Element79

Private investor, Private fund manager, NO hidden agenda...

[Element79 @Element_79_be]

@AndreasSteno Question is, are we closer to Dec. '96 Greenspan (RIP) irrational exuberance or Mar. '00 bubble burst? My (worthless) guess would be the former.

[Element79 @Element_79_be]

@JrMiningGuy @LawrenceLepard The rate hike narrative will be short lived. Almost half of the >$39trn debt has to be refinanced in '26 and '27. So last thing anyone needs are higher rates. But short term algo's dictate the market, which is great bc smart investors can buy the dip in gold and miners once again

[Element79 @Element_79_be]

@NorthstarCharts There's no reason gold should correct more then during '08 gfc. Not to mention debt levels are way higher now. $3000 is therefore very far fetched. $3900 seems like a more realistic worst case here.

[Element79 @Element_79_be]

@AndreasSteno Leverage in crypto space still way too high

[Element79 @Element_79_be]

@AndreasSteno Question is: when do markets stop taking that guy seriously?

[Element79 @Element_79_be]

@GLBouchez 100% correct! Sadly this will never happen because too many socialists...

[Element79 @Element_79_be]

@RealKeithWeiner Funny thing is most are overpaid themselves or live beyond their means.

[Element79 @Element_79_be]

@AndreasSteno Let's invade Denmark now, those guys with their weird hot potato accent that don't want to give us Greenland. Cheers, Taco Donnie 😜

[Element79 @Element_79_be]

@SantiagoAuFund I understand the stablecoin narrative in shady jurisdictions. But why would a CB give up voluntarily the yield on USTs (that already are under water in real terms)?

[Element79 @Element_79_be]

@JrMiningGuy Collecting some pocket money before Lunar New Year ;-)

[Element79 @Element_79_be]

@RealKeithWeiner Gold is a real asset. Currencies are a relative fiat game. They're irrelevant.

[Element79 @Element_79_be]

@RealKeithWeiner Those who voted for Trump already undergo massive unintended consequences and will continue to do so.

[Element79 @Element_79_be]

@sherlock_hodles Same reason as why crypto zoomers didn't rotate into gold a year ago.

[Element79 @Element_79_be]

@AndreasSteno @julianhosp Ask the central banks.

[Element79 @Element_79_be]

@NorthstarCharts @KinesisMonetary Gold has been consolidating for over 3m now. Any specific reason you take 3y MA as a reference?

[Element79 @Element_79_be]

@DonDurrett They could use gold stablecoins like Tether Gold or Pax Gold

[Element79 @Element_79_be]

@elerianm Maybe it's about time to retire if this is the only view you can come up with on this matter of shameless abuse of POTUS powers.

[Element79 @Element_79_be]

@RealKeithWeiner It won't stop the clowns in DC from trying zirp, qe and helicopter money yet again...and failing miserably

[Element79 @Element_79_be]

@MacroAlf With these clowns in charge, the US may soon become the biggest EM

[Element79 @Element_79_be]

@NorthstarCharts @KinesisMonetary 'Overbought' in a physical market like gold is not the same as 'overbought' in tech stocks. Mag7 was overbought most of the time for years. There's still zero speculation in gold or the miners.