laux42

3.4K posts

laux42

laux42

@laux42

Katılım Ocak 2008
614 Takip Edilen114 Takipçiler
laux42
laux42@laux42·
@IsraeliPM What a despicable human being. At this point - what can we expect to change. Build a wall around Israel so nobody ever has to deal with these lying murdering snakes again.
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Prime Minister of Israel
Prime Minister of Israel@IsraeliPM·
Prime Minister Benjamin Netanyahu, at the site of the missile hit in Arad: “If you want proof that Iran endangers the entire world, the last 48 hours have given it. In the last 48 hours, Iran targeted a civilian area. gov.il/en/pages/event…
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laux42
laux42@laux42·
@AJEnglish All over the west the system supports this agenda - at differing degrees of enthusiasm. But it feels like at least among politicians this guy is closest to the dark force of death and destruction. Sure he is a marionette as well - but the closest to real evil we have.
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Al Jazeera English
Al Jazeera English@AJEnglish·
The Israeli PM has called on world leaders to join the US-Israel war on Iran, speaking from the site of an attack in the southern Israeli city of Arad. 🔴 LIVE updates: aje.news/x3n3wk
Al Jazeera English tweet media
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Kaja Kallas
Kaja Kallas@kajakallas·
The EU continues to hold Iran accountable. Today, EU Member States ambassadors approved new sanctions targeting 19 regime officials and entities responsible for serious human rights violations. As the Iran war continues, the EU will protect its interests and pursue those responsible for domestic repression. It also sends a message to Tehran that Iran’s future cannot be built on repression.
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laux42
laux42@laux42·
@elonmusk That’s right - evil is the Zionists.
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laux42
laux42@laux42·
Saving my $ for when Silver goes negative later tonight.
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laux42
laux42@laux42·
@HegedusAero Yeah. But beyond that unlimited SRF + bills funded fiscal spending is a path towards potentially unlimited fiscal spending. Unlimited RRP + SRF make reserves and short term gov debt equivalent. Also equivalent to coupons + QE of all issuance.
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Hegedus Aerodynamics
Hegedus Aerodynamics@HegedusAero·
@laux42 IMO, if SCOTUS reverses tariffs, it will be interesting to see if that is funded by Bills or Coupons.
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laux42
laux42@laux42·
@Convertbond "converting worthless surplus into globally transferable value." - actually it's "converting worthless surplus into verification of changes to a global spreadsheet". At least will be when bitcoin no longer subsidized by inflation.
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Lawrence McDonald
Lawrence McDonald@Convertbond·
"Bitcoin mining now consumes 211 terawatt hours per year (= S. Africa). 52.4% from renewable and nuclear sources. Miners co-locate at stranded energy sites, converting worthless surplus into globally transferable value." Cambridge Centre for Alternative Finance (CCAF)
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World of Statistics
World of Statistics@stats_feed·
What do you think is the greatest threat to the United States?
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laux42
laux42@laux42·
@KingKong9888 Better calculation is what percentage of Gold relative to cash equivalents will investors hold. That determines the gold price: 10% cash, 17% Gold, 17% Bonds, 56% Stocks -> Gold held by investors ~ 1.7 * (deposits + MMF + T-Bills).
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Eric Yeung 👍🚀🌕
Eric Yeung 👍🚀🌕@KingKong9888·
Assuming 10% of all portfolios adopt Morgan Stanley’s advice of 20% #Gold holdings: Assuming stable global gold mining supply (~3,000 tonnes/year): US Demand (17,782 tonnes): Gold price could rise to ~$6,255–$9,846/oz. Global Demand (38,532 tonnes): Gold price could reach ~$10,400–$16,380/oz. Extreme Case (177,782–395,061 tonnes): Prices could theoretically hit $38,250–$128,800/oz, but this is unlikely due to physical supply limits and market adjustments. Most realistic range (based on 17,782–38,532 tonnes): $6,250–$16,400/oz, assuming partial global adoption and recycling mitigates some demand pressure. For precise portfolio impacts, consult a financial advisor or monitor LBMA/Comex data.
Eric Yeung 👍🚀🌕 tweet media
David Lee@DavidLe76335983

Why I believe this #Gold rally has legs? I asked grok for a simple calculation Assume 10% of US investment portfolio ($135T) increase Gold holding to 20% (as recommended by Morgan Stanley 60-20-20 allocation) from an assumed 2% holding now (most have 0%) We need about 17,782 tonnes of gold at $4250, approximately 6 years of global annual gold production The global investment portfolio value at ~$300T (2.2X of $135T). If the world follows, we are talking about 13 years production

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laux42
laux42@laux42·
@SemperVigilant1 And then they'll covert the mining profits into a larger share of a "scarce" entries in a spreadsheet. Psychopaths ...
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laux42
laux42@laux42·
@Peter_Karwacki @Frank_Giustra Unfortunately it kills the "no trust required" narrative with bitcoin. If people issue crypto against gold you have to trust the issuer. Crypto only fulfills its full promise when nothing backs it. It's a nihilistic asset.
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Frank Giustra
Frank Giustra@Frank_Giustra·
Is it me or has anyone else noticed the Bitcoin pump , dump gold campaign that started this weekend? It’s everywhere. Feels a bit coordinated….am I wrong?
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laux42
laux42@laux42·
@SemperVigilant1 It's just silly. It's artificial scarcity of nothing. I can sit here and paint 10 glorious yet insignificant paintings. I can sell 5 of them and keep 5 and promise to destroy one each year. Doesn't make me a great painter. Doesn't make the paintings valuable.
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laux42
laux42@laux42·
@KingKong9888 Gold EFP is going down quite a lot too now. Getting tight.
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laux42
laux42@laux42·
@KingKong9888 Reversal here would be stunning. No cards left to play.
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laux42
laux42@laux42·
bitcoin: A distributed spreadsheet ensuring consistency with huge transaction costs. These costs are initially paid for through bitcoin inflation. When this is no longer possible they have to be paid for with transaction fees. Which makes the spreadsheet unviable.
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laux42
laux42@laux42·
@SantiagoAuFund That's what saved Weimar Germany for the first couple of years. Foreigners bought the currency based on historic prejudices and thus delayed and aggravated the final result.
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Santiago Capital
Santiago Capital@SantiagoAuFund·
The reason the CHF is strong despite low (and heading lower) rates is because it has a relatively small float and huge external demand. This external demand is the Key. Countries that have external demand for their currencies do not hyperfinflate.
David Levenson. I am increasing low beta leverage.@PolarityRadio

Swiss rates are negative and their currency continues to rise to all-time highs against the dollar and euro, so they will have no choice but to go negative. The only question is whether they do it before or after the next ECB cut which is being signal by the lower rates in Germany and the UK.

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