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Geopolitical Risk

Started by Davexl, Jun 28, 2022, 05:46 PM

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BlackPeter

Quote from: TraderRay on Mar 12, 2026, 11:22 AMThis is going to drag on a good few months, hard pass on stocks going into assets like gold and bitcoin.

Well, it may last days, weeks, months years or decades (as in previous conflicts). We will know afterwards.

It currently is a high risk period with a maximum of idiots running the big players. High risks are typically bad for stocks, while it tends to pop up assets with little base and high hype.

Yes, gold is good as long as you sell it before the risks drop. Interesting - gold price went up until the start of WW2, and than it dropped. Just make sure you don't miss the exit this time.

Bitcoin? Ah well, still much more hype than gold and necessary for various criminal activities - but no history. Isn't it dropping already?

Good thing about gold is - it still works if somebody switches off the computer.

Shareguy

Quote from: BlackPeter on Mar 12, 2026, 05:40 PMWell, it may last days, weeks, months years or decades (as in previous conflicts). We will know afterwards.

It currently is a high risk period with a maximum of idiots running the big players. High risks are typically bad for stocks, while it tends to pop up assets with little base and high hype.

Yes, gold is good as long as you sell it before the risks drop. Interesting - gold price went up until the start of WW2, and than it dropped. Just make sure you don't miss the exit this time.

Bitcoin? Ah well, still much more hype than gold and necessary for various criminal activities - but no history. Isn't it dropping already?

Good thing about gold is - it still works if somebody switches off the computer.


Although tempting,  I'm holding off buying anything. I think more pain to come.

Waltzing

perhaps the rich are thinking also more pain to come and they are Jetting off..

Once they were jetting in...

Imagine the tourism trade out there at the moment and all those agents and individuals who move to the big cities in the gulf to make the livings...

everyone was envious all those parties and networking ...

well they arnt doint that anymore...

https://edition.cnn.com/2026/03/12/travel/middle-east-private-jets-scli-intl

Waltzing


HAWKDOG

Quote from: BlackPeter on Mar 12, 2026, 05:40 PMWell, it may last days, weeks, months years or decades (as in previous conflicts). We will know afterwards.

It currently is a high risk period with a maximum of idiots running the big players. High risks are typically bad for stocks, while it tends to pop up assets with little base and high hype.

Yes, gold is good as long as you sell it before the risks drop. Interesting - gold price went up until the start of WW2, and than it dropped. Just make sure you don't miss the exit this time.

Bitcoin? Ah well, still much more hype than gold and necessary for various criminal activities - but no history. Isn't it dropping already?

Good thing about gold is - it still works if somebody switches off the computer.


Oil stocks should do well.  Could be the price of oil stays fairly high even when the bombs stop.


Gold actually exists physically. BTC is imaginary.  Is it true bitcoin was created by the CIA?  Satoshi translates to intelligence
"The public loses interest just when opportunity returns."
— Stan Weinstein

Waltzing

If they dont destroy the drone boats in the tunnels they will have to over watch the gulf and a air tanker has already gone down possible killing the crew...

now may the Evil House.. (WH) .. wil realise that flying around is dangerous...


The stakes are going up every day...

watch the long end yield go up fast if that happens...

Waltzing

The fantasy behind the war strategies'...

Its look like the europeans and the Rest of the world does not want to come to the rescue of CHUMP WAR...

Watch for farther weird stuff like lys about former president fire side chats he has ... in his head only...

https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-16-26

Waltzing

#1612
Ok Iran is not going to do anything to stop this war.. in fact since they have already lost the most important person that was stopping them from closing the straights...

Iran now has no incentive to open the SH....

We probably dont understand how long iran will hold out...

If this is so than its going to get very expensive for the west...

Drones are now flying around US embassy in the middle east.. FPV's..

This is going to turn into Iraq..




Waltzing

Ok its was all well... Trump Truth....

But the CIA director says other wise.. No Threat yesterday, today and not tomorrow.. and may be not this year nor next...

someone forgot to send the memos to the white house...

https://edition.cnn.com/2026/03/18/politics/takeaways-intelligence-officials-worldwide-threats-war-iran

Waltzing

iran.. 1 in 8 people work for the church.. i mean GOD....

thats right they work for GOD..

90 million people... and the Tehran and the city is not far from CAP sea and just up the lake is Astrakhan...

now your saying what has this got to do with anything... you cant take that city in Iran and hold it without the WHOLE population say HEY come over for dinner!!!

As the Russian can come over the inland seas not long after you can take a flight from the UAE to Tehran...

Just ask any Greek general what its like to Take and hold persia...

Waltzing


Waltzing

The fact is the middle east allies of the US are reaching out to the Ukraine defense industry...

while CHUMP create noise to deflect from the fact the US might be in a place they arnt ready for...

https://www.telegraph.co.uk/world-news/2026/03/20/trump-iran-ukraine-russia-drone-warfare/

we all know that ITRON was created by the japanese back in the early days of the tech revolution...

Im amazed the number of people who know nothing about tech...

BlackPeter

#1617
Quote from: Waltzing on Mar 21, 2026, 08:37 AMthey cant open the SH....

https://www.cnn.com/2026/03/20/politics/us-strait-of-hormuz-avert-closure-iran

I guess the question is - do they really need to bother? It is only 20% of the worlds oil, and getting along with 1/5th less can't be that difficult? Aparantly driving 80 instead of 100 on our highways does the trick already.

Good time to get away and focus on alternative energy sources ... and if Persia and its Arab brothers still like to sell some oil, then for sure - somebody finds a different method to bring the oil to the consumer.

Pipelines, railways, trucks?

But maybe Dumby did something he never thought about - by cutting our access to oil, he might have increased our desire to use different energies: wind, sun, thermal energy ... after the Nobel price for peace, hw well might be in for the green person of the year in Time magazine!


Crackity

http://www.nzoilwatch.com/


Worth a bookmark.....

Waltzing

Oil is used oil many industries which means you need replacements or all those research projects to come on line..

The problem is that if the price goes to 150 all economies stop they say..

well if that happens you will get to see if your right but i suspect if you are wrong your not going to be happy...

On another topic it appears a 1000 boat fishing fleet operated by china as been doing DRONE SWARM ops even in bad weather..

All shipping requires radio and network specifications to be aligned with the Military....

It also probable means any commercial networks in china require connecting to the State....

IE your China EV car will have a communication specification that will connect from to home server which is compatible with all other communication node points as the state requires...

be afraid people.. be very afraid...