Into Absurdity @SubtleInduction
Fat tails and frustrating assets. Joined November 2023-
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It looks like they thought the dot com top was also fairly valued. In fact more fairly valued than today. Of course there's a thing about models and assumptions, there is always a way to make the numbers work.
It looks like they thought the dot com top was also fairly valued. In fact more fairly valued than today. Of course there's a thing about models and assumptions, there is always a way to make the numbers work.
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Dow Jones hits intraday all-time high. At the same time it has broken the neckline on this structure when priced against gold, and the Dow:gold ratio is lower now than it was at its 1929 top. You're not bullish enough precious metals.
Hope this helps
To my point a month ago about the sector being near a major long-term bottom. I supposed I am one of the "very few" with a longer-term view mentioned in the note.
To my point a month ago about the sector being near a major long-term bottom. I supposed I am one of the "very few" with a longer-term view mentioned in the note.
It's weird that GDX share cnt keep declining, which says it's peeps buying the individual miners pushing it up. Which makes me think we're not too late in the overall move. But maybe at an interm. top with this vertical move in the px. I sold 1/3 of my gold miners today. 🤷♂️
It's weird that GDX share cnt keep declining, which says it's peeps buying the individual miners pushing it up. Which makes me think we're not too late in the overall move. But maybe at an interm. top with this vertical move in the px. I sold 1/3 of my gold miners today. 🤷♂️
And you're bearish, anon?
Into Absurdity retweeted
How it started vs how it’s going 🤣
NGL, GDX looking kind of stupid right now
Into Absurdity retweeted
Every time I see a $HIMS to $100 post
Interesting but you have to wonder the subset of people who respond to us:
Across biopharma the arithmetic average roic is negative, but the few hugely profitable outliers are what draw scrutiny. Try explaining to the general public about convex payoff profiles and how these are necessary to justify the brutal economics of R&D.
Across biopharma the arithmetic average roic is negative, but the few hugely profitable outliers are what draw scrutiny. Try explaining to the general public about convex payoff profiles and how these are necessary to justify the brutal economics of R&D.
Is it just me or does physical uranium look Bullish AF? $sruuf $u.un
Imputed ounces of gold held between $GLD, $IAU, $SGOL, and $GLDM etfs. $xauusd
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