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Strategies & Market Trends : The Art of Investing -- Ignore unavailable to you. Want to Upgrade?


To: Sun Tzu who wrote (4982)8/1/2022 7:25:54 AM
From: Cogito Ergo Sum  Read Replies (1) | Respond to of 10768
 
OK got to minute 22.28 but it's Monday AM and I have stuff to do :)

It is very interesting ...
  • his comments on politicized are bang on .. it is not about what is right anymore.. it is about 'my team'
  • the importance of EMs has been so very missed.. China is an EM ROTFLMAO..
  • Putin can still sell his oil at a good price..
  • They may already be building NG lines to India and China
  • Putin has ACES


My comment.. India and China(have said this many times) should pay for the sins of the West ? NO.

restarted my 2X oil short Friday 22nd
closed 2X Long Spx Friday 29th

restarted 2x oil short Friday 29th

watching my TNA closely

the employment rate keeps being touted.. .. big companies are laying off in droves R is coming

My HD was not making plan.. They made plan again last two weeks after plan was reduced and big markdowns spurred buying on seasonal stuff.. last year there were NO MARKDOWNS ... this year they are early

One of my lines long ago and many times was the pie is being divided by a LOT more players .. and growing ... EMs more important .. who'd a thunkit LOL

bear market rally

and agree once I finish it.. will listen a second time

inflation looms it is seeded by recession



To: Sun Tzu who wrote (4982)8/1/2022 11:48:19 AM
From: Real Man  Read Replies (2) | Respond to of 10768
 
2-3 last minutes he talks about what essentially is Russia/China bringing back the gold standard. Can you believe that? There was talk of BRICS reserve currency mainly coming from Putin during BRICS meeting, but I saw no follow up, so my assumption is it’s not happening. I do think that if US and Europe fail to stop devaluation of the global reserve currencies, voices for their replacement will become louder and gold share on CB balance sheets will increase.



To: Sun Tzu who wrote (4982)8/2/2022 10:01:48 AM
From: Real Man  Respond to of 10768
 


FWIW, a historical perspective, you can see the effect of ww2 on Europe and how US became the biggest economic power. Basically, China/India are destined to overtake US due to their population. Look where it was in 1820. Let’s hope there is no ww3 about it.