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 7 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
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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?
Yeah, my degen HOOD account is still close to ATHs (all metals and commodities). I bought AMZN leaps yesterday and added to a few long-hold positions. Nothing too much.
Is it a trade or long-term position? That will dictate how important the chart is.
Probably long term, but if it rips to crazy levels I'd be willing to trade. Similarly I'm willing to wait for the trend to switch back upwards.Is it a trade or long-term position? That will dictate how important the chart is.
I'm heavy, and getting heavier in gold and silver via miners. So keep it coming.
Not if you hedge via these precious metals.
Another classic bear rug-pull this afternoon by Trump. Framework deal on Greenland and no new tariffs. LOL!
RWA’s everywhere. I’ll stick to buying stocks traditionally, but others will love being able to stay on chain
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ONDO is down to $0.33. It's been crushed like all alts, but this one does have a legit use case.
I get the mortgage RWA tokenization use case because it’s stripping major costs from the transaction but why shift from traditional stock buying to on-chain when I pay nothing to trade with Fidelity?
I think tokenizing stocks allow for instant settling and 24/7 trading. It also makes international trading much easier.
You and I won’t, people who have money on chain and want to keep it there, people outside of the US, etc are the target audience
A lot of good things are said about mining stocks (undervalued). There is some concern over mines becoming subject to government control and cartel development. Mexico does over 40% of global silver production and is moving to more gov control (and Washington State put a 10% tax on metals) I don't follow miners enough to know how that plays out since I'm more dire about global roller coaster and like physical.
If anyone is interested in physical the "junk" or "Constitutional" silver is not currently popular with refiners/melters who have been overwhelmed . Anything under 90% silver is especially lame (no Sterling silver either ). Some junk silver is good for the SHTF scenarios. The Buffalo/Indian rounds are popular (,999) and a bit cheaper than Eagles. APMEX just raised its minimum order to $500 due to volume and the small orders are just pesterations
Andy Schectman 1:05.00
Rick Rule Sold 80% of His SILVER to Buy THESE Miners
MEXICO NATIONALIZES SILVER: 47% of Global Supply Now Government Controlled
Its not meant to change behavior of retail trading and lowering fees for trading. It is more for custodians, middle office, and technology solutions that could all benefit from efficiencies and costs savings so think more about the institutional firms who gain that efficiency (instant settlement, less reconciliation, faster use of capital, etc and of course lower costs.
Its very similar to when trading moved from Paper to Electronic
Looking for the goldbugs to weigh-in on IAU (ishares gold trust). I’m in a few miners already so was looking at pure physical play. I can’t see how gold doesn’t continue to rise with Trump stirring the world pot yesterday. Seems long term negative sentiment will push countries to gold instead of the dollar/treasuries.
I've been using gold futures for my trading and really like it (via COIN and then HOOD). Nice leverage without time decay. For a normal ETF, both GLD and IAU are the great with plenty of liquidity. I completely agree with your thoughts on gold over the next 3 years (i.e., Trump's term). I don't see how it doesn't keep grinding higher.
Must have been heavily subscribed as I only got allocated about 20% of my ask.