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마이클 베리의 금 매수가 금 강세와 은 상승을 예고한다고 주장. 베리는 1분기 금 ETF(Sprott)를 760만달러 매입하고 아마존·알파벳을 매도했으며 중국주를 늘렸다. 화자는 다음 분기에도 금 비중을 늘릴 것이라 예측하고, 금이 S&P500을 앞질렀다고 강조. 금·은·비트코인이 향후 12개월간 주식시장을 능가할 것이라 본다고 밝힘(투자 조언 아님). 자사주 분할과 개인 투기 심리 등을 근거로 든다. 의회 의원 내부거래 규제 필요성도 언급.
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the Michael bu gold effect it's probably going to go down in history about like that and it's not because Michael bu was the first to understand what's going on in the economy and understand the importance and the role that gold plays during a straight up unbelievable Smackdown in the perception of 99% of investors out there he wasn't the first probably to move obviously to move to Gold officially but he understands something that most investors do not and that is it's one thing to move in a into a recession and to make big gains it's another thing to go through an allout collapse of an economic system that system being dollar US dollar hemony Hemy whatever you however you pronounce it and the shift of power economically from the Western World to the bricks Nation and in that understanding of the difference between recession and crashes he understands that it's not who makes the most it's whoever can hold on to the most value during a downturn in that cycle and then take whatever's left in that value that he or she held on to and make massive gains while other people are crying and wailing in the streets and can't make any moves moves because they can't have access to credit people like Michael bur are going to go and absolutely crush it the story I want to read you is perfect the first line it's out of moneywise.com and it's entitled big short investor Michael bur just made a multi-million dollar bet on gold and dumped Tech Giants alphabet and Amazon three ways to add the yellow metal now but here's what's great about this story Michael Bur move uh Michael bur's moves tend to make headlines now this is not only going to be great for the gold community and the understanding of the importance of owning physical gold somewhere whether you have in your possession or like me I have to Vault it but I will tell you this it's going to also take silver and set it on fire why because when people like Michael bur move into gold and they sell what everybody else is all excited about alphabet stock and Amazon stock and all this crap out there and I say crap because think about it this is what's amazing too you have Nvidia right now moving for a 10 for one stock split why it's a psychological thing that CEOs understand when it comes to managing stocks and your company share performance is that when you split it up by 10 times but the value is still there right the market capitalization it's all still the same right the day it splits however because you can't you can only people can only afford so much and what they want is rampant speculation in their stock and they want the most emotional type of stock investor that is and that is the retail investor so what do they do if they've got a stock let's say that's ,000 a share they know that most poor people trying to act like rich people that don't think like investors they think like speculators can't afford their stock but if they they split up the shares magnify them by 10x and now that share is immediately worth a $100 nothing's changed fundamentally that the emotional stock buyer will race in there and buy it up that exactly trust I know so many CEOs of publicly traded companies and we have really interesting talks that's a whole another level of manipulation that's manipul ating an investor mind honestly it comes down to they're not investors they're speculators and so as as everyone else is speculating over at the stock market and they think they're making money because this Dow Jones and the S&P are making all-time highs not understanding what happens during uh cycles of inflation in a country they don't understand that the stock market Also Rises because of an effect that's uh made by investors that race in because they're going I'm I'm losing money over over here so I've got to go get yield over there meaning the stock market or the bond market stuff like that but then also it creates its own uh uh issue like a thunderstorm that creates its own wind patterns because it's constantly trying to bring in new fresh air low to the ground sucking up up into the Thunder cell the energy its own weather it's the same thing when more and more people hear that the stock markets moving up they move in well Michael bur understands this concept very well as a matter of fact Michael if you're watching this I do want to get together with you we know someone in common that's reaching out to you so please let me know because I'd love to sit down with you and talk with you or if you want to go on the channel I'd love to interview you the hedge fund manager famously bet against the US housing market in 2008 in one big a move that was depicted in the hit movie The Big Short and now his Investments are making headlines again uh real quick hash gold if you own gold hashtags silver if you own silver let's see who owns more of what um because this is going to be great for both medals because investors are watching bur Exchange Commission bur's uh company Scion Asset Management has made quite a few adjustments to his portfolio in quarter one of 2024 among bur's uh notable moves were selling his stakes in Amazon and alphabet and increasing his Holdings of Chinese companies jd.com and Alibaba bur now think about that moving money into knowing what company Alibaba the companies that are tied tied to Asian Nations that are building they're succeeding they're joining uh each other's uh trade alliances there there's so much going on over there bur also made a substantial bet on Gold by purchasing 44,7 129 shares of Sprout's physical gold trust valued at 7.6 million at the end of q1 making it the fifth largest positions portfolio the fifth largest position his portfolio I want you to understand something I'm going to make a call right now let's see if I'm right or wrong I'll bet you next quarter bur adds to his gold position or it's not next quarter he's going to do it it would be that he's adding to his gold position right now that's my bet that's what I'm going to think that's what I believe uh type four if you agree with that that he's not just making one bet that he's going to continue buying and we're going to see that in the next quarter's results and that's what's amazing you have most of the nation thinking they invest ERS and they're going off of historical data they they get to look at best 3 months into the past and see what uh Michael bur did or Alon musk did because of their filings or well heaven forbid um Nancy Pelosi or congress you know they only have to pay a very small fine I want to say it's $80 if they do not disclose within a what is it I'm blanking out 21-day time frame of what they bought and sold based on what they vote vot they get to vote on the prosperity or the detriment the destruction of companies of IND indexes all kinds of stuff and they get to to actually trade based off of that information and here you see people like Martha Stewart going to jail interesting if you agree and believe that Congress half of Congress or most of Congress should be locked in prison and given term limits type 10 I I mean honestly that's that's really what we need and I just want to see what you think so it says unique feature of the physical uh the Sprout physical gold trust is that investors have the right to redeem their units for physical metals on a monthly basis provided they meet the minimum Redemption amount this requirement is quite substantial as a uh unit holder that you must have enough units to equate to one full-size London good delivery bar which is approximately 400 ounces so that really does squeeze out for physical delivery 99.9% of the population okay um now it says here Gold's been on an extremely remarkable surge at the beginning of this year the precious metal was trading at $2,062 per ounce today it was $2,357 an ounce reflecting a 14% increase to put this into perspective gold is outpaced the S&P 500 which gained 11.7% over the same period um but I guarantee you Dave Ramsey will keep touting his S&P it's because he makes money based off of it hey I make money selling courses and teaching people how uh economic Cycles real estate Cycles all that kind of stuff and how to be successful how to start businesses so I sell a product I don't push uh something that I don't teach people on and that's the sad thing the truth is gold is outperforming the S&P and I believe that in the next 12 months this is not Financial advice but I invest in gold silver and Bitcoin because I believe those three assets and I have other cryptocurrencies as well but um my point being is that uh I believe that those asset classes will well outperform the stock market even as the stock market keeps Rising due to inflation and really when it comes down to due to the fact that drone Pal doesn't have the coones to really rise inflation bring rates up high enough to actually quell inflation but that's just me type 11 if you understand this and you get it and if you do and again type 10 if you think that Congress should be locked up and throw the key thrown away with term limits so that the next set doesn't come in there that's why everyone was typing 10 quite frankly look I hope you got something out of this I thank you so much for watching you're all amazing and also some people were asking how they're where's the link to sign up for the newsletter so it's down below it's in the comment section if you want to sign up it's free but it uh we're bringing people off platform and bringing them onto zooms to talk about things that I don't want to talk about here and I hope you guys have a great day the economic ninja is out
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