SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: bull_dozer who wrote (184928)3/6/2022 9:50:47 PM
From: TobagoJack  Respond to of 219712
 
we might be able to dispense with analysis of gold, since all the reasons bull / bear are on the table already

And we wait for the

tenor.com




To: bull_dozer who wrote (184928)3/6/2022 11:19:14 PM
From: TobagoJack  Respond to of 219712
 
Do not know anything, or next to nothing about about QE5, but appreciate the possibility that is inevitable, even if only after another while.

In the meantime, as wagers of HK-traded US-domiciled paper gold (2840) working out, and HK-traded Russia-domiciled Aluminium (0486) also working out, and noted what a friend who backs a lot of shipping companies by capital had to say about Pacific Basin (2343.HK) and I intuited natural opportunity / risk in Cosco Energy Transport (did not DD except noted the words in the name) (1138.HK), I entered what seems to be warm water.

I do note that USA MUST stop importing Russian as well as all -stan energies even as must rehabilitate Iranian (assuming Moscow does not object) and Venezuelan energies, and as must double up on sanction against CCP China China China Xinjiang solar and maintain moat against China Nuclear Energy complex, soon the world shall be flooded with cheap energy as long as from PoV of Moscow, Tehran, Caracas, and Beijing, and possibly New Dehli, but less likely for Washington and Berlin. Three sellers and one buyer, and one that can ship own purchases backstopped with state-sponsored insurance policies and a big navy needing a testing, sporting desert- / forest- / mountain- based anti-ship ballistic missiles enabling a out-sticking stick.

Russia is old fashioned, gcaptain.com

USA caught in a time warp of outdated concepts navalnews.com of big boats

China doing own thing

IOW, a strange kind of inflation where the FED must crater-down by at least talking rate hike, and the PBOC must ease, to soak up deflation.

Under that circumstance, QE5 can prove amazing.

I have a suggestion for folks to write to there congress people, to declare Russian gold and palladium and platinum and energies as 'conflict-commodities', CC for short. This is the sort of sanction against Putin I can easily understand and support.



To: bull_dozer who wrote (184928)3/6/2022 11:35:43 PM
From: bull_dozer  Read Replies (2) | Respond to of 219712
 
China Opposes Sanctions and Has a Reputation for Busting Them

Sanctions on Russia for Ukraine war could prove less effective if China offers market access

Under international agreements, North Korea isn’t supposed to be able to export its coal. That its smugglers have been doing so right under China’s nose is one reason Beijing is in focus as sanctions bear down on Russia.

Chinese companies have repeatedly dodged restrictions on trading with countries like North Korea, Iran and Venezuela, according to sanctions investigators from United Nations panels of experts, the U.S. Treasury Department’s Office of Foreign Assets Control and other monitors. A U.N. panel’s report six months ago, for example, documented how North Korea-connected vessels illegally made 41 coal transfers in about four months just offshore from China’s busiest port.

Western actions to sever many of Russia’s ties to the global economy as punishment for its war on Ukraine could be less effective if China offers Moscow access to what some see as the bazaar of choice for rogue nations.

Sanctions-busting on Russia’s behalf would be large-scale, requiring forthright state involvement such as deals with big government-run firms or the application of laws designed to undermine foreign sanctions. It is typically small-time traders who get involved with North Korea, monitors say.

wsj.com