2025 Lunatic Fringe - Market and Trade Chat

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Lawrence McDonald said:
A Paradigm Shift - The great Microsoft - Unched since November of 2023 with gold up +50% over that period??? Truth.

*Cracks are forming in passive investing. In recent years, close to 7% of every American's 401k has been invested in the last decade's darlings, like $MSFT. Our country's wealth is overdosed with financial assets and underweight hard assets.

 


It feels like we're on the cusp of the metals breaking free of the constraints of the paper markets.
 
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