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

To: bull_dozer who wrote (216573)	9/14/2025 8:47:24 PM
From: Box-By-The-Riviera™	1 Recommendation Recommended By bull_dozer Respond to of 217561

in my view, the top is a far away place right now. and for some time to come. and events that will happen have not yet come close to happening which should be gold supportive as well. ride the wave. ride the economics. ask that same question to everyone who has been riding the US stock market for more than a decade.. if they are gonna get out before the top LOL. M2 plus more says, they don't have to worry about it. but they might have to worry if trading a single share of Berkshire gets you a half loaf of industrial bread at the day old store. see all the markets in the last 20 years in countries going bust. argentina too many times, venesuela, mexico peso, thai baht..... markets did incredible, but the purchasing power cashed in was NULL. and as to the spx and all that.... most of it is buying index funds. there's no stock picking. and the indexes are weighted in favor of the leaders. all pulling huff and puff the small boats in their tail waves. which of course, inflated stock prices cover many shitty balance sheets and other such things. it's a bubble full of painted tulips. precious metals don't compare.

To: bull_dozer who wrote (216573)	9/14/2025 9:25:03 PM
From: Box-By-The-Riviera™	1 Recommendation Recommended By bull_dozer Read Replies (1) \| Respond to of 217561

miners starting to lead and not only catch up in appropriate values, but marking a new phase. example now would be: GDX up 38% this year. Gold itself 11%. typically very healthy bull market action aside from the many other considerations. and in all the noise, gold has outperformed the spx for years now. anyway.. i don't mind if the ride is quiet. i don't care to have the fuckers who are buying nvidia and AI shit hanging out in my neighborhood, until indeed there is a top and I will be very glad to sell all I have to them and watch as they shit in their pants. btw. hard to hack gold. you can coin clip it (diocletian). the day any one of the digitals either gets hacked or that bad boy magenetic wave arrives from the Sun and wipes all the drives clean... precious metals and hard assed necessary commodities will be the only things in play. you cannot eat block chain. LOL

To: bull_dozer who wrote (216573)	9/14/2025 9:52:33 PM
From: Box-By-The-Riviera™	2 Recommendations Recommended By bull_dozer Pogeu Mahone Respond to of 217561

explorers and such are, when a bull leg is forming, absolutely tail risk stocks.. aka high risk. but when they perform, the correct ones, they go from 10 cents to 1.00 dollar and higher depending. the biggest problem is they have to survive the time it takes for higher gold prices to appear and all the pitfalls along the way.. aka simply running out of funding and going BK. but the wager is, more of them will go crazy than the few that die, more than making up for any of those losses. those wagers were least invested with potential for highest possible returns.. compared to the majors and sub majors etc etc etc. in my case more than I like have disappeared during the unusual pause we have had in this bull leg lasting some two years etc of sideways movement. they didn't survive. but over all, those tail risk wagers have not killed the portfolio in anyway. they simply did not enhance it per se. but that may change. we shall see. Of course had I known how this leg was going to play, I might have taken a different approach. but the future in a market down to share holding is not a vacation hobby to begin with let alone the gold sector etc. Heinz was a tail risk guy. he loved tail risk bets like gamblers love going to the horse track. It worked for me the first two legs. I would never structure again that way unless I really thought an all odds against horse had a chance of beating the odds. I have a couple left that may well do it. only time will tell. it would only take one to blast the portfolio as if none of the others ever existed. and i'm positioned if that's so. and if it doesn't happen, all else is solid. in terms of the long term macro outlook and the rest. but.. USA is confiscating 10 percent of Intel. Hmm. fuckers can do whatever they fucking want it seems. we shall see.