To The Moon

The first half of 2026 was positive overall with high volatility due to uncertainty of government policy and changes in policy by the republican goverment. yhis is expected to continue in the second half of 2026 with no further periods of stability. Expect high volatility and increases in price of $ETFS Physical Gold(GOLD.AU)$  

$Apple(AAPL)$  Fall in share price reflects reduction in forecast sales volumes due to reduced consumer demand for products. While this is occurring, the entire market is also increasing prices which results in no net change in demand. Apple's fall in share price is a mean reversion after strong growth in share price over recent history

$ETFS Physical Gold(GOLD.AU)$ is a buying opportunity 1. The decrease in price of gold is a buying opportunity with further price increases in the future 2. Higher interest rate expectations and higher inflation increase the price of gold. Falling oil prices would reduce inflation if this occurred 4. To add gold exposure $ETFS Physical Gold(GOLD.AU)$ is an investment fund which holds gold

1. $ETFS Physical Gold(GOLD.AU)$ is a long or buy 2. Gold is a buy today above 4500 3. Gold is the only safe haven for high inflation and interest rates 4. If I wanted gold exposure today I would buy $ETFS Physical Gold(GOLD.AU)$

1. $Space Exploration Technologies(SPCX)$ is forecast to open +10% 2. Long buy more $Space Exploration Technologies(SPCX)$ 3. One year from now $Space Exploration Technologies(SPCX)$ will trade above ipo price of 135

The World Cup curse states that investments in a city for the World Cup result in economic losses to the host country. This statement is true in that the government's investment in one time use infratructure is not profitable. However for the broader economy Including sponsors there is an economic return on advertising revenue through higher sales 

1. World Cup increases economic activities due to government investment 2. World Cup investment increases economic activities in infrastructure and crowds out other activities 3.my biggest winner is investment in the USA World Cup

1. Yes $NVIDIA(NVDA)$ is a bubble investment 2. The market correction is due to adverse economic conditions and a recession in the USA 3. I own both $SK Hynix, Inc.(HXSCL)$ and $SAMSUNG SEMICON(03132)$ 4. The increase in fixed interest yields and decline in consumer confidence is a sign of recession

$Micron Technology(MU)$   is forecast to appreciate in value further after verification of new hbm memory standard and signing of deals with $NVIDIA(NVDA)$   for memory supply agreements. Long $Micron Technology(MU)$  

1. Bitcoins new low is just a short term market dip with new highs for bitcoin forecast 2. Further interest rate increases are likely as the economy slows further 3. Iran war continues and oil prices continue to remain high and have priced in further disruption