Goldie's expensive cuz every country is printing money is not gold going up is the paper currency going down and I don't think higher interest rates will bring back buyers to the US dollar cuz this game is up and it's the can is looks like the end of the road
2026-06-01 04:04:16
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H@ch|mAn.H|k|GAyA :
@H@ch|mAn.H|k|GAyA:agree with you on most points but for chart 4 shouldn't you be looking at dividend plus buybacks cause most firms now have moved to paying shareholders through buybacks, specially big tech.
also you must factor in that over 80% of companies beat estimates this earning season which tells us the forward earnings might not be reflecting the true earnings growth.
however I agree with you on the macro analysis. with inflation rampant and economy resilient due to Ai, central bank might choose QT to take away liquidity from the market which can lead to a correction. but on the flip side, would Trump allow markets to crash given all his buddies are making billions in it. he might just get the US Govt to invest in major tech companies to keep the market rallying. he also has Mid terms coming up and with his ratings at all time low, he needs to keep the markets happy if he wants to win in November
2026-05-30 23:43:36
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Terry001 :
informative. Thanks
2026-06-02 14:49:46
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