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


To: bull_dozer who wrote (209817)12/31/2024 9:26:44 PM
From: TobagoJack  Respond to of 218182
 
Please do not watch and brief on what no one is supposed to watch and brief on and instead put faith in the ‘collapsing China’ meme :0)

More seriously, imagine the impetus that shall underpin 2025 gold market !

Think about why China a few weeks ago was able to issue USD dollar debt at rate cheaper than USA can do same

The world is turning or has turned upside down



To: bull_dozer who wrote (209817)12/31/2024 10:21:21 PM
From: TobagoJack  Respond to of 218182
 
>> THE F*CKING F*CKS

... further imagine a situation if any state manages to issue US$ debt at rate less than Team USA, what it would then mean as far as how the market regards the promises of that state and Team USA

now imagine that the issuing state is a civilisation-state of scale

and better, suppose that civilisation state is (1) lending the USDs back to Team USA at higher rate, and (2) also buying gold with the leftover US$

Mathematically that is what is happening now

It might as well be Team China doing so as Team China is the largest supporter of the USD system. As and when and if Team China refuses to accept the US$ as currency for manufactured goods, problems uncover.

theconversation.com
U.S. national debt is its Achilles’ heel, but China sees it as an opportunity
ft.com
China to issue first dollar bond in three years in Saudi Arabia
Choice of the kingdom highlights deepening financial ties between the two countries
ft.com
China borrows almost as cheaply as US in return to dollar bond market
Investors place nearly $40bn of orders to buy $2bn of bonds issued by China’s finance ministry



To: bull_dozer who wrote (209817)12/31/2024 11:02:12 PM
From: TobagoJack  Respond to of 218182
 
>> THE F*CKING F*CKS

... for 2024 seems that a blend of vol volatility BTC and fair volatility Gold beat out the magnificent-7

How $10,000 Fared in 2024 Across a Range of Standout Investments

Magnificent Seven gauge of US megacap tech firms surged 67% Trump’s crypto embrace took Bitcoin to a record high $108,316
Richard Henderson
1 January 2025 at 07:39 GMT+8

Wars in Europe and the Middle East. Global political upheaval. Angst over a potential US recession. These and other pitfalls stalked markets in 2024 but in the end investors who embraced risk reaped the rewards.

Relatively constrained volatility across assets provided a foundation for the gains, so much so that the question now is whether bigger swings are all but inevitable in 2025. For the year just gone, MSCI Inc.’s global stock gauge fell 2% or more on only three days, on the way to an annual climb of almost 16%.

The US drove the equity rally, notably a surge of 67% in an index tracking the Magnificent Seven megacap tech firms of Alphabet Inc., Amazon.com Inc., Apple Inc., Meta Platforms Inc., Microsoft Corp., Nvidia Corp. and Tesla Inc.

Bitcoin Outperformed Traditional Assets in 2024

Source: Bloomberg

That reflects “an extraordinary phase of outperformance” for the US as inflation cooled, the Federal Reserve lowered interest rates and the global economy avoided recession, according to Nick Ferres, the chief investment officer at Vantage Point Asset Management.

Other big performers included controversial cryptocurrency Bitcoin, which rose just over 120% and punched through $100,000 for the first time on President-elect Donald Trump’s support for digital assets. Gold, the more established store of value, posted a 27% jump — the largest in 14 years — as central banks and others sought a hedge for the panoply of geopolitical and economic threats.

The charts below capture how $10,000 fared in 2024 in some standout assets.

Trump’s Crypto Pivot

Speculators flocked to crypto anticipating a boom from Trump’s promise to make the US the global linchpin of the sector. Meme-crowd favorite Dogecoin’s 253% advance would have turned a $10,000 wager into $35,345. A similar bet on market-leader Bitcoin would have ended up at $22,046. Along the way, Bitcoin scaled a record high of $108,316 before pulling back.

US Megacap Tech

While enthusiasm about the transformative potential of artificial intelligence lifted the US megacap tech sector as a whole, chipmaker Nvidia was the clear winner among major names, turning $10,000 into $27,117. By contrast, Microsoft lagged behind, adding $1,209 to such a notional investment.

Milei’s Shock Therapy

Argentina’s S&P Merval Index was by far the best performer in a group of 92 primary equity indexes globally, according to data compiled by Bloomberg. That reflects investor optimism about President Javier Milei’s efforts to quell inflation and reverse years of endemic budget deficits. A sum of $10,000 plowed into the gauge would have become $21,377, adjusting for currency moves.

Gold, Silver

Gold received a boost from purchases by central banks — especially the People’s Bank of China and others in emerging markets — as well as Federal Reserve monetary easing and haven demand during periods of global tension. A $10,000 investment in the precious metal would have increased to $12,722. Silver got a tow from the gold rally and would have lifted $10,000 to $12,146.