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

To: Box-By-The-Riviera™ who wrote (215751)	8/4/2025 8:33:36 PM
From: TobagoJack	2 Recommendations Recommended By Arran Yuan Julius Wong Read Replies (2) \| Respond to of 218195

On station, nearly fully-invested, about 50% all derivatives and origins of gold, 25% gold and silver, 25% HK-listed China tech and tech-use-intensive equities Still have cash here there somewhere Coconut called to ask, “dada, am I in?”, clearly different from a few months ago, “dada, are you out?” The macro world looks friendly-not but quiet, too quiet, especially in the Ukraine-Russia direction, doubtlessly soon to go high-intensity dramatic The strange thing, today is Tuesday, but feels like Saturday, nearly forgot to check Hong Kong pre-open

To: Box-By-The-Riviera™ who wrote (215751)	8/6/2025 12:02:22 AM
From: TobagoJack	Respond to of 218195

re <<get for a trillion dollar defense budget>> ... (am told to complete your sentence just so) financed on borrowed money at interest rate high-enough resulting in total all-in cost higher than the budget itself whilst securing the minerals, widgets, doodads, gismos, and such from prospective opponent's industrial chains below new-new videos in anticipation of 3rd September multi-episode continuing show & tell are all picture worth some number of words variety, quite telling if true, arguably but can still be nothing-to-worry-about for only slightly improved since 1950s observation, it is possible that gold is still cheap, or at least inexpensive dated vlog to put the below 4 vlogs in context