Tictoc

Cycles are nature. They cannot be destroyed. The patterns are undeniable. They will be obeyed. In other words we will have our reckoning for this current debt cycle in spite of what the Fed and Trump and all the cheerleaders on CNBS say. 

Maybe we get another few months, maybe even a few years of boiling the frog into this cycle. This cycle is in play right now but many don’t feel it even though 56 million working age Americans aren’t working. Another 48 million work more than one job. Statistically we haven’t had a raise in 22 years. Health care costs are exploding. Food prices have doubled in the last 10 years, but Gradually…. We are able to maintain the narrative that we are in a recovery and “all is good”. Confidence is preeminent. Confidence is the lynch pin of any Ponzi. Confidence must be maintained by all of the people behind the curtain. Its everything.

Meanwhile preparations by the best and the brightest are being made for the coming “reset”….or…”reckoning”. Do they know how and when this transition will occur? Most do not and openly admit this. As long as confidence is maintained and the narrative of “all is good” is maintained then the printing can continue…..and IT WILL!

This is where it becomes ticklish in terms of timing. Someone once said the difference between a Salad and Garbage is timing. So one can say very accurately that being in gold and silver miners from 2012 till 2015 was GARBAGE. However if you had been in miners in late 2015 and held till today then you would be up 100%….at least. My portfolio is up over 300% in that time frame. Did I wish I had not taken the beating from 2012 to 2015? Of course…. but I still think the truly historic moves in miners are still to come as this gold  bull unwinds.

Now lets finish with Karma. More than likely, whether you agree or disagree with Trump’s assassination, there is a coming Jihad in the Middle East. I fear it will be ongoing for months maybe even years. I hope I am wrong but I have been briefed on this region for years and from a strategic point, you could not have chosen a more galvanizing target than Suleimani. Love him or hate him, it cannot be denied how many people in Yemen, Syria, Iraq, Lebanon, and Iran idolized him. Let’s hope and pray that a truly divine intervention prevents what just may be our Archduke Ferdinand moment. In a debt laden, collapsing World, War is always hiding in a dark corner just waiting to be summoned.