gold, page-65704

Originallypostedbyaldo

MycurrentthoughtsFWIW

"SupplyChain-thesequenceofprocessesinvolvedintheproductionanddistributionofacommodity."

Ikeepscratchingmyheadandfearfortheoverexuberanceoftheequitymarkets.ArewetheonlyoneswhocanseetheinevitableimpactoftheCoronavirusontheSupplyChainsaroundtheworldanditsinevitableeconomicconsequences?
Whilethatquestionisrhetorical,itstillmakesmewonderwhypeoplehaven'tyetbegunaretreattosafety.

Afteralltherearemanysmartpeoplearoundtheworldandsurely,whatwecan,seetheycansee;yetthemanyheadedhydrasoftheequityandfinancialmarketscontinuetoactasifnothingishappening.Thebenefitofunbridledfiatprintingandgovernmentinterferenceactsasabuffertotherealitiesofmarketswhichincreaseeuphoriaandpushvaluationstoridiculouslevels.Whereasinthepastonelookedtoearningstocreatepricevaluationsnowthepotentialforprofitreliesonartificiallyrisingshareprices.Thefearofmissingout,cheapmoneyandamarketwhichdoesnotreflectcommonsensemakesmeveryscared.Frommywarmandcosynest,Iseethelemmingsrunningtowardsthecliff.

Eventuallyallthiswillhavetobepaidfor.Therewillbemucheconomiccarnageandallwebeaffectedasaconsequence

Ifcomponentpartscannotbemade,orcannotbetransported,orcannotbedistributed,orcannotbeutilised,orcannotbepurchasedbyendusers;thenwehaveabreakinthesupplychain.Allpartsmustinterlinkorthesystembreaksdownandtheflowoneffectswilleffecteverysupplypointalongtheway.
Surelyeveryonemustbeabletoseethat.Thisiswhatwillbreakthemarkets.

IhavespentalotoftimelookingattheCoronaVirusandfromwhatIcansee,itdoesn'tappearasifitisgoingawaysoon.Itisspreading,highlytransmissibleandrequireslongperiodsofisolation.Ifthecomponentmanufacturerscannotmakethepartsorassembletheproducts,thesupplychainsbreakdownandthisispreciselytheeffecttheVirusishavingonChina.NowthatChinaissneezingIbelievethewholeworldisgoingtocatchacold.

Lookafteryourselfandyourfamilies.BuyGoldandSilvernow.Manybuyingopportunitieswillariseinthefutureandpeoplewillwantsomethingrealandtangible.GoldandSilvercanonlygoupinvaluefromhere.Ignorethebumpsalongthewayandlookatthelongerterm.

Unfortunatelyweliveininterestingtimes.

I truly believe our equity markets are almost solely controlled by large fund managers using sophisticated algorithmic trading platforms playing craps at the casino ,when they control enough pension funds they become to big to collapse knowing full well the government will bail them out to save a citizens revolt .Take Australia's property market a classic example . So basically the fundamentals of a company are no longer relevant instead traders are ploughing money into a high risk venture or idea gambling that it will pay off at some time in the future . The dow can go to 40,000 with 60% of the listed entities basically insolvent , they just get paid to buy more debt .
Society has been so brainwashed into believing that their super or pension is in safe hands , or jump into that investment property right now before the building collapses .
If you sold your property investment at the peak in 2017 and bought gold you would of made 50% on your money , that is something the governments don't want you thinking about .