Did notice much. Plus they did not vaxx Africa, Asia, or Latin America with the rna stuff. So not clear to me what the whole thing was about. Given the evidence this virus came out of a lab it will be interesting to know if they have another version of the virus that actually kills...
Damn, Jesse! This is quite the lineup, a veritable Murderers Row of podcast guests. These 2 guys together cover a lot of ground and provide a well-honed and distilled worldview.
I was glad to hear your inputs on Tulsi Gabbard. She is the only politician I like and would be the best vice-president for Trump, she strong smart and not imbedded with the swamp.
Am I too cynical to think her coming around on the one issue that Republicans viewed as a non-starter... Is less than organic? I mean she'd be better than Trump's last choice but I wonder if this is all too calculated
They missed one of the best cases for platinum which is the fact that current prices are below the cost of production for a significant portion of the platinum miners. They are trying to stay open as long as they can in order to avoid an extremely costly shutdown but they can only play that game for so long. It's also very difficult to finance new mines at current price levels and given the negative sentiment in the sector. What all of this tells me is there is a pretty good floor in place. I'm inclined to look for low cost producers who will be able to weather the storm because they will be the ones making money when the prices cycle back up. And I'm not inclined to wait for a sign before investing because that's what everyone else is doing and I don't want the competition. I can hold for longer than those higher cost producers can stay solvent and if the price drops more before cycling back up I will just add to my position.
Go platinum , South africa is a big producer, their power supply is very unstable, one of the big miners might pack it in due to lack of stable power supply. Market sniper talks about platinum
Luongo always so impressed with himself. Is there anything he doesn't know he is right about? A little humbleness could go a long way. Oh, yeah...good luck with that bitcoin beanie baby.
@@anassbellachehab9821 - Trump made the swamp bigger and appointed Christopher Wray as FBI Director. Trump increased the size of the federal government and allowed his stupid son-in-law Jared (a card carrying Democrat) to advance liberal policies. Plus he never built the wall. Trump also signed Democrat budgets. The guy is a total fraud and sellout to the MAGA movement.
@@anassbellachehab9821- Trump allowed his Democrat daughter and Democrat son-in-law to advance numerous liberal policies including never building The Wall. Trump also appointed Christopher Wray as FBI Director.
Interesting macro perspective. Maybe right, maybe wrong. But the underlying analysis is non trivial. Respect! Quality of the analysis and insights in the bond market are good. But If you guys were really good you'd lever up 1000x and grab that alpha in a 3(c)7 fund sold to sophisticated investors. But alas, there are real world constraints. Maybe a better ex-ante Sharpe ratio going long on an analytical thesis from collecting consulting fees from newsletters rather than actually committing hard capital. But maybe you guys are doing that. Cheers!
If Trump made any profit from vaccines at all I would think it should be donated / given too any that has been injured or to families who lost loved ones at a MINIMUM. Ignorance / Incompetence is NO excuse.... lets start there.
