A Havenstein Moment.

A Havenstein Moment.

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A Havenstein Moment.
A Havenstein Moment.
Wake up in the morning, where's my little China gold?

Wake up in the morning, where's my little China gold?

Rudy Havenstein's avatar
Rudy Havenstein
Oct 31, 2023
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A Havenstein Moment.
A Havenstein Moment.
Wake up in the morning, where's my little China gold?
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"Gold is the reciprocal of the world's faith in the world's central banks"

Jim Grant

Hmmm…

Ron Paul and Citadel Intern Ben Bernanke in 2011

Gold is a handgun you keep in a drawer and hope you never need.

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The people who massively benefited from ZIRP and QE really miss ZIRP and QE. They don't care about the cost of living because they're rich and levered-long.

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Ben Bernanke earned his millions in 2020…

Lisa: "Is there a Long Term Capital Management?"

Damian: "I don't like to think Citadel - I'm kidding! I'm joking! I never said that!"

Damian, Later: "I have to apologize to Ken Griffin because Citadel is a wonderful company..."

This is a great story about the incestuous circular demand for Nvidia that is “at least partially” coming from…Nvidia:

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