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


To: TobagoJack who wrote (168939)2/25/2021 11:07:14 PM
From: sense  Read Replies (1) | Respond to of 218012
 
Perhaps as simple as sentiment being negative in the U.S., for reasons that are apparent in the U.S.

More apparent, or only apparent ? Certainly localized in the trade... which does not mean that localization we see is organic...

We watched this week, with foreknowledge, as the options tail wagged the market dog... moving the price of silver, and by moving the price of silver, moving all the silver company's shares... and a lot more besides...

And, on Wednesday, it looked OK... like the impact had its intent... message sent overtly... and was done ?

But, on Thursday, the market dog wagged back ?

A gentle rise in silver prices over time... as gold prices decline... didn't seem to be hurting anything... but the attempt to stop that trend... which failed even as a relative measure within the declines, that moved silver shares lower less than other things... ?

After a week of merciless mocking of Goldman's head of silver trading... for saying obviously delusional things that clearly are not true... it must have been welcome to have the Fed Chairman stepping up to flip-flop in similar fashion, to re-direct the ridicule in another direction... for now... first by declaring "low rates forever" with no inflation... and two days later... defeating inflation by letting rates rise... ?

Cognitive dissonance... during the Trump administration... came from hearing and seeing the synaptic disconnects occurring between Trump and his opposition.

Cognitive dissonance... in the Biden administration... leaving Joe's own confusion out of it... comes from hearing and seeing the synaptic disconnects occurring within the Biden administration's own officials.

Since we are to have low rates forever, and no inflation, at the same time we have rising rates, and thus no need to invest in inflation hedges... ? Which should I believe is likely... no inflation... or... not that ?



To: TobagoJack who wrote (168939)2/26/2021 12:26:25 AM
From: sense  Read Replies (1) | Respond to of 218012
 
An ROE list on platinum stocks above the zero bound... at least as far as I've gone in building it... with U.S. market close above the Johannesburgh close

Also Zimplats, is in Aussie dollars above, US dollars below... noting the big uptick came on only 378 shares traded... which perhaps makes a point about a lack of liquidity in "out of the way" issues being your friend on bad days... while liquidity being an advantage is true... mostly when you are in a hurry... but it cuts both ways faster. Of interest to me as some foreign stocks have more than one U.S. listing... which enables a three way arbitrage in the same shares... between more liquid and less liquid markets for the same thing... which markets are often remarkably different in lag times...
That 378 ZIM shares exceeds its U.S. average. And, the ZIM.AX listed is the prior days vs Thursday's U.S., as it is up to 17 trading +11.5% in Australia now... with the market open.

Not a bad day in platinum shares, even in the U.S.... the only one on the below zero list that was down was Eastplats, one of the two speculative penny plays on my initial "silver" list...

SBSW ROE 60.13 19.28 -0.71 -3.55% : Sibanye Stillwater Limited

^^SSW.JO 7,467.00 714.00 10.57% : Sibanye Stillwater Limited

AGPPF ROE 43.63 129.25 8.89 7.39% : Anglo American Platinum Limited

^^AMS.JO 187,801.00 8,805.00 4.92% : Anglo American Platinum Limited

IMPUY ROE 31.21 16.79 0.29 1.76% : Impala Platinum Holdings Limited

^^IMP.JO 25,261.00 1,688.00 7.16% : Impala Platinum Holdings Limited

NMPNF ROE 25.36 11.00 0.00 0.00% : Northam Platinum Limited

^^NHM.JO 22,925.00 1,617.00 7.59% : Northam Platinum Limited

ZIM.AX ROE 22.5 12.15 0.00 0.00% : Zimplats Holdings Limited

^^ZMPLF 10.71 1.61 17.69% : Zimplats Holdings Limited