Monday, September 7, 2026

Holiday, markets closed.(US)

Well its Monday and the markets are closed at least in the US. Futures were open last night.

The US Dollar is weak in FX trading. I believe oil was up last night. I believe the war with Iran is on in ernest same in Russia. 

I believe the Presidents son and other administration men were in russia last night, now I believe they are in Ukraine. 

I believe both wars are not going to end. Russia appears to be winning in Ukraine, although the price for winning is high.

Iran I believe is winning too, but thats bad for Europe and the Middle East. 

Good for North America. 

Im not sure but it could be why the US dollar is headed lower at least until a crisis happens. 

Gold I think will slowly go higher, not sure about silver but woulnt be surprised if it goes higher too, along with copper and other commodities. 

I bought WEAT last week. And Natural Gas.

Even if the dollar goes higher or lower I see real assets going higher at least until there's a crisis. 

Im starting to think the Fed and Treasury wants a weak dollar, although more and more people are seeing that.

Then there is China and the AI race.

Another reason to own commodities, Gold and software shares. Software maybe considered an inflation hedge by many market participants. 

We live in interesting times.

Thanks for reading. 

No comments:

Post a Comment