Very thought provoking stuff. How do you think silver holds up as an inflation/geopolitcal hedge? Seems like your long-silver thesis is largely based on energy demand. Silver could benefit from what you are talking about here as well.
Absolutely. I've written a bunch about the role that gold plays as the valve for this pressure, I think some of that shift to gold naturally as people focus more on this and it's role in the energy chain is better understood.
Very thought provoking stuff. How do you think silver holds up as an inflation/geopolitcal hedge? Seems like your long-silver thesis is largely based on energy demand. Silver could benefit from what you are talking about here as well.
Absolutely. I've written a bunch about the role that gold plays as the valve for this pressure, I think some of that shift to gold naturally as people focus more on this and it's role in the energy chain is better understood.
Bravo. Way to make it a fun read on the way to semi doom.
Seriously though, fine work! You’ve been so spot on with “you probably don’t own enough gold “ theme !
aww, thank you! means a lot to me that people like the work
In the end, we’re all just sheep in the flock. Can’t we all just get along?
I really enjoyed this.
lol
"short bonds, long gold and silver" if it wasn't clear, but thanks for the feedback!