Loading ...Plunger’s Weekend Report at Rambus Chartology
OK. I think this post is very important.
I am sure Rambus /Plunger subscribers will forgive me if it goes Public tonite.
Take this or leave it ….but Please Do read it.
Me….I am fascinated by Plunger’s theory
He has been percolating this work and posting it at Rambus site for a long while now
Looks like he is in good company now.
This post has been made public here first…
Fully
Thought provoking, for sure. Thanks for posting this, Fully. And thank you, Plunger, for again sharing your thesis.
I had already down loaded Ray Dalio’s e-book, but have yet to review it in depth.
yup , gold a commodity after todays’ dollar drop. just shiny and nice ain’t cutting it anymore. Thinking that after the big washout which metal/commodity actually has usability demand be the winner instead. Nobody wants it now, why want a doorstop later???
let me approximate this a in actually real humans invested living and breathing their lives in the $US. I don’t get paid in $US and don’t carry $US in my wallet, my house is not in the US. This entire report is focused on the $US. IMO there are investment strategies and there are currency preservation strategies it frustrates me when NEWS letters focus as if every one of the readers is $US denominated. I think their are what maybe $340 million feet on the street who pack $US in their wallet. So what do you say to the $AUD or EUR denominated. There is a far bigger picture that has yet to be portrayed IMO but thanks for your $US/Commodities perspective…..
I prefer to join Citi in its bullish call as I believe the world economy continues to grow very strongly. It is so mainstream to be bearish. I am very bullish on copper and some other metals as I believe once Trump negative effects fade and world trade resumes economy and inflation will grow very strongly. Most of this bad news is already priced into market. Where are all the contrarians?
https://www.bloomberg.com/news/articles/2018-07-18/prepare-for-copper-on-steroids-as-trump-slump-belies-shortage
Thanks for the very thought provoking article. I’m one of those people who has long thought that we haven’t yet paid the price for the debt crisis, so this article plays nicely into my own biases. At the same time, I have bought into the whole cyclical idea of a commodity resurgence. (I even imagined that the stock market could continue to soar for years–not on earnings but for hyperinflation reasons.) I didn’t think those two positions were incompatible because I imagined the commodity price resurgence wouldn’t be a result of global growth but a result of major currency collapses, leaving hard assets the remaining currency until a new system could be developed. Unfortunately, on my own, I am still not sure as to how the next economic emergency manifests itself or how to protect myself from it. Gonna go back and read this article again, and go through Dalio’s original. Thanks again for posting.
A recent youtube vid where Dalio discusses this:
https://www.youtube.com/watch?v=5C43i3yclec
Is uranium a commodity?
Been in this frame of mind for five years now, if not considerably longer.
But I too suspect … politically … that the Fed will have to bail out “the world” at some point, so stocks are getting bid up to preposterous prices (in anticipation? … do bots think that far ahead??), as hedges against future currency meltdowns. And Socrates/Armstrong also says the LT path for stocks is higher. Why can’t commodities also function as hedges then? So then we’re simply back to iTulip’s longstanding question … deflation first then hyperinflation ? Seems more probable than not.