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@@ -7,24 +7,11 @@ - BG - Long Inflation trade - NVDA - Short turnaround - Has gone nowhere since June 2024! Get over it. Move on. You can make money from other stocks too PT:70-85$ by June - ASTS - Long Beta momentum ? -- OUNZ - catalyst:gold bond, basel3 - PT 3190 gold for 09/25 OUNZ PT 31 -# for gold thesis ? but how does it work ? - -“Within the next 12 months we are going to monetize asset side of the US balance sheet for the American people. We are going to put the assets to work. “ --Scott Bessent -To pay off $36 trillion of debt gold will have to be repriced to be over $10,000 per ounce ... Basel3 - 1 july 25 basel3 reclassified gold as Tier 1 asset, on par with cash and bonds project 2025 & gold -# PAssing remarks - -# Sticky thematics - -# thesis - -# indicators |