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Pastimes : The Philosophical Porch -- Ignore unavailable to you. Want to Upgrade?

To: Rarebird who wrote (19851)	12/13/2023 10:50:32 AM
From: Rarebird	Read Replies (1) \| Respond to of 26251

I am a true American Portfolio Manager who has all these checks and balances in my portfolio. I am very opposed to making huge bets in any one stock or sector.

To: Rarebird who wrote (19851)	12/13/2023 11:19:38 AM
From: Real Man	Read Replies (2) \| Respond to of 26251

LOL. Fed announcement and conference today. I think stocks and bonds will take some beating since they are once again overly optimistic on Fed easing. Gold and silver will take even more beating -g- Fed said nothing about 50 bp cut last time. If they continue tightening rhetoric everything will sell off.

To: Rarebird who wrote (19851)	12/13/2023 11:25:04 AM
From: Real Man	Respond to of 26251

Everything is beaten down through infinite borrowing from the Fed by bullion banks. This leads to lower gold and commodities because one has to pay to be long, commodities don’t pay interest, and you have to pay storage costs, relatively small for gold, gigantic for natural gas. Now this fee competes with risk free rate of 5% plus. Why ung is particularly shitty, why stocks always go up. The magic works itself through options selling which suppresses volatility. Trading POSes with suppressed volatility tend to rise in price over time. I said POS because it really does not matter what it is or what valuations it has or if it’s even crypto like Bitcoin without any intrinsic value.