Gyroscopic Investing

Holy moly. That's all I have to say.

I asked chatgpt how long it has taken to triple. “He” says 9 years 4 months. (Dec 2025) Is that right?

If so, that’s a 12+% CAGR. Not too shabby.

Ugly_Bird wrote: ↑Tue Mar 18, 2025 3:55 pm

sophie wrote: ↑Sun Mar 16, 2025 6:37 pm Sitting tight.

Just was thinking.
The Gold portion of my 4x25 HBPP is close to 30%.
In order to reach 35% bracket it should get to $3500.
Is it even realistic?

Getting close. This could be the second time I would rebalance from gold since I started 4x25 HBPP.

perfect_simulation wrote: ↑Mon Apr 21, 2025 6:08 pm

A friend sent me this. I'm more of a reader than a youtube watcher, but Judy Shelton is mentioned and she comes up here. Maybe someone's interested.

Mentions temporarily trading gold eagles for silver ones.



youtube's title and description

GLD & SLV Are Just Paper—The Real Metal Is Now in BlackRock & JP Morgan’s Vaults | Andy SChectman

The two most powerful financial giants on Earth—BlackRock and JP Morgan—now control more gold than 80% of the G20 countries. How did this happen? And what does it mean for your savings, your ETFs, and the global monetary system?

In this video, Andy Schectman breaks down the stunning shift in gold custody from sovereign vaults to private hands, exposing the rise of GLD and SLV as paper decoys while the real metal gets locked away in private vaults.

Is this just smart strategy—or the beginning of a global financial reset?
---------------------

Has anyone done business with Andy Schectman's Miles Franklin company? I'm looking at their storage options. The Minnesota BBB gives them an A- grade.

Got spooked by the gold revaluation talk, because I didn't hear about it till now. https://www.bullionvault.com/gold-news/ ... -031920251

Caved and opened 5% positions in PFIX and PHYS

I don't understand how the Treasury revaluing gold would have any effect on the world gold market price... unless they went to market with those bars to sell.

how far will it go? all because the dollar is losing value. It looks like this happened in 2011, but gold pulled back hard

Has this appeared / been discussed here?

https://www.sustainability-times.com/cl ... l-economy/

“Biggest Ever, Believe Me”: Trump Declares Discovery of World’s Largest Gold Mine a Multi-Billion Dollar Shock to Global Economy


In an unprecedented geological find, China has unveiled a colossal gold deposit that could reshape the global economy, ignite geopolitical tensions, and challenge existing environmental norms.

Interesting! My M-I-L is originally from that province (Hunan).

dualstow wrote: ↑Sun May 04, 2025 7:35 pmM-I-L is originally from that province (Hunan).

whats your family's take on CCP

edit1 https://en.wikipedia.org/wiki/Hasui_Kawase

Mixed. They grew up with Mao. M-I-L is coming around.
Doesn’t like the current leadershiip and somehow doesn’t see the resemblance.

"While China's government is officially communist, Pew Research Center found that most Chinese people express support for capitalism. Roughly 76% agree that people are better off in a free market economy."

That's. . .odd. Is this like how everyone knew Biden was demented but didnt care.

2019 eh https://www.wsj.com/articles/get-ready- ... 1552003346 Even if you believe in the novel virus, 2020 was a purge of those who questioned the "for the greater good" narrative

Gold falling sharply. I’d be inclined to buy more when it gets below 3000. Obviously more of a psychological threshold than a rebalancing band.

dualstow wrote: ↑Wed May 14, 2025 1:44 pm Gold falling sharply. I’d be inclined to buy more when it gets below 3000. Obviously more of a psychological threshold than a rebalancing band.

Aaand it’s almost 3400 now.

Not a pleasant reason for gold’s price to go up,
obviously,
but it’s Armageddon tonight

dualstow wrote: ↑Thu Jun 12, 2025 8:21 pm Not a pleasant reason for gold’s price to go up,
obviously,
but it’s Armageddon tonight

I have the Yankees game on. Don't know what this is referring to. I will go to X to see if anything is prominent.

dualstow wrote: ↑Thu Jun 12, 2025 8:21 pm Not a pleasant reason for gold’s price to go up,
obviously,
but it’s Armageddon tonight

So far I have found this:

"Historic unfoldings in the middle east coinciding with Aaron Judge pinch-hitting in a big spot makes for very interesting Twitter timeline scrolling"

dualstow wrote: ↑Thu Jun 12, 2025 8:21 pm Not a pleasant reason for gold’s price to go up,
obviously,
but it’s Armageddon tonight

Then this:

"Iranian General Staff Commander Major General Gholam Ali Rashid is confirmed to have been killed by Israel."

dualstow wrote: ↑Thu Jun 12, 2025 8:21 pm Not a pleasant reason for gold’s price to go up,
obviously,
but it’s Armageddon tonight

So must be this:

"The New York Times
@nytimes
Breaking News: Israel attacked Iran, Israel’s defense minister said, raising fears of an all-out war between the two powerful militaries."

Paul C. Jeffries
@PaulJeffries
Apparently as Israeli official said the timing was urgent because they were imminently advancing on trigger and other elements of the package. I saw some folks asking about that. I am not an expert but since people are asking, here is some explanation and speculation.

I assume the Israeli statement refers to the components (besides the firing set itself) needed to drive the core to criticality (or if not strictly needed, to make the outcome more reliable or the device light enough for a missile).

You’ve got to have HMX or RDX explosive lenses cast and machined to within a few-tens of micrometres to make the implosion that causes a fission cascade. Symmetry is crucial, so you need the lenses plus thirty-odd exploding-bridgewire detonators firing within 20 nanoseconds. For scale: that is the time it takes light to cross your living-room.

The principle is 1940s tech, but that was still hard and it was very heavy and probably unreliable. The new ways of doing this are not easy for a first-timer timer.

You’ll want some kind of neutron initiator. Early devices used polonium-210 and beryllium. But that sucks. In four months half your Po-210 is gone. And it’s really hard to get. It has to be freshly separated from reactor-bred Bi-209 and electro-plated onto foils in a hot-cell. Maybe that’s what they got their hands on, but my guess is (unlike North Korea?) they’re aiming for a more modern setup — probably a deuterium–tritium (D-T) gas-boosted pulsed neutron tube. However, tritium is a strategic isotope made in heavy-water reactors or by Li-6 irradiation, and it decays in about a decade, so it’s “use it or lose it”.

They’re going to want a neutron reflector and tamper. Natural or depleted U-238 works, but dense beryllium roughly halves amount of core material you need. But Be is very brittle, toxic, and has to be hot-pressed and diamond-turned under argon. A sudden shipment of Be billets or a new hot-press line would be a serious red flag to Israel.

Actually machining the core without killing yourself or ruining the metal is hard. Pu exists in six allotropes; you stabilise the δ-phase with a trace of Ga, cast it, and diamond-turn the 7 cm sphere to within two microns, again inside an argon glovebox.

High-accuracy five-axis CNC lathes in that class, plus flash-X-ray rigs for hydrodynamic test shots, are tightly export-controlled. Maybe Israel intercepted evidence of PBX-9501 lens castings, DT-tube ceramics, beryllium hemispheres, or crates of nanosecond EBW detonators, any one of which would shorten the timeline from “months” to “a week or two”. We’ll see whether Israel releases specifics to justify the strike or keeps it vague, perhaps with a U.S. confirmation.

I also don’t know whether the strike was symbolic or materially significant. Well, it took out a lot and people of course are key. But it maybe can’t take out key facilities. If they were importing some of the devices, I mentioned, and they had managed to transport them all the way into their secure locations than Israeli attack won’t necessarily have solved the problem.

The previous Israeli attack showed they can hit accurately with impunity (and they took out defences that maybe were soon going to be rebuilt?). But the key Iranian facilities are very deep underground and hardened against conventional attack.

I doubt Israel would pre-emptively use a nuclear-device penetrator in the current scenario, but they had a measured strike a while ago and now this, and perhaps they’re trying to make clear that the next escalation on the ladder is a nuclear attack on their hardened facilities.

I think Iran is going to really regret not having made more progress with Trump faster, and/or trying to get away with concurrent technical acquisitions as a pressure tactic or in the hope to do it in secret and store things away for later.

And I’m not sure the U.S. should gloat about that. Regime destabilization is a real possibility and that is not good for the West.

Brian Krassenstein

@krassenstein
·
10m
BREAKING: Iran confirms Israel has killed:

– IRGC Commander-in-Chief Hossein Salami
– Strategic Commander Gholam-Ali Rashid
– Nuclear scientist Dr. Tehranchi (linked to weapons testing)
– Ex-Atomic Energy chief Fereydoon Abbasi

Iran to declare war Israel.

I didn’t realize you were going quote me half a dozen times

Before you quote me again in this gold thread: I was referring to strikes on Iran’s nuclear facilities. The killing of military personnel is secondary. A massive retaliation from Iran is imminent.

For anything else non-gold related, I’ll see you in the Daily Check-in thread?
{ moved subsequent posts to Daily Check-in thread }