Gyroscopic Investing

ochotona wrote: ↑Thu Sep 05, 2019 9:40 am

Cortopassi wrote: ↑Thu Sep 05, 2019 8:17 am Once again, all is right with the world, US and China are going to meet...Groundhog Day.

Gold and long Treasuries will be under assault for a while...

ochotona wrote: ↑Fri Sep 06, 2019 4:55 am I keep having purely good luck. Sold my Newmont Goldcorp and SIVR out of my HSA a few days ago, because am moving the HSA, but now prices are down, so I could rebuy at lower levels. Please don't recover before the cash moves over to Fidelity...

Mark Mobius, the founding partner of Mobius Capital Partners, recommends that investors hold 10% of their portfolios in physical gold, and invest the rest in dividend yielding equities.
In the first half of this year, central banks bought 374 metric tons of gold, according to the World Gold Council. That was the largest net increase for the first half of the year since at least 2000.
China’s central has been adding to its gold reserves for eight straight months since December, scooping up another 10 metric tons of the yellow metal in July, according to data from the People’s Bank of China.

Ad Orientem wrote: ↑Sun Sep 15, 2019 4:39 pm Anyone buying physical metals over the weekend in response to recent events in the Middle East? I came close at least three times but held back.

dualstow wrote: ↑Sun Sep 15, 2019 5:27 pm

Ad Orientem wrote: ↑Sun Sep 15, 2019 4:39 pm Anyone buying physical metals over the weekend in response to recent events in the Middle East? I came close at least three times but held back.

I would buy at 1300/oz. That has nothing to do with analysis (although you all know I’m a huge fan), but it would be a good spot for lowering my avg cost.

Hoping to be rid of my BP shares on Monday, but it probably won’t happen. KSA seems to have everything under control.

ochotona wrote: ↑Sun Sep 22, 2019 4:51 pm Newmont plans for success at a $900 gold price.

https://youtu.be/d7wTjo4avCE

Many companies, including the world’s largest gold miner, Newmont Goldcorp Corp., say they will only approve new projects if they can make money with gold at $1,200, about 20% below where the metal currently trades.

boglerdude wrote: ↑Mon Sep 23, 2019 2:17 am Wouldnt gold work better as money if there were no mining? Its supposed to be a stable benchmark against which to price everything else

ochotona wrote: ↑Wed Oct 02, 2019 5:45 am Firms offering no commissions on trading:

Charles Schwab (announced 10/1/19)
TD Ameritrade (announced 10/2/19, effective 10/3/19)
Interactive Brokers (the IBKR-Lite tier)

Cortopassi wrote: ↑Thu Nov 07, 2019 1:15 pm Anyone read/hear anything that's slamming gold and bonds today? Everyone will be putting 100% of their money in the stock market forever or something like that? No risk 25% a year investing?

In Europe, negative yields on some long-term government bonds—which had alarmed investors when they proliferated earlier in the year—faded amid evidence that easier monetary policy and potentially constructive political developments may have helped the world’s biggest economies dodge a major growth slowdown.
...
Hopes of an initial trade deal between the U.S. and China this week help the outlook for Germany’s export-dependant economy—the eurozone’s largest—in particular, investors say.

dualstow wrote: ↑Thu Nov 07, 2019 3:10 pm

Cortopassi wrote: ↑Thu Nov 07, 2019 1:15 pm Anyone read/hear anything that's slamming gold and bonds today? Everyone will be putting 100% of their money in the stock market forever or something like that? No risk 25% a year investing?

WSJ says

In Europe, negative yields on some long-term government bonds—which had alarmed investors when they proliferated earlier in the year—faded amid evidence that easier monetary policy and potentially constructive political developments may have helped the world’s biggest economies dodge a major growth slowdown.
...
Hopes of an initial trade deal between the U.S. and China this week help the outlook for Germany’s export-dependant economy—the eurozone’s largest—in particular, investors say.

WSJ paywalled - https://www.wsj.com/articles/the-wave-o ... 1573140838

So, I guess- trade tensions easing, bond yields surging.