Just got back in reading this blog again - all good stuff and...

Just got back in reading this blog again - all good stuff and great to see Skol as some sort of Devil's Advocate in disguise is still at it!
I read a lot and follow the Gold/Dow and reckon we are in a long term gold bull..
Into the mix this year I reckon:
Banks will be nationalised everywhere - maybe back to the future with our CBA here. Banks are just not going to cope with a financial crisis that sees interest rates rise.
Guaranteed basic income is just about here (jobkeeper/seaker/whatever) and there (US and Europe .. check out WEC and IMF and the Gates/Soros agenda)
So its a crony socialist/Marxist agenda that may not be that friendly to gold but still has to live with it as a central banking asset. Still going with gold in the Perth Mint but our Gov already has legislation on the books as to who really owns this stuff in a crisis and our WA Labor Gov. had to back off taxing goldmining ...but grabbing the gold off all those rich toffs would get up politically as the inevitable financial crisis (and further digitilisation of our currency) gets going. Shutting down BitCoin would be a breeze too
Just floating this stuff. There's often no safe harbour in a storm. Having a bet on the commodity cycle getting going for hard assets but lets see what the next year brings........
I like gold but will buy more only after the selloff after it peaks after the Dow falls as it did during the financial crisis. May get to a little over US2000 but who really knows... best commentary I've found is from Dent and Rickards.
Happy New Year everyone