to find it there and make more accurate predictions than managements about the performance of their companies... It's also a massive economic problem... as planners are stupid about it. Easiest to point out is "green" energy versus "fossil fuel" energy. Repeated booms in "green" energy technologies since the 1970's... have burned through massive piles of capital, cycle after cycle, without really changing the world at all... but wasting a lot of capital. Today, most green energy survives only because of subsidies... or mandates. And, the focus of "green" supporters isn't on fostering success... but forcing the failure of the fossil fuels. The broad impact... is destructive of the economy... it applies a massive brake to growth... slows innovation... and engenders massive transfers of wealth... by moving it from the most efficient to the least efficient participants in the market... based on rewarding corruption. I'm not a critic of green energy... spent years in the lab working on it... but, i am a critic of corruption and deliberately adopted inevitably bound to fail policy... Green energy needs to compete with fossil fuels based on COST of production... not price... and it will not be economic... will not add more to the economy than it removes... until it wins that battle by being the lowest COST producer... The same tune airs equally well in other venues...

To: Roads End who wrote (168783)	2/20/2021 6:24:24 PM
From: TobagoJack	Respond to of 219195

I have been pondering the business plan, have some suspicions, and shall again revert when more lucid and coherent, helped by happenings of the market. The ultimate doom-loop trade for gold and silver would be to raise public money, for the publicly expressed purpose of shorting paper gold against Euro, GBP, and USD, and long physical gold, until victory by the insurrection. The business plan is simple. Execution straightforward. But must be done off-shore to EU, UK and USA. The effort would be laser-focused on gold, with prospect of dragging along silver by implication of the next follow-on trade. Is there an equivalent situation re the USD and BTC, be the question we must address in the ideal Michael Saylor MSTR business plan, taking account of USD, BTC, MSTR, GLD, Au, DRD, GDX, GDXJ, and non- USD / Euro / GBP, taking taking care to possible treat GPB differently than USD / Euro, and also reckoning the possible roles of RMB / CCP, the Ruble and the scorch-earth practiced Russian civilization, and can enroll the Au / Ag adoring Indian civilization. Michael shall have to announce some business plan, because holding BTC does not require a CEO. Splicing BTC with metal genetics, to imbue BTC with base-case intrinsic value, by ways of Ethereum or better glue, might require a strong, astute, and agile CEO worthy of much compensation, especially if enhanced by in-house social media platform. Soros leveraged the breaking of the Pound. Michael can do the Dollar, for at some debt level the Dollar shall be cataclysmically broken. Earlier the gentler. Is 30T the magic level coming right around the corner? Or 40T? Or 50T. What would the level naturally be come 2026? 70T? All going to be ‘interesting’.