I am not sure if he has recently changed it. But it will be interesting to see where it turns out after the TGA empties their account. It could just chop around though. From a technical standpoint things look pretty... (More)
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Jeremiah S ExChangemaker
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Fixed Income, Currencies, Commodities CommoditiesInflationDeflationInvestment IdeasMacroeconomicsSo several things. When hedging against inflation you need to determine what kind of inflation you are trying to hedge out. Michael Ashton did a video on real vision that was absolutely exceptional and he has a really great blog.... (More)
Honestly its pretty hard. This book really helped. Taleb has a book called dynamic hedging which is on options that is really helpful.
I dont really know anything about the coin but that seems really interesting
So i would look at valuation from multiple angels and metrics. A lot of valuation metrics have changed given how share buybacks and other things have been influenced. A lot of valuation metrics I look at have shown current levels... (More)
EUR is strengthening against the dollar right now. Maybe I don't understand your question?
So here is another chart to make things clearer. The orange is TLT which shows the movement of treasuries. The black is the dollar. Blue is the S&P. Notice while the S&P is crashing that treasuries go up as you... (More)
He was simply pointing out that gold/gold miners led the S&P in the insolvency event of 2008. He was noting the striking parallel and showing that just because gold is going down, doesn't mean the reflation narrative is correct. Gold... (More)
Start with a good foundation of how to think about wealth. Don't worry about trade ideas or get caught up in all the noise of people making money. This is a really good foundational video:
