Have I mentioned R.I.S.K.??
The points made in this article offer undeniable evidence that risk is high. For example, for the sake of argument, what if the perceived impossible happens and the US dollar is not replaced as the oil trade currency? What if it is not replaced as the world's reserve currency? I know, everybody knows the dollar is cooked. But just for the sake of argument...
I am going to keep going by what has rewarded me all along. I am going to sell what everybody knows. This is not a popularity contest and man, when you question the herd you can get mighty unpopular for as long as the herd looks smart. Feels the same way it felt when the deflationists were insisting I was crazy targeting $78 crude.
The world keeps turning my friends. Any more blog un-subscriptions?
I realize the tone here is belligerent, obnoxious, unprofessional... even a bit emotional. This is something that happens when I see the herds lining up, having forgotten what just a year ago, supposedly changed their lives. On the blog I 'talk' like a person because I am one. In the newsletter, it is not about talk. It is about seriously and professionally getting this right.
Have a great weekend.
