Tusk is still god
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Tusk is still god
I am getting completely unnerved by gold Tellafriend. In isolation it’s just parabolic madness. My most fervent EoT imagination still can’t fully process its meaning either.
Quote:
Originally Posted by Sanlmar
such odd timing. my brother just texted me, asking if i expected a short term pullback on the metal. i simply said idk. long term the only answer, and these may prove insufficient, is hard assets.
just making sure weve all clocked that this is whats holding up the economy, this is it. this is 100% literally what the dollar is currently backed by.
https://x.com/F530Josh/status/1971420729032806499
"artisanal armor"
https://x.com/AgentCondorito/status/1974219801997295802
im sure it will all work out tho
https://x.com/Barchart/status/1974570878110245266
Quote:
Originally Posted by sonatine
w/o researching, let me guess, commercial buildings and treasuries bought a decade ago?
Quote:
Originally Posted by TellafriendQuote:
Originally Posted by sonatine
w/o researching, let me guess, commercial buildings and treasuries bought a decade ago?
great question, i didnt even look yet. i dont see any other possible explanation tho.
i saw an interesting piece of data tho... NQ is up 6 months in a row, which has only happened 6 times before. and 5 of those 6 times, the market was up double digit percent a year later.
so i dont imagine theres a significant risk of a 'perfect storm' event where a tech bubble pops and suddenly all that commercial real estate goes from 20% vacant to 90% vacant, at least until 2027.
Raytheon salesman JD Vance pushing the Tomahawk hard.
Raytheon really tried our patience a while back but overpriced armaments are as popular as ever.
Nice 50% year and you get to clip coupons too
Always be closing JD
Quote:
Originally Posted by Tellafriend
Wishing you and yours a happy $4000.
Every time Trump speaks we eat.
Quote:
Originally Posted by SanlmarQuote:
Originally Posted by Tellafriend
Wishing you and yours a happy $4000.
Every time Trump speaks we eat.
https://x.com/KobeissiLetter/status/1975358526034956665
Trump will see this on his phone tonight and the idea of monetizing the Fort Knox gold will find a way into a tweet.Quote:
Originally Posted by Tellafriend
Quote:
Originally Posted by SanlmarTrump will see this on his phone tonight and the idea of monetizing the Fort Knox gold will find a way into a tweet.Quote:
Originally Posted by Tellafriend
there is real talk about this. though i still don't get it.
also, so much for the audit of ft. knox.
It’s a sports night so getting casual with the numbers here.. we are carrying the gold in Knox at (suppose) $47/oz. Mark the gold at $4000/oz and use it to back some fresh gold backed bondsQuote:
Originally Posted by TellafriendQuote:
Originally Posted by Sanlmar
there is real talk about this. though i still don't get it.
also, so much for the audit of ft. knox.
Beats being the only buyer of our own treasuries
…or so the story goes
there will be no math on sports night jalomar
Quote:
Originally Posted by SanlmarIt’s a sports night so getting casual with the numbers here.. we are carrying the gold in Knox at (suppose) $47/oz. Mark the gold at $4000/oz and use it to back some fresh gold backed bondsQuote:
Originally Posted by Tellafriend
Beats being the only buyer of our own treasuries
…or so the story goes
somewhere i heard that even w that it wouldn't do anything beyond cover a trillion or even a few...
change in the couch.
not sure how we profit off this but the new hotness in cartel profit channels is harvesting babies from pregnant women and selling them in the US for $13,500 each.
oh also the women usually die so they harvest and sell their organs too.
the number of civilizations / nation states that collapsed shortly after accruing wealth in gold should probably not be overlooked here.
statistically it is 100% related to a fundamental collapse of confidence in the stability of the impacted societies.
Quote:
Originally Posted by sonatine
https://x.com/S_Mikhailovich/status/1975582524161118411
Quote:
Originally Posted by sonatine
The Bill Belichick of trading
Cantor thinks $NVDA is worth $7.3 trillion
anyone following the First Brands implosion with expediency and Jefferies involvement in it?
does the year rhymes with mate?
Quote:
Originally Posted by Tellafriend
i was going to make a thread about it but fuck this place.
its a new and much more expensive enron.
belgian gang just strung an albanian gangster up from an overpass.
anyone who thought narcoviolence was going to somehow stay in mexico, sorry.
Jensen Huang would appear to disagree based on his recent NVDA stock sales.Quote:
Originally Posted by sonatine
More likely Cantor’s customers are looking to exit. The game is the game
i genuinely think we will see circuit breakers on monday.
related news the liquidations are starting to cascade again
I mean you’re gonna sell gold and take what? Dollars?Quote:
Originally Posted by Tellafriend
Remember the petrodollar was the liquidity sink starting in the ‘70’s? Oil gonna be $55?
Fuck these guys. Hope we can borrow enough to keep up with our Ukrainian pension and payroll responsibilities.Quote:
Originally Posted by Tellafriend
Normalizing state capitalism. Where we gonna be in 6-8 years?
Quote:
Originally Posted by SanlmarFuck these guys. Hope we can borrow enough to keep up with our Ukrainian pension and payroll responsibilities.Quote:
Originally Posted by Tellafriend
Normalizing state capitalism. Where we gonna be in 6-8 years?
Quote:
Originally Posted by TellafriendQuote:
Originally Posted by Sanlmar
somewhere i heard that even w that it wouldn't do anything beyond cover a trillion or even a few...
change in the couch.
https://x.com/zerohedge/status/1977875738997952534
$4300
Only a boomer would understand why and only a boomer would know this tune
No more speed, I'm almost there
Gotta keep cool now, gotta take care
Last car to pass, here I go
And the line of cars drove down real slow
EoT™
Quote:
Originally Posted by Sanlmar
a non trivial amount of this is because of india's festival season fwiw.