28 Comments

Quantum Computers and Centralbanks' Digital Currencies need ENERGY. Uranium rocks.

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This is MUCH worse for Humanity than Ukraine. Me shouldn't invest? I do. Why? There is no [ZERO] real life in [100 %] false life.

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DON'T LOOK H E R E :

...

On February 24, the first meeting of the WHO's INB ("Intergovernmental Negotiating Body") was held to develop an international pandemic treaty. On the same day, WHO also published a detailed report on the COVID situation.

Largest global data network planned

Democratically legitimized states to have less say

It is clear from the WHO report presented on February 24 that the issues addressed go far beyond health protection and pandemic response to include environmental policy and, above all, data collection and analysis.

...

WHO Document

https://www.who.int/publications/m/item/covid-19-research-and-innovation---powering-the-world-s-pandemic-response-now-and-in-the-future

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DON'T LOOK H E R E :

These days, ask your search engine news for "china digital currency"

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China set to approve 3rd batch of localities for digital yuan trials - state media

China's Supreme Court adds digital currency to list of illegal fundraising methods

Why Central Banks Got Serious About Digital Money

Bit by bit, central bank digital currencies like China’s will eat into US dollar hegemony

China Can Bypass SWIFT by Putting Digital Money in Play

China’s digital currency push faces uphill battle

SWIFT’s Russia curbs rock Chinese stocks, but boost digital currency shares

The Federal Reserve Bank of Boston and the Massachusetts Institute of Technology (MIT) have jointly developed a basis for the possible introduction of a digital US dollar.

Agenda: Why it is time for Scotland to embrace a digital currency

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Is there a UCITS equivalent for PDBC? I'm based in Europe and I am prevented from dealing with US and CA ETF's

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Hi Greg,

Is there any way you can cover what you will look for in the market to signal you to sell your commodity and gas/oil positions?

Will you hold these until you see the debt market implosion and ten year yield spike?

Thank you for helping us out!

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In view of the Ukraine conflict, Germany is fighting for its energy supply security. To arm itself against possible shortages, Germany is buying gas on a large scale. A national gas reserve is to be built up for this purpose. It is to be stored in two terminals. The federal government is likely to spend 1.5 billion euros on the purchase of liquefied gas. But the market is tight, and wholesale prices react immediately. Without political coordination, the action threatens to become an expensive own goal.

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Greg has been a superior analyst for years and has been proven correct over the years.

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Bank Of Canada Hikes Rates As Expected, Says Ukraine "Major Source Of Uncertainty"

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XLF still a good play?

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PDBC was 25 in 2014

Now it's 17

It's anything but parabolic

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author

I said commodities, not specifically PDBC. PDBC is weighted. Looks like I have to literally spell every detail out for some people... PDBC has done VERY well since my recommendation. Care to comment on that?

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Depends upon the context of parabolic. Some commodities have like wheat but others are up somewhat in historical context. For example;

Oil is almost the same what it was in 2011 even after the war!! This price should collapse if the war ends

Copper is also almost the same as a decade ago

https://www.macrotrends.net/1476/copper-prices-historical-chart-data

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Copper is almost the same as a decade ago? NO !!! It is NOT !!! Looking at the Price alone says NOTHING. Correction ended. All Time High testing. You have to think in bigger pictures. Take a look and try to see the historical context:

Take a look at your own chart. You are smart. So if you WANT to see it you WILL see it.

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>Take a look at your own chart.

Calling that a parabola would be a hyperbole ;)))

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Am analyzing charts in waves: 12345-abc-12345-wxy-12345. So I have a "special" view" on moves.

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Commodity cycles are very long. Tomorrow morning Putin may get toppled and war may end. Then all commodities may go down 20% and stay there for many years and yet be in uptrend while every one keeps waiting. Need to be very careful getting stuck in that situation. For example wheat now. 99% of the world can not produce semiconductors but everyone can produce wheat. Need to be very careful with commodities. Learnt this in a hard way with silver.

I don't think there is any manipulation in silver. Nobody can suppress the prices if there is real demand and supply issue. You can open an account at the exchange and start taking deliveries of silver at the spot. No billionaires are doing that

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That's true. Am very careful. Expecting WTI to rise (a bit) higher. Than - suddenly - down 50 % for example.

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You said do your own DD .. so ..

I presume you are not looking for all 'yes' men on the board

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Just buy RIO. Almost 11% div yield.

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Just sold puts on RIO

Looks good

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It is all relative. In 1964, gas was .25/gal

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