Search found 3050 matches

by Ad Orientem
Thu Aug 15, 2019 11:50 am
Forum: Gold
Topic: The GOLD scream room
Replies: 2563
Views: 423813

Re: The GOLD scream room

So we are seeing an alternate universe for gold’s behavior right now. Random theories to explain: The latest move IS simply a random event. The latest is a return to mean event after several sucky years. The latest is fundamentally driven...if the US is going to ZIRP now, better to hold something t...
by Ad Orientem
Wed Aug 14, 2019 4:39 pm
Forum: Bonds
Topic: The Bond Dream Room
Replies: 407
Views: 85168

Re: The Bond Dream Room

Fun perspective. Record set on 30 year us bonds: https://www.nytimes.com/1982/02/05/business/record-set-on-30-year-us-bonds.html Ding ding, all time highs. So much for all those people that were convinced the bond bull was dead and that yields had nowhere to go but up. All bow before the genius of ...
by Ad Orientem
Tue Aug 13, 2019 12:47 am
Forum: Other Discussions
Topic: Reports: Chinese troops are massing on the border with Hong Kong
Replies: 0
Views: 96

Reports: Chinese troops are massing on the border with Hong Kong

https://www.cnbc.com/2019/08/13/hong-kong-protests-china-media-says-military-assembles-nearby.html The only surprise here is that Beijing has let things go for as long as they have. A while back there was a discussion on one of our pages about a non-US PP and the question was raised about geographi...
by Ad Orientem
Mon Aug 12, 2019 11:03 am
Forum: Other Discussions
Topic: Argentine election surprise triggers crash in peso and bond sell-off
Replies: 1
Views: 90

Argentine election surprise triggers crash in peso and bond sell-off

The Argentinian peso and government bonds sold off steeply Monday after the country’s center-right President Mauricio Macri performed poorly in primary elections. Macri lost by a far greater margin than expected on Sunday, early official results showed, casting serious doubt over the incumbent’s re...
by Ad Orientem
Sat Aug 10, 2019 5:34 pm
Forum: Other Discussions
Topic: 11 Millennial ETF the SPY
Replies: 1
Views: 126

Re: 11 Millennial ETF the SPY

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by Ad Orientem
Sat Aug 10, 2019 5:16 pm
Forum: Other Discussions
Topic: Epstein
Replies: 70
Views: 2297

Re: Epstein

Of course people can conspire. But conspiracies involving high profile murder don't usually remain secrets for long, when they are real. And I don't think Epstein could cut whatever deal he wanted. That card had already been played and had caused a public scandal. Epstein knew he was going away for ...
by Ad Orientem
Sat Aug 10, 2019 1:03 pm
Forum: Other Discussions
Topic: Epstein
Replies: 70
Views: 2297

Re: Epstein

While I can understand the explosion of conspiracy theories over this, my gut says that Occam's razor applies. It is far more likely that one or more people dropped the ball and Epstein was able to kill himself. But in situations like this, truth and facts quickly become meaningless. There is a cert...
by Ad Orientem
Sat Aug 10, 2019 11:14 am
Forum: Other Discussions
Topic: Epstein
Replies: 70
Views: 2297

Re: Epstein

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It's been a longtime since a death was so certain to fuel conspiracy theories.
by Ad Orientem
Wed Aug 07, 2019 11:05 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 2563
Views: 423813

Re: The GOLD scream room

dualstow wrote:
Wed Aug 07, 2019 8:27 pm
I don’t hold any silver to speak of, but you’ll make Ad O happy.
I generally don't speculatively buy when the market is moving violently up. Yes, I'm regretting not having bought more silver when it was under $15 oz. But that's life. Today was still a really good day.
by Ad Orientem
Wed Aug 07, 2019 7:40 pm
Forum: Cash
Topic: How do you invest the Cash portion?
Replies: 28
Views: 1569

Re: How do you invest the Cash portion?

In sum, for those of you following what is proscribed in the book (with no additional enhancements) how are you fulfilling the 25% cash portion of the portfolio? Thanks https://image.cnbcfm.com/api/v1/image/103210296-GettyImages-86433404.jpg?v=1449061469&w=630&h=505 I'm not sure why, but I tend to ...
by Ad Orientem
Wed Aug 07, 2019 2:04 pm
Forum: Gold
Topic: What's going on with silver?
Replies: 107
Views: 14216

Re: What's going on with silver?

https://images.squarespace-cdn.com/content/v1/54f74f23e4b0952b4e0011c0/1548993001072-JR5GVZISCMLAD3205HLH/ke17ZwdGBToddI8pDm48kCo1gIeFkgmBLXN-C0RTDoR7gQa3H78H3Y0txjaiv_0fDoOvxcdMmMKkDsyUqMSsMWxHk725yiiHCCLfrh8O1z5QPOohDIaIeljMHgDF5CVlOqpeNLcJ80NK65_fV7S1UVadvu_lxBp_DUX6XG3pcG1g5eD708pcJ-mxUOFkCVhy7...
by Ad Orientem
Tue Aug 06, 2019 11:29 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 2563
Views: 423813

Re: The GOLD scream room

It's about half past midnight here and gold is within spitting distance of $1500.