Also re: mamdani. People that think like him are mentally broken but a good way to truly put them in a mental pretzel and have them crash out is to present this counter argument: so we don’t need jails for January 6 protestors? And we don’t need gun laws because we don’t have jails to put people in if they commit crimes. Better yet end the judicial system they won’t be needed if there are no jails and then Trump can run for another 8 years because he can’t be arrested.
2. Maybe some thoughts on defense (military) stocks in a future post? Given trumps commitment to spend $1T on the military and quickly escalating geopolitical situation this seems timely. Much of the upside may already be priced into the big names (RTX, LMT, BA, etc) but perhaps there are some gems to be discovered. Riding BBAI and NB as well.
Good read as always. One thing about gold and silver: as a teenager in the 70s I bought and sold gold and silver. It was a crazy bubble and then it crashed. I do believe that fiat printing (and Basel 3) are driving higher gold but I wonder if it’s sustainable. It feels bubbly too me.
Sliver to gold ratio has been out of wack for a while, even with the surge in silver price. Silver bulls think the price is being kept artificially low since silver is a key component for tech
No mention of $SNOW being up 20%+ on earnings?!
New subscriber. Just brought my first crypto. Nice to buy when there's blood in the streets.
Full schizo mode pls
Ya doing the schizo overkill prep would be a nice post
Also re: mamdani. People that think like him are mentally broken but a good way to truly put them in a mental pretzel and have them crash out is to present this counter argument: so we don’t need jails for January 6 protestors? And we don’t need gun laws because we don’t have jails to put people in if they commit crimes. Better yet end the judicial system they won’t be needed if there are no jails and then Trump can run for another 8 years because he can’t be arrested.
1. Yes, interested in full schizo mode
2. Maybe some thoughts on defense (military) stocks in a future post? Given trumps commitment to spend $1T on the military and quickly escalating geopolitical situation this seems timely. Much of the upside may already be priced into the big names (RTX, LMT, BA, etc) but perhaps there are some gems to be discovered. Riding BBAI and NB as well.
thanks for the comprehensive letter. how do you think PLTR will perform in the next 6 months?
Good read as always. One thing about gold and silver: as a teenager in the 70s I bought and sold gold and silver. It was a crazy bubble and then it crashed. I do believe that fiat printing (and Basel 3) are driving higher gold but I wonder if it’s sustainable. It feels bubbly too me.
Sliver to gold ratio has been out of wack for a while, even with the surge in silver price. Silver bulls think the price is being kept artificially low since silver is a key component for tech