@johnjosephcoin1@WatcherGuru@PAPLpineapple Fair point on not chasing moves — that part I agree with 😄I guess my hesitation is more around certainty on the upside timeline. Markets can stay “cheap” or “expensive” longer than expected.What makes you confident the re-rating happens that fast?
If incidents like this are happening, the real question is about governance, policing, and social integration — not geography or broad labels.
Simplifying complex urban issues into “us vs them” rarely leads to real solutions.
This was Toulouse, almost 700km from Paris, yet invaders smashed the place up.
They need to go back.
We didn't build a first world to have the third world tear it down.
Remove them.
@johnjosephcoin1@WatcherGuru@PAPLpineapple I see the positioning argument.Just feels like we’re mixing confirmed flows with expected ones — the distinction usually matters a lot in these moves.Still, definitely one to keep on the radar.
@johnjosephcoin1@WatcherGuru That’s a solid narrative, not gonna lie 😄I guess the key question is how much of that liquidity actually chooses INJ — not just how much is available.
@Dprinceofgold@WatcherGuru Yeah, stronger PMI would usually pressure gold a bit.But markets seem more focused on real yields and rate expectations right now — that tends to dominate short-term moves.