Golds also more in vogue now. When your shoe-shine boy starts wearing gold rings/necklaces and chats about gold being so great - the up arrow might have peaked, turn and start a down-run. Stocks PE down from recent 26 to half of that. You must travel in different circles. All I hear about is stocks...

This thing is going to correct, maybe by a lot, it can't be going up like an arrow. Even with the recent dip the S&P500 is still up something like 15% annualized over the last 5 years. Dipping a further 25% would reduce that to a modest 8% annualized (still reasonable given relatively low infla...

bitcoin hadn’t proven itself to be a hedge to anything . if anything it’s traded like a tech stock following them up and down . gold is a far better hedge and has proven itself over and over to be better at the last two decades than bonds have been Nor is Bitcoin anonymous/safe (state independent)....

Goes to show there are plenty of ways to honor Harry Browne's insights and defensive mindset while deviating from the classic PP. A fundamental of the PP is diversification. Being able to reduce some of whichever is the most-up/least-down as a means to spend (average-out over time). Even cash at ze...

Making America great again - bringing manufacturing back to the US https://external-content.duckduckgo.com/iu/?u=https%3A%2F%2Fwordpress-assets.futurism.com%2F2025%2F04%2Fchina-mocking-ai-video-americans-sweatshop.jpg&f=1&nofb=1&ipt=a5de16c3621c08b21c4d4e760690db0511c879e9a4ba04385ceb2c0...

Bitcoin seemingly uncorrelated to the ongoing carnage, at least in the short term. Dumping dollars also entails selling US stocks. That flows into other assets such as gold, silver, bitcoin. Previously bitcoin was much like a leveraged tech stock index holding, similar in motion to TQQQ for instanc...

ban citizen ownership of gold (again) ban citizen ownership of non-US stocks I suspect gold wont be banned, rather just the taxes being raised to excessive/punitive levels that as good as make it banned. Others may very well raise dividend withholding taxes as part of tariffs reciprocation to punit...

From at least 1775 to 1900 and gold remained at GB Pounds 4.25/ounce. A one Pound Sovereign gold coin contains a little under a quarter of a ounce of gold ( 1 / 4.25). US inflation over those years annualized 0%. Lending money (gold) typically earned 5% - which was like a real rate of return. The tr...

Shocking. Have you given any thought to emigrating somewhere? I know it’s not that simple. Until recent I couldn't, sole (very long term) carer for my mother who recently passed away. Now I'm free to travel more so inclined to become more nomadic. Tempted to do the couple of years of travelling bet...

The BBC used to be the main independent provider of impartial news/entertainment, all funded by taxpayers to better ensure that impartiality. Then after a period of only burn your bra females need apply for jobs within the BBC has transitioned it to being a considerably biased entity. More recently ...

It's a case of WOKE. Say anything that offends even one individual and a barrage/prosecution might follow. Comedians are no longer funny, too restricted to not offending anyone. The Police and Judges are wary about being seen to be racists/offensive against minorities. Where that 'liberalism' is als...

. . The current uncertainty is how other countries will respond, and that is a big uncertainty. If we see a lot of retaliation, and not a lot of deals, it could cause global slowing of trade and a decline in economic growth. If we begin to see a lot of deals being made, it could usher in a positive...

Even with gold remaining level, stocks declining, the stock purchase power of gold rises. How far might stocks decline? Well the US is running with a $1.2Tn trade deficit - that many are now taking payment for in gold (buy Gold Futures with Dollars, take physical delivery of the gold). A internation...

Every day I see news about people getting arrested for social media posts, but Muslim immigrants given a pass for assembling and shouting about how they want Sharia law in their new home country. Is this right wing propaganda or is it real? I can’t tell, because I don’t know what news sources are r...

I wonder how that "taking him seriously, but not literally" thing is working out for everyone who doesn't have TDS. Listening to somewhere today that there is the 32% who will never leave him but no matter what. But all the new ones he captured for the 2024 election ... came because they ...

Russia?

Exempted?

I was starting to get the feeling that Seajay is secretly Mohamed El-Erian (ME-E) but today I was reading some FT clippings and there was one on gold in which ME-E was talking about the erosion of the dollar, but added that there is nothing and no one else who can nor who dares to replace the dolla...

Since 1927 67/33 midcap stock/PM (silver pre 1976, gold from 1976) 30 year MaxWR% was better than S&P500 (total returns) in 50% of samples, median case of those = S&P500 had 0.77 times the MaxWR% of 67/33 Midcap/PM. In the 50% of cases when S&P500 had a higher MaxWR% the median case of t...

In 60% of 30 year SWR cases since 1872 the MaxWR% was 10% or less more for all-stock compared to 67/33 stock/ITT. In 15% of those all-stock was worst than 67/33 (median 3% more, i.e. 6.18% instead of 6% MaxWR% (negligible)). Often individual samples somewhat compared to all stock outcomes. Outside o...

Are the EU and UK about to impose punitive digital and energy taxes upon US exports? UK energy costs are FIVE times that of the US, a unfair advantage where the US has been taking advantage of others - in reciprocation of Trump claims of all trading partners having taken advantage of the US. All-in ...

In 1980 gold was high, 2000 it was low. Plot a inflation adjusted chart for the price of gold since 1980 and recently its "up-there" (high). Much fear/concerns coupled with the realization that bitcoin isn't all it was thought it would be - isn't anonymous/safe (can't beat physical in-hand...

But be careful what you wish for. Good luck with Russia and China as your "friends." Too me it seems unwise to choose them because the U.S. president is rude. Trump talks about how he wants, even needs Greenland. Putin actually seizes territory. China is colonizing parts of Africa and the...

I wonder if the NATO "attack against one is an attack against all" provisions contemplated the possibility that a NATO member could be the attacker? NATO is pretty much now a remnant, the EU+others will spend/develop their own independent umbrella. SWIFT will decline as the EU also aligns...

I actually don't mind a good attempt at shaking some things up. I wouldn't argue that quite a bit of the world has enjoyed a relatively benign environment thanks to the US taxpayer and military. As a result, many countries haven't taken their own security very seriously and have been able to freelo...

... There's more gold vaulted in London ... London claimed 8,477 tonnes at the start of March. The LBMA doesn't offer any breakdown on how much of that is actually unencumbered and available to the market (not owned by ETFs, central banks, bullion banks, etc.). The LBMA's technical default with T+6...