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


To: TobagoJack who wrote (185317)3/13/2022 9:38:05 PM
From: sense  Read Replies (1) | Respond to of 217716
 
LOL !!!

Otherwise... ?

I'm watching vid by a highly persistent tout for "new all time highs coming... soon"... who suddenly realized today that the charts he's been trying to use to serially craft that argument each day through lower highs and lower lows... simply do not allow it any more...

First time today... saying... even if it bounced at the open tomorrow... it will turn lower and... drop hard...

Oh, but then... !!!

How much to weight the "news" that hasn't happened but may... versus the sea of red and what the chart "actually" says?

He's now turned to touting the benefits of the extreme fear reading presently... and, after this next drop... probably that extreme fear will be driving an inevitable reversal as that's just too much fear to be sustained...

And, he's VERY nervous today... uncertain... talking himself into it... and clearly not buying it himself...

It seems... he's not paying ANY attention to the news ?

Market pulse... vs news flow... and... how much linkage.... as... how much confidence vs "hopium" ?



To: TobagoJack who wrote (185317)3/13/2022 10:24:57 PM
From: sense  Read Replies (1) | Respond to of 217716
 
I expect the one story that's hard wired... in market perception at least...

Is that "events" have induced "error" in the extreme in "reserves" being sanctioned / seized... removing the underpinnings not in the dynamic in the trade short term... but in the perception of "reserve holdings" viability as a "risk free" asset...

That's "done"... can't easily be "undone"...

So. leaves me wondering, belatedly, how much SBSW move is linear to palladium risk perception... and how much is linear in relation to "a gold trade"... ?

That's most a statistical analysis question...

But the rest... is that the "noise" is a distraction from the core driver... as much as it is a separate driver...

Inflation... in spite of Biden's failed attempts to pitch it... is not a "Putin Problem"... ?

Before war was seen a risk... "the end of March" (two weeks) was already the expectation... I doubt the "noise" has distracted the focused from task... but likely has distracted "mass movement" that way...

Rather than rigor... I will apply "comparison" first... and... its yield is now... what ? 7.05% Noting the other strong correlate I see in timing vs the recent price moves is a recent bit of news:

March 2: What Makes Sibanye Gold Limited (SBSW) a New Strong Buy Stock


The only thing that talks about is... #1 rank... strong earnings power... no "story stock" backgrounders at all ?

So, maybe overly attributing my own fundamental situational analysis to the market... when its really only "a trade"... that some clearly may have known was coming ahead of time... ADL up... NVI down... coordinated... soon compensated... ?