The Investments Thread

Storrsy

Storrsy

Well-known member
doobin said:
It's not dropping the gold price, that's for sure!

We are about to see a lot of money rotate out of S&P500/tech stocks back into commodities IMHO. The P/E ratios of AI companies etc are insane. We've seen all these before with the dotcom bubble. Yes, it will change the world. But not every company will be a winner- and winners are hard to pick this early in a cycle.

Think back. Yahoo- where are they now? On the flip side- Amazon. Sure thing, right? No. At their lowest in the crash, they traded for just 11% of the high.
Click to expand...
Yeah exactly Why I'd prefer an index fund because trying to pick the right stocks is pretty much impossible, especially for the layman. And as you say have a good bit in gold helps to steady the ship when things get turbulent which looks like it's all heading that way
 
Lancs Lad

Lancs Lad

Well-known member
Storrsy said:
All this talk of tariffs/Greenland dropping things at the moment . Exactly the same as what happened last April when he did it the first time. Bloody idiot
Click to expand...
Colours on the mast again...
Not an idiot....😉 The media are utterly powerless hence hate his guts. Think about what you read and who's behind it.

He knows exactly what he's doing FFS he's had years to plan this.
Taken control of China's oil supply in one hit.
Look into Greenland ....Europe has warned about Russia taking it ages ago....
He's woken Europe up and highlighted how utterly spineless and useless it is. They've really sorted Ukraine out havent they for instance?
And chagos ..he's simply highlighted what everyone knew

Expect more 💥💥
 
Storrsy

Storrsy

Well-known member
Lancs Lad said:
Colours on the mast again...
Not an idiot....😉 The media are utterly powerless hence hate his guts. Think about what you read and who's behind it.

He knows exactly what he's doing FFS he's had years to plan this.
Taken control of China's oil supply in one hit.
Look into Greenland ....Europe has warned about Russia taking it ages ago....
He's woken Europe up and highlighted how utterly spineless and useless it is. They've really sorted Ukraine out havent they for instance?
And chagos ..he's simply highlighted what everyone knew

Expect more 💥💥
Click to expand...

Trump said he was going to sort Ukraine out too.
Idiot probably wrong word he wants access to Greenland's resources before anyone else gets there hands on it. Military security they all ready have access with existing air base agreements and if it was purely security he was concerned about than I'm sure Denmark would have been open to further agreements. As I understand it the US have reduced there military presence there over the years so obviously not that important.
Like Venezuela he wants access to the resources. If they didn't exist I'm pretty sure he wouldn't be so interested.
Totally agree about our pathetic European leaders. We are sitting ducks.
 
J

Jimoz

Well-known member
doobin said:
I would lean to Graham's explanation. Coin collectors are exceptionally anal, and the mintage numbers and intricate details of the ones with the highest premiums are well known.

Much easier to make a fake to give to a jeweller who will test solely for gold content, as it's being melted down anyhow. With four sovereigns inherited from Granny exceeding your capital gains allowance for the year, there is certainly the incentive there.

I have been seriously considering selling all my gold and buying it back the same day. If you could get that for a premium for a couple of percent from a willing dealer, yes it would hurt. But you'd be crystalising the tax free gains- and CGT exemption is an eaxy one to go for as the price skyrockets and government coffers sit permanently in defecit.

The more I think about it the more it seems like cheap insurance.
Click to expand...
I think the guy i spoke to would do it. He said he buys couple of percent below and sells a couple of percent above. Surely anyone would do it for less than this if just a paper transaction. I'd be less sure about the legality isnt there some rule with shares about this where you have to not own for set period? Could you not sell them to your wife or partner? Then they sell back to you in few years if price goes up more.
 
Storrsy

Storrsy

Well-known member
Furniss said:
Not referring to Greenland in particular but there is some sense mixed in the madness which for me is the frustrating part about it all, maybe we need this to then come back to some sort of straight thinking middle ground.
Click to expand...
And I think this is the trouble. There is probably something to be gained for everyone in this but the way he goes about things just sets everyone's teeth on edge.
 
S

Stroppymonkey

Well-known member
Furniss said:
Not referring to Greenland in particular but there is some sense mixed in the madness which for me is the frustrating part about it all, maybe we need this to then come back to some sort of straight
Click to expand...

Stroppymonkey said:
He’s full of s**t and a ruinous role model for everyone and everything . The world is a poorer place with him sitting in the hot seat and shouting his bile.
Click to expand...
That’s probably me banned from US now forever . Ah well
 
Lancs Lad

Lancs Lad

Well-known member
Storrsy said:
And I think this is the trouble. There is probably something to be gained for everyone in this but the way he goes about things just sets everyone's teeth on edge.
Click to expand...
Yes and no..
Look at the rest of dribbling ,lethargic status quo let's grease each other up and achieve nothing career politians...meanwhile it's about time folk actually woke up to what Russia and a China are doing.
 
TiltyShaun

TiltyShaun

Well-known member
doobin said:
I would lean to Graham's explanation. Coin collectors are exceptionally anal, and the mintage numbers and intricate details of the ones with the highest premiums are well known.

Much easier to make a fake to give to a jeweller who will test solely for gold content, as it's being melted down anyhow. With four sovereigns inherited from Granny exceeding your capital gains allowance for the year, there is certainly the incentive there.

I have been seriously considering selling all my gold and buying it back the same day. If you could get that for a premium for a couple of percent from a willing dealer, yes it would hurt. But you'd be crystalising the tax free gains- and CGT exemption is an eaxy one to go for as the price skyrockets and government coffers sit permanently in defecit.

The more I think about it the more it seems like cheap insurance.
Click to expand...
Gold coins are CGT free. Not sure what you are trying to sell and buy back
 
Gecko

Gecko

Well-known member
Lancs Lad said:
Look at the rest of dribbling ,lethargic status quo let's grease each other up and achieve nothing career politians...meanwhile it's about time folk actually woke up to what Russia and a China are doing.
Click to expand...
I agree with that completely, but Trump has done nothing 'for the greater good'.
His tariffs have made it expensive to do business with america, so all countries are scrambling to trade with (almost) anyone else - result: US retail prices go up and availability goes down.
Reciprocal tariffs means no one wants to buy anything from the US
If you live in the UK and have grown up with access to the NHS, it's very difficult to understand how good you have it compared to someone with no public healthcare.
Trumps wealth is estimated to have increased 3bn last year (1 year) - wait until he is out of office and the deals his done start to kick in.
 
S

Smiffy

Well-known member
Gecko said:
I agree with that completely, but Trump has done nothing 'for the greater good'.
His tariffs have made it expensive to do business with america, so all countries are scrambling to trade with (almost) anyone else - result: US retail prices go up and availability goes down.
Reciprocal tariffs means no one wants to buy anything from the US
If you live in the UK and have grown up with access to the NHS, it's very difficult to understand how good you have it compared to someone with no public healthcare.
Trumps wealth is estimated to have increased 3bn last year (1 year) - wait until he is out of office and the deals his done start to kick in.
Click to expand...

He is 80 though. I don't understand why he wants a full time job. All this money but it's not going to bring him anything more. But in the process he is potentially screwing up the planet for future generations.
I would be interested to know what the average American thinks of the situation as my social media algorithms only show one side and it isn't exactly positive
 
Gecko

Gecko

Well-known member
That's simple - he simply isn't altruistic - he doesn't care what damage he causes and there will never be a point where he has enough.
He's doing it because it makes him feel important, people fear him - it's how he gets his rocks off.
 
doobin

doobin

Well-known member
Gecko said:
That's simple - he simply isn't altruistic - he doesn't care what damage he causes and there will never be a point where he has enough.
He's doing it because it makes him feel important, people fear him - it's how he gets his rocks off.
Click to expand...
This. The phrase 'egotistical maniac' is thrown around a lot lately but it describes him perfectly. He wants to be remembered at the president who expanded America.

dailyreckoning.com

Trump Follows the Emperor’s Playbook - Daily Reckoning

Jim Rickards on Trump’s big political maneuvers.
dailyreckoning.com
 
You must log in or register to reply here.

Footer block 1

Footer Block 2

Plant Construction Forum

Footer block 3

Our Partners

Top