My recession, depression corona proof hard assets portfolio
On popular request, I share the structure of my portfolio during these difficult times.
https://t.co/ZebNQcbRkR
#gold#btc#miningshares
MARGIN MONDAY
CAUTION. BoJ repo action will not be enough. Don't confuse ECB, BOE and FED "Speak" with "Action". IMO we will get a lot of speak and no action until later in week. BoJ action is to"soft-start" markets. Positive open, which will fade into more selling. LOWER LOW
UUraah #uranium
$ccj $dnn $uuuu $efr amazing strength considering the carnage!
No sellers left, majority of holders are strong. If we get through the wave of margin selling ( the U folks less vulnerable -imo) then,
I am calling the #u308 bottom here and
END-OF-#u308-BEAR
THE IDES OF MARCH - "Margin Call Monday"
I expect #gold to be "monkey hammered" again and all markets will gap down. $gdx will gap down. Can't have any $gld safe-haven sentiment or narrative left alive. But Monday will be the bottom for #au . So SIT TIGHT or ROTATE in $gdx space.
Why Vaultoro?
As several friends ask about my gold and crypto obsession, I wrote a short blogpost why I use the #Vaultoro#gold and #btc exchange.
https://t.co/gLF9juV8fF