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


To: marcher who wrote (201000)8/27/2023 8:35:37 PM
From: TobagoJack2 Recommendations

Recommended By
marcher
re3

  Read Replies (1) | Respond to of 218031
 
70% cash = US$, and near US$ (HK$, and a bit of 2-yrs US$ T-bill, and even some 30-years HK$ and US$ government bills)

asset cratering might happen well before rates touch 7%

looking for market meltdown September / October, followed by concerted money-printing necessitated by US electioneering

readying to buy w/ own funds, and leverage-buy w/ bank money to load up on more of what I already hold

am long SIL, AG, PSLV, XOM, BHP, RIO, VALE, NEM, FNV, DRD, SBSW, 0941.HK (China Mobile), and 0883.HK (China National Offshore Oil)

am long VXX whilst short QQQ

Hope for merry Christmas

It is as if am watching a bank robbery, and in midst of gunfire and escaping cars and confusion, a handy satchel of diamonds dropped in alleyway next to my feet.

no one and no cameras around, and clear getaway path just around hidden corner. quick, and but quick, what is the right thing to do?

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hide the satchel behind dumpster, protect against the bad guys, and walk away empty handed, of course.



To: marcher who wrote (201000)8/29/2023 5:21:01 AM
From: TobagoJack  Respond to of 218031
 
argentina, watch & brief, on death-watch but should prove valuable

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however Message 34398157