Member Info for onedb

Nice !!

And from below 100 quite vocal , even set my target ages ago . Funny as overall despite the amazing rise and views ,the board as seen very few posters . Maybe for the best . No nutters after all . ( Unless I am to be considered one them lol )

This HOC trade and long has been one of my best calls in years

If I may , I took a look at Chinese 5y CDS .... they are the ones to worry now

Cash is being devalued now and will have to , to repay all the debt the West has amassed . Its not a political or subjective view but look at Gold in any currency . Why hold 100k in your savings ago against such back drop ? Government wants to tax that too . You get next to nothing net of inflation To me this is the time to be smart and take advantage of this . Plus you can buy sovereign coins too tax free

If as we are told inflation will tick up too , then the trend for US real rates is down as it has been for ages and made me go long gold and related stocks more than a year ago. Either that or they will cut rates to counter the equities crash and the agenda is clear Trump wants to see them cut as he has 9.2 trillion to refinance . the legacy he inherited . His way is radical mind you. So Gold remains King in my view in both scenarios , rates coming down or inflation going up a bit , HOC is a win win at the moment

In my mind we should re-test the recent highs at least . But still on target for 325 with the gold and silver prices .

What a gift this morning ! Thank you .

238 and 240 . One stock that should not get battered is precisely this one . Am readying to enter some US big names too and indices . This crash will trigger Powell to cut rates. Oil price cut has been achieved now by Trump . This will lower inflation but rates too . Think that this pain will be a good entry for years to come . Just my opinion and my money , I could lose or win no advice intended

There goes the windfall tax at this rate .

Let me add at a touch lower please.

GOld flat at records highs and silver a little down but potential for giant mean reversion is there ( see gold/silver) ratio

You guys love to make me rich ! I love you all , please continue to sell . Your panic is my gain

Volume is quite low for the 10% decline here today

Compare that to say the 6th of March Not sure what the low of this move will be but has me focused on figuring it out as it may well turn out to be a great buy to mean revert

And as I wrote on the other board , real rates in the US continue to tank , that is the number 1 good reason for gold to be bought . So this quick dip will get bought , I have no doubts on that Am as bullish as ever gold

I agree > Momentum is strong and could not sustain the rise at that rate , which to me translates as buy on all supports and watching it reach a year higher and do that over and over. The leverage gold/silver rises give to a miner are huge . so the dips go against a reality of increasing revenues at a fast pace too. So for me is to add on support levels

Funny how a negative rating tends to impact the price a positive doesn't

Really hope .,we'd re-rate drastically

No its not a sell off.

This isn’t a sell-off in the traditional sense—where investors are dumping shares due to negative sentiment—but a mechanical adjustment reflecting the fact that new buyers won’t receive the dividend. Frankly speaking given the oil rally we are seeing today if that is sustain the price on reporting day does not need to fall by much at all. If anything over the years I tried to play that little game but not always good results

Typo there not sure why "load" came out meant "on loan"

Hi Toe

I wrote about the 2 over 0.5% shorts already , they have always been there its just minor rebalancing. These are not new entries with 0.51 or 0.50 finally newly disclosed . I will actually check later on the on load register which usually is a lot higher anyway.

Remember too that a shorter pays the divis , its not receiving them but paying us . Which is not a bad thing for us holders. So little incentive here to short a 10% dividend paying company , Its probably a short intended as a hedge for some volatility in a long WTI position , given the different beta they can hedge a long with a small short in a producer with higher beta . It could be many of these things .

These are the days we see some sell for tax reasons I suppose . With high momemtum it would also make sense .

Personally am holding till at least 325-330 then will see how strong gold and silver are as at the moment I wouldn't discount 450 for next year

Incredible and Silver flying IF that too decides to rally as it has in the past it can blow any target away very quickly .

Now HOC to me remains an add on any of these momemtum dips as they are natural profit taking opportunities but in a uptrend that looks very solid to me . Once 325-330 is achieved it may go sideways to catch a breadth but once those levels break with the current underlying metals going so high then its a real boom time . We are talking 450 levels