extinctionism

Today's True Safe Haven Investments

" If de-leveraging is happening, the de-leveraging will NOT stop at the level of cash, it will go all the way to the physical, the physical assets. Remember cash is also so sort of leverage on physical assets. If there are two person left on earth, one is allowed to have all the paper assets and cash but no physical asset, another is allowed to have everything physical but no paper asset, which one of the two would you prefer to be? "

This makes absolutely no sense, I don't know what you are trying to say.

Today's True Safe Haven Investments

I like palladium here too but am watching the $USD due to institutional insolvency and their ATTEMPTS at deleveraging (kind of like an over weight couch potato inspired by his TV to do an Olympic 31/2 off the high platform .. a belly flop being the likely outcome). BK's equal capital destruction=bullish for the dollar= bearish for PM's.

The fact is US dollars are becoming more scarce and in demand. Hard to believe but true. There's is nothing even in the distant future to lead one to believe that there will be that kind of leverage to ramp things up to previous levels for a very long time.

One could do a short platinum/long palladium play here and balance the two on a percentage basis (NOT on a nominal basis!)