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


To: TobagoJack who wrote (186622)4/20/2022 6:15:12 AM
From: sense  Respond to of 217652
 
Double the supply of money... expect prices will double...

That it happening makes things harder... really only means the money created isn't being distributed evenly...

So, its not oil doubling that is the source of the stresses... but the hoarding of the new $ by those who have it given to them...

i think the "supply chain issues"... sanctions and conflict... the need to realign logistics... are a bigger driver of disruption than price... in that range.



To: TobagoJack who wrote (186622)4/20/2022 1:15:04 PM
From: sense  Read Replies (2) | Respond to of 217652
 
Poking at that a bit today...

I don't think energy prices are able to be constrained as fully as gold and silver are... or, they can't be without cooperation from OPEC... or, OPEC+... and you know that ain't happening.

But, assuming "the plan" is to constrain them... rather than fail in the effort made to constrain them ?

Look at what they're doing... not what they're saying... ?

The other constraint in energy... is America's capacity to remove itself from the market... or not. And, currently, we are back to the hard core 1970's version of "or not"... And, that's a choice... which defines a purpose... which may not be the one you hear them talking about while implementing what they are ?

The higher energy prices go... the more advantaged American's are... as even without full independence we're clear beneficiaries of higher prices just as much as other producers are... while also, if perversely, are the largest beneficiaries of inflation... while still not having to bear the dual cost of rising prices and declining values in currency... generally...

So, in think energy prices are about energy policy... and how that plugs into other plans...

But, the gold price suppression... is about only one thing...

So, useful, perhaps, to note changes in the structure of the trade... and how those changes might conflict with "the narrative" being advanced in relation to that structure... and its purported purposes...

Still leaves you having to parse the future... not just in terms of "inevitabilities"... but in terms of TIMING... which is the only aspect that really is critical in making sense of a trade... relative to the cost of the time...

So, looking at it again today... the March 7 and March 14 dates recurrent features in "change" recently...

It appears... Basel III not withstanding... gold price suppression is back... with a vengeance... and, it never really ended... as the March 7 date was the end point of a "cap" trade suppressing and limiting the move higher... while the March 14 date was a reset of the market suppression... paired with "breaking the markets" at that interval when oil fell, and nickel... stopped... and SBSW suddenly became not worth so much... even as the prices for its products continued to be held at risk of massive supply shortfalls ?

The capping of the move in nat gas... predictable as can be... still not answering why it is... that some trades are "capped"... and others are... traded at phenomenal P/E's... avoiding the B word...

The commodities suppression scheme... is not dead yet... So, the effort expended intending to make you think it had been ended would be.... ???

A lot of ways you might seek to show it... but, as long as consistency is applied in the means... Do you note any obvious issues in "patterns changing" ? There clearly is change... but, that change has not ended price suppression in gold...