Gold traden - long bzw. short
@TaviCosta
If you learned anything about markets throughout history:
When the yield curve inverts, buy gold and sell stocks
https://twitter.com/TaviCosta/status/1638673753558355970
"Lower Dollar, Higher Gold
Even in an emerging multi-polar world, there’s no obvious replacement for the deep, liquid US capital markets. So the dollar won’t disappear from global trade. However:
If the BRICS have the commodities and the US and its allies are left with finance, pricing power for crucial things like oil and gold will shift to Russia, China, and the Middle East.
Falling demand for dollar-denominated bonds as reserve assets will send trillions of dollars now outside the US back home, raising domestic prices (which is to say lowering the dollar’s purchasing power and exchange rate).
The loss of its weaponized reserve currency will lessen the US’ ability to impose its will on the rest of the world (witness China as Middle-East peacemaker and India buying Russian oil with rupees).
To sum up, tomorrow’s world is multi-polar, and for the US and its allies, inflationary. That means a commodities bull market — at least in dollar terms — and extreme financial instability as the US Empire is forced to live within its means.
https://www.zerohedge.com/markets/de-dollarization-just-got-real
Die nicht so gute Nachricht: M.E. ist der Preis in der letzten Aufwärtsphase.
Zu Newcrest und Newmont: Übernahmen sind in der ersten Phase häufig nicht so attraktiv. Frustrierte Mitarbeiter verlassen das Unternehmen, das Kerngeschäft wird häufig vernachlässigt.
Möge man aus dem Silberbecher den Rotwein genießen und besoffen werden.