~*~Mining and Metals Du Jour~*~

[copytele]

WORDS OF WISDOM "COPYTELE" , STEPHAN-TO THE MAX & SMOK'IN JOE ~~~~~Son 'S OF-BIT```CHS [but not bastards]



JPMorgan is looking for bagholders again: Kolan-O-Vitch is a high end Cramer and like Gartman is famous for always being wrong...which is why he's on TV a lot.

Marko Kolanovic Says It's Time To Shift Away From Stocks To Commodities

Marko Kolanovic Says It's Time To Shift Away From Stocks To Commodities
"with commodities lagging other risky assets, we shift some of our risk allocation from equities to commodities."








I always do what the TV tells me.



Yes indeed. The TV has an army of fact checkers. If they lied to us, people would no longer watch TV. The government would sue them-or shut them down. Yes, we can all rely on the TV.



Don't tell me what to buy. Just tell me when to sell.



Well, this has got to be the biggest 'duh' advice I have read today.

Commodities? Ya think?

There is no such thing as TINA & I've been saying this for a long time now. You want gold and/or silver. Really, you want silver given its upside relative to gold. The caveat is demand destruction will push the ratio wider in the near-term.

This is coming from someone who is not at all a PMs permabull either. It's just easy math. There are no worthwhile assets returning a positive real yield right now. Cash is trash. So, if you can't grow your capital in any remotely safe way, all you can hope to do is preserve it.

Bond bulls. You're about to get rinsed. Equities bulls. You too. Corporate bonds people... sheesh.

I'll take zero yield above negative yields any day.



Gold:silver ratio is 88:1 right now; it should be 1:1 or even greater given that it’s an industrial metal and everything hi-tech. Mathematically, silver is the investment with virtually an unlimited upside potential.



I disagree. The long bond will likely stay put. The short duration bond will go negative because that's what our intellectual Fed folk want for us --. Destruction. So, bond prices are going up for the notes and bills.



The problem with commodities besides food is that people inside a recession / 2nd Great Depression have very limited spending power.

Technology is going to get hammered along with all of the tech commodities.

Try to fathom the scale of production worldwide and then think about nations like the United States, Germany and France who can't keep the heat and lights on!

Very bad things are coming!



Indeed. Wait until China makes a move on Taiwan, no iPhone upgrade this year. Will the normies finally wake up?



Do the opposite of what they tell you.



What if they tell me to do the opposite of what they say?



Timing is everything.



In this case, yes,

when in doubt, ask the Great Vincinni



BBB - Better Buy Bullion



Bullion is a commodity.



That's debatable.



Not for the majority who thinks bullion is a paper :) That's 99% of everyone who thinks they own precious metals.



bullion | 'bo?oly?n | noun - gold or silver in bulk before coining, or valued by weight.

They say nothing about "paper" in the dictionary definition.



A commodity is something that can be used, like coal, natgas, etc., to create something else. Gold bullion is not a commodity just because it is dug up out of the ground. It is not converted to anything but a very beautiful paperweight or a stamped coin. Since it just sits there, unlike iron ore, which is converted to steel, which is converted into a building, gold does nothing at all but look pretty.

Like my cousin.



thanks for the heads up. Selling my commodities tomorrow.


4 minutes ago
Silver is up 10% off it's lows this month. Creepy leftists are force feeding the WEF's "billion panels a year" detritus. That means silver mines will have to DOUBLE production for solar panel wiring. Idiocracy.



I worked in this biz for many years.

They are ALL idiots.

Stocks are going up. Stocks are going down. Stocks are going sideways.

YOU DON'T KNOW. AND NOBODY HOLDS YOU RESPONSIBLE. SHUT UP.



Rotate into commodities..... Before we even *feel* the recession we are already in when nothing has cracked yet but every relationship in the market has decoupled from it's classic indicator relationships.



Shorts are only getting cheaper.
Actual or paper commoditi
contractual commodities



Marko and Cramer should host a show together. I’ll let you guys name it!


15 minutes ago
two boomers, one cup



Never go all in on anything. Being wrong, late, or whatever shouldn’t leave you broke. Be smart.



Humph. Isn’t it a bit late to start turning bullish on commodities?

Let’s see, stocks and commodities both well off their highs, a Fed on the warpath … I’d be using the next few weeks to rotate into cash USD, UST and gold…



All you traders joining the revolutionary War II when the WEF goes full climate lockdown on us?



Technical and Fundamental Analysis is inconsequential and misleading.

The Markets move in “Predictable Cycles”



You must be worth a furtune
$16 for a crappy pine 6' 1x6 at Lowes - yeesh.



My Uber driver said that the only water he drinks is from France. Buy Buy buy. A least wear a tie when you say that.



Real demand destruction hasn't even started yet. You have to wait, Mark
Yeah, you think. .