X @Ansem

RT plur daddy (@plur_daddy)I am viewing gold/silver as risk assets, just a flavor of risk asset with more downside protection in the case of gold. In an environment where we get a combination of liquidity/fiscal expansion, and tolerance inflation, think that leads to many people concluding they should own gold.In general think select commodities that flow into data centers are interesting because demand will keep going up and they are not as overowned as AI capex stocks.Stock indices will keep melting up an ...