It’s a simple life if you let it be simple. Macroeconomics, geopolitics, geoeconomics, and above all, game theory, not only shape the equation, they are the equation. Being able to pick stocks, time futures, and maintain an adequate supply of working capital is something we've practiced as part of a plan for years.
There’s more than one reason having a leader in the White House makes life easier. It seems simple as long as Trump gets his way. He did last week, and we followed.
How About Those AI Chip Stocks
This is my second entry into the AI abyss. I’ve worked in the AI field for about eight years. It’s not that complicated. To me, it’s ‘search’ on steroids. The primary challenge I faced was distinguishing between the various available platforms and their basic, underlying political philosophies. Over time, the various emphases have turned to what I’ll call ‘reality’. It’s important to understand what you seek and which of the underlying sites you are working on. As I said, I’m back in the game and chose the first two companies I ever worked with and for again, NVIDIA (“NVDA”) and Su(per Micro Computer (“SMCI”). First, however, I chose to follow Trump.
When it came to trading Bitcoin, I’ve only been in the market three times. For each, I looked at basic supply & demand in conjunction with my standard criteria. I’m doing the same thing here. I’m not likely to hit the bottom each time I purchase. I am likely to outperform the averages, and that’s what counts.
Given the overall geopolitical scenario, my past knowledge of what’s worked in the gold & silver markets and simple modern game theory, my attention now moves to the rare earth markets. I’m not a miner. I am one to seek partnership with experienced members of the community who ‘know’ where to find the materials to make money. Stick around and follow my analysis. Chances are, I’ll be right again, just like Trump.
I like the Beatles. Trump is a lot like Mean Mr. Mustard. You never know what is going to come out of his mouth, but you have to listen. I’m the same way, but I do know when to listen. Beating the stock averages is not a difficult task. I’ve followed Buffett for years. I do not partake of all of his purchases and suggestions. I’m a little surprised he didn’t buy Boeing yet, but there’s time. Come on, Warren, like me, you have one more in you.