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Yep. I have friends who listened to "gold gurus" since 2012 and its cost them a secure retirement while fools like I gained another 300-400 percent. They hope to be right soon, as there was a recently an exclusive "international double down warning from former NSA whistleblower" or some pink sheets "undiscovered gem that can help you survive the coming global crash"... which they shared with me ( because friends you know)

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Tell me about it. I have people like that working in the office with me advising professional investors...

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I listened to AU gurus in 2007 at 680$/Oz.

It's always a matter of participation.

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I started buying gold around the same time. But arguably, the long-term return per annum is by now really miserable.

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True ... especially from Jan 1934 ... in USD ... but wait in German Reichsmark? ... I haven't checked-out all your recent posts, however the effect of modern wealth illusion always comes to my mind when discussing assets & relicts.

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Ok. Can you also write a little on the forecasts with the really, really, really long term consequences from a duration pov?

I.e. risk taking under immortality:

Humans will achieve immortality in eight YEARS, says former Google engineer

https://www.dailymail.co.uk/sciencetech/article-11911975/Humans-achieve-immortality-eight-YEARS-says-former-Google-engineer.html

I mean, what do immortals consider volatility?

(I stumbled on the Google gentleman via a George Friedman post comment: https://www.linkedin.com/posts/georgefriedmangpf_earlier-today-our-subscribers-received-an-activity-7077000894340366336-Bvm6/?utm_source=share&utm_medium=member_android)

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Ok, that's a challenge that I think I will accept. But I have to think a little about that...

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Don't worry, be happy. Today is the exact day Greta Thunberg predicted 5 years ago that the world would end. Instead, 8 years from now we reach immortal status.

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Thank you Joachim. In your short piece you have restored a sense of balance to my thoughts.

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Excellent piece. Looking forward to upcoming Wednesdays.

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I think you are mostly right. But try making this argument for German, Russian or Japanese stock markets, and the picture looks a lot more bleak over the past 150 or so years.

The Nikkei 225 is still below 1989 levels for example. Not to speak what happened during and after World war 2.

A very US centric post, which should be mentioned as a caveat IMO.

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and that is why we should diversify (i don't because as an immigrant who came to the U.S. and worked with a lot of other folks who look up to the U.S., I believe in the U.S. to continue to outpace other countries in my lifetime at least).

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A most welcome dose of optimism and reality thanks.

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