OT: Stock and Investment Thread
- Thread starter RU05
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Right out of the gate "historically these bull markets in commodities don't last a few years, they last 10, 20"
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You are GD right!
JC and his team are calling gold to $8,000 within a few years. Central bank buying is off the charts. Why would that change over the next 3 years (under the same US administration)?
More RWA news…Sold Galaxy around this level last year. Been considering getting back in, but find it interesting some of these crypto players are drifting towards AI energy plays with Galaxy focused on building out TX center even though FRMI crashed and burned so far in TX with Project Matador.
BTW, this article explains why I’m so bullish on FIGR as it’s the only blockchain that’s focused on real world assets. It’s public but permissioned. Predictable, low, and non-scaling fees. instant/deterministic. It makes ETH and SOL seem like a joke playing with DeFi, NFTs, gaming, and meme coins not to mention the stupid gas spikes.
Figure Announces the On-chain Public Equity Network (OPEN) Running on Provenance Blockchain
Figure announces the On-Chain Public Equity Network (OPEN), built on the Provenance Blockchain, enabling companies to list equity natively onchain....share.google
For what it’s worth, gold bottomed in 1st qtr of 2001, and then peaked 11.5 years later. It then bottomed again in October 2015, 10.25 years ago and has increased over 330% since.
Not coming out of my cave just yet,
just bringing some balance. Been cautiously enjoying the bull market, but I’m getting restless given some excessive valuations driven by retail buyers. Keeping my current exposures, but not adding.I know T2K must be missing me, so it’s time for me to put in my 2 cents.
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It's been a while, but feel free to go back to sleep.For what it’s worth, gold bottomed in 1st qtr of 2001, and then peaked 11.5 years later. It then bottomed again in October 2015, 10.25 years ago and has increased over 330% since.
Not coming out of my cave just yet,
I know T2K must be missing me, so it’s time for me to put in my 2 cents.
I probably have more cash than I should in my personal account, but things are going well, so no need to push too hard. At the end of 2025, I rebalanced and took a big trim of my tech/growth funds and ETFs.
I started trading gold futures a year ago, which might have been the best dumb luck timing of my investing life. LOL! This metals bull market has been so much fun.
So still time to get on that train...You are GD right!
JC and his team are calling gold to $8,000 within a few years. Central bank buying is off the charts. Why would that change over the next 3 years (under the same US administration)?
Boomers are in their twilight, Gen Z'ers are taking over. Gotta play the game the players want to play.
I moved my degen money to HOOD (from COIN) and I have to admit, HOOD's 24/5 trading is pretty cool. Obviously, it has plenty of caveats. Low volumes, only larger name stocks are available, etc. I just wish options were available for trading after normal market hours.
This may be a dumb question but if RWA are being tokenized through platforms developed by FIGR, NYSE, etc. what role do cryptocurrencies actually play in the future? I’m not viewing digital tokens issued by NYSE as the same as DOGE, Cardano, XRP and the rest of the seemingly useless coin nonsense. I’d also argue that the return of Gold and precious metals probably puts the digital vs physical asset debate to rest.
Definitely a mixed bag as of now. Anything of this magnitude moving on chain is a good thing. If they work, it’s very likely a next step would be interoperability with public chains.
Japanese bond market bust - gold will rip with less bulk for big money but silver right behind. There has been a shortage of physical and India cant find enough for solar panels (and higher silver prices abroad). Dealers having shortages and broker vaults bare. Deliveries threatened and predictions of force majeure declarations with contracts being covered with cash. Derivatives will be exposed but who knows how bad since they are cryptic area (Chase with estimated 70 trillion in derivatives and nobody really has track with all the different laws). CME tried to tamp down silver price with 10k rise in margin fee but the attempt to knock silver failed and not much to stop it now. US and S Korea spending 70 billion on refinery in Tenn. So much going on...
maneco64 is in London and worked futures for couple decades and he knows metals
maneco64 is in London and worked futures for couple decades and he knows metals
Been reading that the gold trade is best with physical / futures plays, but silver should be via the corresponding mining stocks.
Hope so! This has been what I’ve been doing for the past few months.
In this situation, a rally in gold is not a good sign for the broader economy or stock market. 2026 may end up being a year we all may want to forget.
Meh, can't get worse than the initial shock of liberation day and 2025 turned out great. We are only one tweet away from being back at ATHs. Regardless, I can't see any logical scenario that gold doesn't continue to grind higher over the next 3 years (i.e., rest of Trump's term). This trend started after the US booted Russia out of the Swift system. Lots of nation realized how vulnerable they are to the whims of US leadership.
Also, I assume it will be another good year for EEM/emerging markets as the dollar continues to weaken. Any thoughts?