Goldtent TA Paradise

Not often I would post something with a

1. Plunger says:

   September 1, 2025 - 9:33 am at 9:33 am

   Before any major resurgence of inflation arrives I see it more likely that a deflationary contraction will act as an interlude. This BTW is the classic ideal bull market set up for gold stocks. Look at the copper price and oil price charts for direction on this. Sure ultimately the USD gets trashed but there is a lot of money to be made before this phase.

   • Fullgoldcrown says:

     September 1, 2025 - 10:48 am at 10:48 am

     AGREE SIR PLUNGER

2. pedro_deleon says:

   September 1, 2025 - 9:34 pm at 9:34 pm

   As usual, I have problems with most people over terminology re “inflation”.

   And how it relates to CAUSE versus EFFECT.

   To me inflation is the CAUSE, and not the EFFECT.
   And the driver of that cause (inflation) is Credit Expansion.
   (thanks to negative real rates, sustained by expanding CB balance sheets that suppress real rates)
   But where it goes (in term of driving prices), no one can say.

   To most people “inflation” is an EFFECT. On consumer prices.
   I don’t use it that way when talking with people who should know better.
   But that credit expansion can show up in homes, lumber, cocoa, eggs, crypto, AI stocks ….
   I’m NEVER sure why it goes one place and not another.

   BUT … for whatever reason, major cycles seem to favor bonds OR commodities, never both.
   SO .. a commodities rally likely implies a bond market bust … which has already started, but is taking a break.