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


To: TobagoJack who wrote (213519)4/15/2025 10:17:52 PM
From: Maurice Winn2 Recommendations

Recommended By
Arran Yuan
Pogeu Mahone

  Respond to of 218074
 
No need for talk. Everyone just do what is sensible for themselves

The Team Trump still waiting for Team Xi's call

Am having doubts if the call will happen


If USA wants to charge themselves lots of import tax, that's up to them. If China thinks it's a good idea to do similar, or not, that's up to them. It's so simple. No need to have trade talks. If somebody doesn't want to buy my products I sell them to somebody who does.

As I explained decades ago, the idea of trade balances is silly. I buy from supermarket, petrol station, airline, but they buy nothing from me. Trade balance 100% in favour to them or me whichever way around favour is. I sell mobile cyberspace to somebody and they sell to somebody else who sells things to supermarkets, airlines and petrol stations. It's surprising how hard it is for people to understand such simple things. Trade balances don't matter. Money goes around. It's always owned by somebody and they can go shopping.

It's a good idea to tax at the border rather than internally because the entity is the country and externalities can disrupt. Such as China deciding to cut off supplies to USA for malicious reasons. Or USA deciding to blockade China for malevolent ideas.

USA is mega$trillions overspending going bust so they have to charge taxes or cut spending bigly coz going Zimbabwe is a once off gone bust calamity. Tariffs is a good money collection method while they figure out how to stop the aortic blood loss. Unfortunately for them they are like drug crazed addicts and can't go cold turkey. Voting to keep spending, borrow and hope. $10,000 an ounce seems certain. Maybe as soon as Xmas because things can go cuspy, parabolic, hyperbolic, exponential and asymptotic.

Mqurice



To: TobagoJack who wrote (213519)4/16/2025 2:34:39 PM
From: Maurice Winn2 Recommendations

Recommended By
Arran Yuan
jazzlover2

  Read Replies (1) | Respond to of 218074
 
The only gold I've owned I lost at the bottom of a lake in Maine in 1976.

I assumed USA would not kill the goose that lays the golden eggs but DOGE has failed. The goose is on the chopping block. Fortunately for me, I had seen that coming over the last decade so repatriated funds and sold out at the nzd vs USD bottom and near bottom while hope remained that Churchill's explanation was correct, that America always does the right thing, after they've tried everything else first.

Unfortunately, it's a race to the bottom. Aotearoa-Zimbabwe has gone woke and is also going broke. Eurostan plans to do the right thing, having gone woke and broke. by waging war on Russia. I think that's the wrong thing, yet again. As I explained a few years ago, that will return Genghis Khan's descendants' Western border all the way back to Hungary. But women love war and killing so Ursula, Herr Gruppenfuhrer Stoltenberg, and the coven of Western harridans are festering to launch Barbarossa, charge of the light brigade, to 1812 Overture and finally take Moscow.

When I was young and naive, I mistakenly thought women were the opposite. Silly me. In the mammal world, including primates, the females like aggro and they mate with the alpha males who win.

In sport, which is sublimated war, the men choose sides, the cheerleader prizes ready for mating cheer and prance, the winners get a big boost in testosterone and the losers slink off into the forest. The winners get the girls. The girls like it. They go for the winners. They WANT the war.

By having women voting, we're getting war. The opposite of what I imagined. Men are more circumspect because they know when push comes to shove THEY are going to be thrown into the meat grinder.

Women have also voted for government welfare because they prefer government to men for cash flow. That's causing the collapse of the so called free world. When incentives have gone, people won't perform.

A comparable thing happens in totalitarian autocratic societies like China. Lying flat makes sense. The stupid one child policy caused a huge shortage of women. But Virtuous Victorian Values counteract that so the boom continues.

There's much flux in the world. Rather than buy gold, which involves high transaction costs, being robbed, difficulty in taking it in aircraft within 7kg hand luggage, or sewed into a jacket which would ring alarms at security checks, there are plenty of currencies to move to when one goes woke.

At present I've got nz$; but moving to yen yuan rouble, rand, rupee, are possible escape hatches. Crimea would be nice in northern summer.

If I had gold in a bunker in Hong Kong, China now controls that. They might decide they need it more than I do.

Meanwhile the oil to gold ratio is shrinking. Since gold is made out of oil, it might be that gold is too expensive.

Maybe the drug crazed Americans will get religion and cut their spending. Balance the budget. Pay off loans. It aka AI which I've explained for decades is the biggest thing ever could turn things around bigly. The industrial revolution replaced our muscles. It will replace our brains. It's the biggest thing not just since the invention of the steam engine, wheelbarrow, and everything else combined.

It's bigger than the invention of sexual reproduction, eukaryotes. Bigger even than the invention of DNA and the four nucleotides. We need to go back to the invention of the four forces of the apocalypse at the beginning of time. It's as big as time itself. It's big. A mere zygote right now. But give It a few years.

Zygote to zeitgeist.

We don't know where we're going but we're on our way. Anything could happen and probably will.

Mqurice



To: TobagoJack who wrote (213519)4/17/2025 9:25:22 PM
From: Maurice Winn  Respond to of 218074
 
Get more gold.... I got sidetracked. I bailed out of USD into nzd right at the bottom and not far from bottom. In a few days USD has dropped 9% vs NZD and 11% vs gold.

My transaction cost into nzd is much lower than into gold. But nzd is based on parliamentary hot air guaranteed to do perpetual fiat damage, so my position remains temporary. $trillions of USD are surging around looking for safe harbour. Confidence in USD seems thin. It would be interesting to see a full Weimar style with Zimbabwe overtones and assignat context. Americans are determined to do it.

Teotwawki is looming large.

Where to next?

Mqurice