Member Info for unvrkw

USD spent most of 2020 in a steep decline. It then had a sharp counter-trend rally for 1st few months of 2021 that had many declaring the USD decline over,but it's far from over.USD has rolled over & is now headed for 85 & maybe even 80.This will propel the metals sharply higher.

So the usd supports metal prices for certain reasons not all demand driven by the metal itself.

This is a good tweet of a view. https://twitter.com/davehcontrarian/status/1390981120175575040?s=21

There’s a few usa updates next week on inflation, reports to come of whether it’s transient or not?

Comment I listened to yesterday is that usa has now more debt to gdp than when Greece got bailed out, of course a stronger currency. There’s plenty of chance China would screw usa into the ground, they now can’t afford higher interest rates but inflation for whatever the reasons is being stoked higher. It can get as always difficult to know what to think or believe especially after such a positive 15 months.

Seems to me we are either broke and running on thin air or still making the town square orders?

Anyone’s guess where this is going, I wonder if the demand for marble has picked up in anyway in comparison to pretty much all other materials? Are the Chinese back in? We ideally need some insight. When the market crashed I think Fox might be my shining light

Be interesting, with the 35% tax it might not be worth it? Invest just before to get divi and out? High risk? Not sure will wait, calculate and see

I don’t think it was ever going to come that fast. Positive is a company not going bust, second development of products that actually have huge growth potential, future where we may trade more easily and some liquidity

I’m not a huge fan, hangover shares from the past but no choice, happy to leave not realise a loss and let this play out. There is a chance this could do very well, it’s in a high growth space but it was never going to be that quick

Yes I think there doing ok and plenty of work out there.

really good post, like to read the thinking and different perspectives shared. i'm sticking with my position of moving into cash and silver, some equities still, infact considerable amount but less than before and i'll see them coming out into cash next few week. miners are on the up, silver and gold also which was the expectation. dow to 38,000. nasdaq to 17,000

It’s the free money from government over this last year or two. It supports wealthy people to gain more wealth which they’ll neatly take off the table, not Jeff sold $2.5 billion dollars Amazon shares last week.

The free money is affordable at cheap rates, there is no bubble if you say it’s post covid correction but as soon as rates rose and liquidity is removed the sense is the bubble bursts. There is a fundamental shortage of commodities, investing based on what’s needed is still very sound like iron ore, just whether you believe there is a correction first and hence fxpo is a great investment but at what price?

I also bought silver based on its industrial input increasing

David Hunter - I think the one week pullback that caused so much consternation is likely over. Watch the semis & FAANG stocks regain their leadership & momentum now that so many have turned negative on them.SMH to $300 & probably a bit higher.Nasdaq to 17,000 & probably higher.Parabolic melt-up started, expect a fast increase

Dow has another two or three thousand to go before all time high cemented. Then we travel back in time!!!

yep, that's a few quid in the pocket

Your fortunate to have the two buffets on the fxpo board to give out their pearls of wisdom while the market does a spin!! Lol. I made more money as many did last year and truth is I’m not one for loosing it in any circumstance so I’ll happily take it off the table for sometime.

My silver arrives end of month, not sure yet where to put it but I have told the wife so she’s aware it’s coming.

The market is going to shake a bit, clear dates on my remaining investment coming out, mid may, end of may so can we last and get all time highs by then? Gla.

To note, my not be specific to fxpo at this time but I’m a long term fan and definitely will invest at some point again

timing is impossible as you say bar for the few that are actually the market, the top 1% that continue to increase the margin of gain.

capitalism is ok when everyone gains, when the gap between rich and poor widens too far then there is a reaction eventually as the poor cant keep up. as businesses open people take money from equities to fund housing, businesses etc. i think there will be a correction of course easy to say but no idea exactly when. positive on the markets today, commodity led. my next fund move into cash is the 18th may, then 28th may unless it gets too shakey before hand

others and myself have a thinking that the market has new highs to meet as all the figures coming out are stella in comparison certainly to last year.

will this then lead to inflation out of control, needs rates to control, (will control?) which then leads to the usa etc having to acknowledge more the huge debt and pumping of cash they have put into the system.

yesterday this was clear when the idea of an interest rate increase was even muted by one person, stocks dropped but recovered when further points given

i'm moved into cash, will do this more over the next few weeks, more upside followed by big downside in the months to come, i'm happy likewise to step away and conserve the cash as missing the last 5 % up doesn't really bother me.

back into fxpo this time next year after the re-set

There was a sniff today that rate rises may be needed in the usa to curb inflation. This is the main aspect done are arguing and waiting for. The feb can’t raise rates or equities will suffer but inflation is sky high as trillions get pumped in.

I’m 40% ish in cash, 60% ish in equities and 1% silver!! I’m happy to see this through for sometime. A downside maybe 50% on equities so I think worth the wait. Correction and then off again.

Not just yet, gold and silver up

Each to there own. Dyor

https://twitter.com/davehcontrarian/status/1382068851458899970?s=21

Lucky, thanks for your thoughts, try buying garden furniture and if you can it’s pretty expensive now !! Lol.

It’s hidden and greatly influenced by the fed but inflation is burning through, they won’t be able to easily control it and the debt. The demand for commodities and prices won’t drop back for long, an equity drop, government pike back in and re set and off. Then years of max commodity prices for years, I’ll certainly be in fxpo far more.

CCC Junk bonds at levels last seen just before the start of every major stock market correction since 1999.

Ccc. Amazing we have boards where everyone gets annoyed and fed up when ****ging shares or each other off. Then when you get two or three holders of the same share talk about investment and the share there’s frustration. Not sure there a perfect outcome possible.

As you read I’m big on a correction, financial correct but not an overall commodity correction for long. Suggested demand is very high, inflation, commodities up over next few years after 2022. So fxpo is a great company to invest in, just believe an overAll equity correction first.