@LordPos3idon Ya agreed, I don't see the animal spirits ending yet. Need oil down to win midterms, final detente...
I am probably just going to be 50% gold, and 50% AI. Whatever, I still believe in dollar debasement long term.
@LordPos3idon I mean I didn't open the brokerage account - tough summer with good times/bad times. Still think the Fed doesn't hike, and that the administration needed a correction before they can trigger a gamma squeeze into midterms.
@LordPos3idon Man, balls to the wall. Bought gold cheap IV, and like you said RKT. Everyone distracted on the JPY Carry Trade - all they know how to do anymore is print money. Why would they change now. No hikes, liquidity inbound.
GAMMA Squeeze to come...
@LordPos3idon Looking forward to hearing your views on this market right now. Yields going to break anything. Do they panic. Loving gold. Wish this Iran conflict was over, I don’t know what Trump can do except bail. Look at Suez crisis, started the demise of the GBP
A clear sign 🪧 of what’s to come… The admin is preparing to accelerate 💵 🖨️ to hold down the long end of the curve….
(Hank Paulson told you what’s coming… The question is, Is anybody listening?!)