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Can't help think of this sketch when I think of Trump taking on ' the world ' youtu.be/uXdtafGdIVM?si…

Popular claim - 'central bank purchases of gold have supported gold price' Data says - 'not so much'

Seems relevant

How much of the U.S. higher GDP than EU/UK is from higher fiscal deficits? This is transfer from balance sheet to their income statement but confused as a sign of better performance. Burning summer deckchairs in winter keeps your house warmer than your neighbour that didnt but..

Maybe I've spent too long in finance but I wonder if this is not so different from where central banks decided 2% was an inflation target.

Be careful drawing 'lessons' from only watching the winners .. you need to study the entire cohort. EG Nick Sleep had huge drawdowns just like me! Yup but... theirrelevantinvestor.com/p/most-stocks-…

Ultimate irony if Gold is the hedge for BTC being disrupted by quantum. Mind you if quantum disrupts BTC, all digitally stored assets are in a spot of bother so you'll need 'old school' possession of gold for this risk.

Gold has been a surprisingly stable proportion of reserves given it has more than 10x in the period.

We therefore need a smart beta beta strategy?

really sensible article that most financial types think doesnt apply to them (because we are so smart, ahem) but should give you pause... elmwealth.com/how-to-invest-…

Classic Taleb... Offers advice he ought to follow.

From Autozone's 1991 report... Tech is going to disrupt their business according to Scientific American... In 1908. Makes you think.

Interesting comp

If you are a high beta type that collapsed in 2022 and survived till now, you have been given a Hail Mary... take it. Fool me once, shame on you.... fool me twice....

Very hard to take this man's ever changing fitness journey seriously. Started with deadlifts and powercleans, now lazy zone 2 stuff. Or following the normal path for fat middle aged men then using his IQ to look for data and maths to prove it (as he did with prior fads)

Context matters

From HorizonKinetics latest missive....