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

To: sense who wrote (185503)	3/18/2022 7:48:19 AM
From: TobagoJack	Respond to of 217774

W/r to the agri-ETFs I guess that at the moment Wheat, Corn and Soybeans and and and are in a steep backwardation, so futures based funds will be selling high and buying low every time they roll over the futures Else the more ‘usual’ / traditional contango in these futures based ag funds slowly bleed them out?

To: sense who wrote (185503)	3/20/2022 6:39:19 AM
From: TobagoJack	Read Replies (1) \| Respond to of 217774

I think, during the course of weekend deliberation, that the simplest trade is the gold trade, and even as we engage in faster, more frequent, and larger gold trade, the papers, we must divert some part of the accumulation of goodness into physical, also faster, more frequent, and larger. But, and, cannot do physical w/ silver, not realistic. Must also consider more Pt and Pd, even as those physicals sport considerably higher % premium over spot. I think BTC is breaking out soonest. We watch the hot-war at the core, the sanction-war all around, the monetary debasement everywhere, and the devolution of truth from the core through to everywhere. A longtime tenant (French Jews sporting Israeli papers) who has turned into a friend and who operates a diamond mine in Africa has offered me monetary diamonds (brilliant cut, high CCCC - color, clarity, cut, carat (1 and 2 carats)) should I wish for a portion of the abode rental. Pondering. Valuation would be between ex-mine and wholesale. What is this world coming to? Barter trade, gold exchange, crypto savings, and Ag / Pd / Pt hoarding. Incredible. I do not believe as stated long ago on SI that Team China is at all interested in having the RMB (CNY) be categorized as reserve currency. China only wish to trade goods denominated and paid for in RMB / CNY and avoid the reserve currency ‘honor’. OTOH Team China continuing to pile up US$ / Euro / Yen is unlikely. So … what gives? USD cannot go down against any other currency, and yet … Soon buying Honda cars and setting them on construction blocks might become fashionable again, followed by WIN (win inflation now) buttons. To quote myself, <<… nation in command of the global reserve currency is living beyond its means fighting meaningless wars and cannot discern truth from facts.>> Message 25163417 (circa 2008)