Downside risk will be...I think gold is ready to go, but it...

Downside risk will be...I think gold is ready to go, but it turns out it isn't...e.g. just something off the bat I'm imagining.... China suddenly cranks up and spends their entire foreign reserve to buy iron & steel to build guns and ships to ready for war with US over spratly islands and taiwan and phillippines.....which, without timely government invention, will increase demand for AUD due to our iron production. This will substantially lower the AUDPOG in the short term (before the war starts).


So I'm in BOK, because I think gold is ready to go and I'm dismissing the above scenario as absolute bonkers.

I really hope they can push down costs by 40%, but I think maybe that will be too much to expect for now?