Bill Cara

Kaimu Blog

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kaimu

Aloha!
WHAT DO THE CHINESE KNOW THAT AMERICANS DON’T?
IMPORTS FROM HONG KONG UP 40%

After Evergrande’s huge failure real estate is off the list of Chinese investing. How long before real estate is off the list for Americans and Canadians? Add in all the CCP created crisis and warmongering what then is left to buy that won’t go to hell in a political handbasket? Should Americans be as concerned about their own CCP white house? At $35tril and rising faster than ever? Do I need to ask?

After watching the CCP close down the internet and electricity during their covid crisis many Chinese are looking at BTC as a government controlled asset like real estate was. No real estate and no BTC. What’s left for the average Chinese citizen then?

What asset has been around for 5,000 years?

CHINA BUYS GOLD BIGLY

The China Gold Association (CGA) announced on Friday that the country’s gold consumption was 5.94% higher in the first quarter of 2024 than during the same period in 2023, which they attributed to surging demand among the citizenry for safe haven assets.

Chinese buyers bought 308.91 metric tons of the precious metal in the first three months of the year. The CGA said gold bars and coins represented 34% of the total, as they saw an increase of 26.77% percent to 106.32 tons in Q1.

But while sky-high gold prices made the yellow metal more attractive to Chinese investors, they also made it too expensive for many regular shoppers. Purchases of gold jewelry fell 3% during the quarter to 183.92 tons, or 59.5% of total consumption. The CGA said rising gold prices increased operational risks for precious metal processing and sales companies.

China’s domestic gold production also rose 1.16% to 85.96 tons in Q1, while gold production from imported raw materials rose 78% to 53.23 tons, bringing total gold production in the country to 139.18 tons, 21.16% higher than the first quarter of last year.

Last edited 14 hours ago by kaimu
kaimu

Buying gold instead of US bonds and tech in 1999 paid off at a rate of 9.4%cagr.

kaimu

Aloha!
APPLE BUSTED AGAIN FOR USING SLAVE LABOR CONFLICT MINERALS
IPERIONX(IPX:ASX NASDAQ) CAN BE THE SOLUTION

Apple CEO Tim Cook acts surprised after decades of knowingly using cheap slave labor and mining for its products sourced in all Third World countries. Apple could use the mining and processing in the Americas instead, but insists doing business with communist oppressive countries in the name of CEO bonuses. The ESG and DEI hypocrisy pushed by the WEF and DNC in the name of green and climate change is off the charts.

In short as I have reported here before many times NOTHING IS VERIFIED! Third tier fourth tier it does not matter. The, “Apple does not buy directly …” does not exempt Apple either. Point of fact is APPLE BUYS and Apple buys the cheapest! Would Tim Cook work 100 hours a week for $7 a month pay? That’s what Apple pays iPhone engineers in India. It was so bad the India workers revolted and rioted and burned down the Apple Wistron factory. Who here would work for $7 a month?

My question is … what is the difference between Apple and the East India company of 1600? Not much!

Tech and apparel are the number 1 and number 2 slavery violators.
Go see for yourself at Walk Free. https://www.walkfree.org/global-slavery-index/

In September 2023, Congo President Felix Tshisekedi met with international law firm Amsterdam & Partners LLP to investigate the supply chain of tin, tungsten and tantalum – known as 3T minerals – due to concerns about illegal exports, the law firm said.

It said it had notified Apple CEO Tim Cook on Monday of a series of questions based on fears about its supply chain and also wrote to Apple subsidiaries in France, demanding answers within three weeks.

“Although Apple has affirmed that it verifies the origins of minerals it uses to manufacture its products, those claims do not appear to be based on concrete, verifiable evidence,” Amsterdam said in a statement on Thursday.

“The world’s eyes are wide shut: Rwanda’s production of key 3T minerals is near zero, and yet big tech companies say their minerals are sourced in Rwanda,” it said.

Apple did not immediately reply to an emailed request for comment. The company, which does not directly purchase, procure or source primary minerals, has been openly auditing its suppliers for several years and publishing its findings.

Connect the dots! Who are the #1 DNC donors and top WEF members? Tech is.
For 2020 and 2022 one of the top DNC donors was Bankman at FTX. Where was the DNC refund of FTX funds with interest?

WEF=DNC

Last edited 1 day ago by kaimu
kaimu

Aloha!
NOBODY CARES ABOUT CLIMATE REFLECTS ON SOLAR AND WIND
NO ROCKET SCIENCE REQUIRED

Go on a road trip anywhere in the USA and eventually you will run across a solar farm and wind turbines. They exist due to government incentives coming from government decree based on Davos science..

The misallocation and malinvestment of funds and resources by the current Congress and BidenWH is working to destroy the future of the US law abiding citizens who are part of the US Middle Class and the Working Poor. Its no secret life is far worse now than four years ago. The world is now at war on multiple fronts and that alone is highly inflationary. None of these war fronts now existed four years ago. We had inflation below 2% and gasoline prices on average below $2.50. Russia and Iran suffered from 2017 to 2020 because oil prices were low. Russia and Iran could not afford warfare then.

I site the Solar and Wind Index here a number of times and compare them with the EU Carbon Permit index. It used to be that the EU Carbon Index was up while Solar and Wind were lower or negative because those regulated against using green regs would rather buy carbon offsets and permits than buy solar and wind devices. Now all of the “green” indexes are negative. Nobody who votes cares about climate change. Only politicians who rule by market decree bought and paid by WEF member green billionaires care about the solar and wind devices but now that’s on the down trend. See graph below.

SOLAR INDEX
The Solar Energy Index tracks the performance of publicly traded companies in the solar energy sector as well as those businesses that do not produce energy but make most of their revenues by providing goods and services to the solar energy industry.

INDEXES THAT MAKE A DIFFERENCE YOY
CRB +15%
NUCLEAR +51%
SOLAR -44%
WIND -15%
EU CARBON -27%

INFLATIONARY INPUTS
CONTAINER FREIGHT +71%
WTI CRUDE +12%

The BidenWH wants to say inflation is now under control during an election year yet the CRB and your eyes and wallets say the opposite. The US Fed funds rate did not go up in 2021 because inflation was tame under the US Fed 2% limit like it was under the Trump years. Inflation is not temporary like we were told by the US Fed and the BidenWH and Pelosi said back in 2021. Inflation is rising due to DNC energy policies and their non-stop multi decade tax, spend and debt rules. Green energy is causing electric bills and all other related cost inputs to rise. Don’t get caught living off Social Security and Medicare because you will not survive. You could survive if the US government paid your 2024 social security benefits in 1970 and 1980 dollars, the same dollars they were deducted from your pay check. That’s the fraud. Its a fraud that is multi-generational. Its a fraud that is not sustainable and your votes do not matter.

Defend your money and buy money insurance. You insure your home and car why not your money? At the very least your strategy should beat the CRB. Don’t wait for the US government and the DNC and RNC or the US FED or the WEF to rescue your monetary future unless you like eating cat food. More government has never been the solution.

YOY
CRB +15%
GOLD +16.3%
SILVER +9%

BTC +125%
SOLANA +590%

G:TSX +77%
WA1:ASX +920%

Seek your own risk advice and investment counsel.

KBILL953
KBILL832
KBILL833
kaimu

Aloha!
WHO KNEW THE DNC WANTED TRUMP KILLED
STOCKS PLUNGED 3% FOR JFK

Instead of reading it here now you can see it on tv! Whatever it takes to protect the DNC version of “democracy”!

Retired Harvard Law professor Alan Dershowitz suggested that Democrat officials want former President Donald Trump to get killed by taking away his Secret Service protection.

Rep. Bennie Thompson (D-Miss.) introduced legislation last week that would remove Secret Service protection for people who are convicted of felony or state crimes. The lawmaker mentioned that a “former president” could be an individual whose protection would be terminated if he’s found guilty in four cases.

But Mr. Dershowitz, a former constitutional law professor and criminal defense lawyer, asserted in an interview with Newsmax over the weekend that Mr. Thompson’s legislation is “ridiculous” and “means they want him killed because he’s obviously a target.”

We live in an age where everybody is in danger. Look, Bobby Kennedy ought to be getting Secret Service protection, but certainly Donald Trump needs to get Secret Service protection. He’s not going to jail, but if he goes to jail obviously the law requires Secret Service protection,” Mr. Dershowitz said, referring to independent candidate Robert F. Kennedy Jr.

It comes as President Trump faces a criminal trial in which prosecutors allege that he falsified business records during the 2016 campaign to cover up negative news stories. The trial is scheduled to last around six to eight weeks in total, while opening arguments started Monday.

Judge Juan Merchan, who is overseeing the case, “is going to bluff, fine and threat, but he’s not going to throw Donald Trump in jail,” Mr. Dershowitz said. “That would be a guaranteed victory … I don’t think it’s going to happen.”

DNC=WEF

Look at JFK …

When news of the assassination spread on television and radio and shock and grief took hold, stock prices took a sharp dive. On the day JFK was shot and killed in Dallas by Lee Harvey Oswald, the benchmark Standard & Poor’s 500 plunged 2.8%. A shocked Wall Street shut down the New York Stock Exchange at 2:07 p.m. EST. Friday marks the 50th anniversary of Kennedy’s death.

“It was a shock to the market,” says Sam Stovall, chief equity strategist at S&P Capital IQ. “There was chaos and total uncertainty, from a political perspective.”

Last edited 2 days ago by kaimu
kaimu

Aloha!
CAN WE FILE CLASS ACTION LAWSUITS NOW?

The list is long. Starting with Fauci, Bill Gates and the CCP and the WHO and CDC as well as Pelosi who called the Trump ban on travel from China “racist”. What other billionaires and CCP officials broke the law and went around rules and regs to continue the Wuhan experiment? See the last part below that mentions the “vaccine made spike”. Uh oh! Its those damn vaccine deniers fault again. Lock us all up for refusing to believe in the BidenWH science and their Big Pharma donors. We must be the same ones who deny “climate change” science too! I think we’re also the same ones who do not believe a Davos based billionaire cartel should control our government policies. Who are the true criminals?

Read on and see …

CANCER AND COVID
Spike protein from SARS-CoV-2, the virus that causes COVID-19, potentially promotes cancer by interfering with anti-cancer activities, according to a recent preprint cell study from Brown University.

The preprint authors, led by Dr. Wafik El-Deiry, director of the Cancer Center at Brown University, exposed cancer cells to spike protein subunits. They found that the spike subunits may promote cancer survival and growth by blocking a cancer suppressor gene known as p53.

The gene—the most commonly affected by cancer—stops cancer cell growth and encourages DNA repair.

“Interfering with p53 can promote cancer development as well as aid cancer growth,” Dr. El-Deiry told The Epoch Times.

When exposed to chemotherapy, cancer cells containing spike protein subunits had a better chance of survival.

“We saw enhanced cancer cell viability in the presence of SARS-CoV-2 spike S2 subunit after treatment with several chemotherapy agents,” said Dr. El-Deiry.

Here comes the bad part for Pfizer and MRNA and Gates and the WEF and the Biden jab mandate. Who could have seen that coming?

CANCER AND THE JAB
“Our goal was to study spike protein regardless of its origin,” Dr. El-Deiry told The Epoch Times. “We focused on spike that may come from infection or any other way it can be expressed in human cells … this would also apply to vaccine-made spike.”

SOURCE
Epoch Times
COVID Spike Proteins Help Cancer Cells Survive, Resist Chemotherapy: Brown University Preprint Paper

kaimu

Aloha!
WEF APPROVES OF BISHOP EMMANUEL MURDER ATTEMPT IN AUSTRALIA
WHO IS THE WEF APPROVED HEAD OF AUSTRALIAN INTERNET POLICE?

The WEF is clearly an Orwellian cartel. Its members are heavily involved in the destruction of the Western middle class, small business, free speech, the manipulation of capital markets and capital flows as well as taxpayer funds. This is about as fraudulent as it gets.

BANKS ARE PROTECTED CHRISTIANS ARE NOT
Yet we saw what the Obama regime did about these gross illegalities in 2009 during the bank crisis. The US banks were declared TOO BIG TO FAIL and TOO BIG TO PROSECUTE by Obama and Eric Holder the US Attorney General and then US Treasury Sec Tim Geitner, but look how this economic atrocity was covered up. All members of the WEF and the US Fed member banks. See any conflicts of interest yet?

.Geithner, Paulson, and Bernanke later argued that Lehman’s financial situation was too dire for the government to have legally rescued it. A team from Goldman Sachs and Credit Suisse had estimated prior to Lehman’s bankruptcy filing that Lehman’s liabilities exceeded its assets by tens of billions of dollars (i.e., a negative net worth).

Lol … but $700bil later when the entire banking system was collapsing suddenly a few billion is chump change for Lehman Bros! Obama approved the “rescue” after Paulson threatened the US Congress behind closed doors. Where is that transcript? We have no government by and for the People instead we have a government by and for the WEF elite members. Europe starts world wars. That is what they do. They’re good at it as history will confirm. Now look!

We have learned the government always censors behavior the WEF does not approve of. The WEF protects mass illegal border crossings from the EU to the USA. The WEF has an agenda to become the main benefactor of Western assets and wealth.

ITS ROME AGAIN AND CEASAR SAYS KILL THE CHRISTIANS
If an Orthodox Christian bishop is attacked in public on video by a practitioner of Islam it must be censored by main stream media. In Australia the attack was on video on the internet on X. If X was still Twitter the video would not be on display. The WEF approved of the Australian eSafety Commissioner attempt to censor the incident.

The Australian PM is firmly in the WEF influence.

Australia is livid that Elon Musk will not remove the video. “We know, I think overwhelmingly, Australians want misinformation and disinformation to stop. This isn’t about freedom of expression,” said Prime Minister Anthony Albanese.

“This is about the dangerous implications that can occur when things that are simply not true, that everyone knows is not true, are replicated and weaponized in order to cause division and in this case to promote negative statements and potentially to just inflame what was a very difficult situation.”

What disinformation? It is a real video of an attack that occurred as a direct result of hatred against Christians.

“I’d like to take a moment to thank the PM for informing the public that this platform is the only truthful one,” Musk responded, adding, it is “absurd for any one country to attempt to censor the entire world.”

The World Economic Forum has praised Australia for their extreme censorship efforts, deeming the eSafety Commissioner Grant “the world’s most influential leaders revolutionizing government.”

WEF=DNC

KBILL952
kaimu

Aloha!
WA1 RESOURCES (WA1:ASX) UP ANOTHER 6.6% CLOSES AT ALL TIME HIGH AGAIN
$18.12 $1.1BIL MARKET CAP 1 YEAR GAIN 935%

Seems like almost every week is an all time high!

Top performer on ASX and only available on the ASX. The main reason KAIMU trades the ASX is because of the rich resources in the State of Western Australia. That one state is like Canada and Nevada combined. I used to live in Perth. I have ties to mining and the Perth Mint.

KBILL951
Last edited 3 days ago by kaimu
kaimu

Aloha!
BUYING THE DIPS

GOLD DOWN
SILVER DOWN

Buying gold and silver and the associated producers and explorers.

Money insurance and energy are the two biggest sectors to own at KAIMU! Putting debt money to work!

Do your own trade and investing management.

KBILL950
kaimu

Aloha!
WHEN YOU ABANDON SCIENCE AND FREE MARKETS FOR POLITICAL DECREE

To decree emergencies and create a global crisis is expensive and time consuming.

First you have to buy off most of the media … CHECK!

Then the education system … CHECK!

Then own most of the free market using pension funds and implementing ESG … CHECK!

Then destroy cheap energy by using a false crisis of climate … CHECK!

Then own as many political parties as possible to build back better … CHECK!

Then own the printing presses and central banks … CHECK!

After that the dismantling of forward societal progress begins the elite vision of total oligarch marxist government dependence. Only the very wealthy billionaire class could afford to own the media and the science and direct market forces. In the James Bond movies from the 70s that group was called SPECTRE. Now its just known as the WEF.

Western debt is overwhelming the system … CHECK!

All major world wars in the modern era have been funded and started in Europe.

OWN GOLD AND DEFUND DAVOS!

KBILL948
Last edited 3 days ago by kaimu
kaimu

Aloha!
MISALLOCATION AT ITS FINEST

Nobody wastes limited resources and capital more than those who push climate change and ESG and DEI. We now have the biggest fraud and transfer of wealth and power since covid19 vaccine mandates.

KBILL949
kaimu

Aloha!
NIOBIUM WINS Nb WA1(ASX) +3.5% RECORD HIGH $17.68A
UP 910% IN 1Y

Up and up! I would not have guessed that a small cap NIOBIUM deposit in lonely Western Australia would make the SUPER HYPE BTC look like a loser in 2024. BTC is only up 140%.

In 2022 KAIMU RISK PORTFOLIO bought into WA1 for $0.57A. Its been non-stop UP ever since.

The assays are never ending from their two super hits P2 and LUNI. The assay labs in Perth can’t keep up. The key is high grades at super shallow depths with very economic metallurgy surpassing the top global niobium mines in Brazil. Double the grades!

Last edited 5 days ago by kaimu
kaimu

Aloha!
YET ANOTHER $95BIL FOR BIDENWH DNC GLOBAL WARFARE
WHY ARE WE FIGHTING RUSSIA AND CHINA AND IRAN NOW?

The implications for this misallocation of $95bil are less funds for US citizens and US infrastructure and more US Debt burden to repay. That translates to more economic misery for those who have children and those who are now GenZ.

Nothing about WAR is good. Millions are dying and even more millions are refugees and even more trillions in property damage and destruction. Someone show me where a US citizen or a Ukraine citizen or a Russian citizen or a Chinese citizen benefits from war. Please? Anyone?

You can tell its global warfare because the bill the House passed is for “war money” for UKRAINE and ISRAEL and TAIWAN, three of the BidenWH DNC war zones that (D)s voted overwhelmingly for when they voted for “change” in 2020. The House and Senate in the years 2017 to 2020 never had to send taxpayer funds, which is “debt” your kids will have to pay, to Ukraine or Israel or Taiwan for upcoming or current warfare in progress. Why is that? Why is one President currently causing so much death, destruction and misery worldwide and the other created Peace even in the Middle East. What did the US voters get wrong? I say “wrong” because I am sure no US voters voted for global warfare. Why did anyone vote for Biden and the DNC? Or did they vote “not Trump”? If so why? I can say my companies and my life was better in the years 2017 to 2020. US Fed rates were manageable and still low at 2% which meant inflation was lower below 2%. Housing and food was much less costly back then and in my area gasoline was $1.75 a gallon. Now its $3.25. Now the rich are getting much richer and the working poor are getting much more poor faster. Was it all the pandemic? More people are dying now after the pandemic. More keep dying from vaccine side effects and the excess deaths. US Small Business was better off with the pandemic than the DNC BidenWH now. How does that make sense?

More deaths and more US Middle Class destruction are goals of the WEF plan for their climate change Net Zero goals. I have no interest in helping the WEF make life for the law abiding taxpaying US citizen harder. I have no interest in promoting the WEF goals of ESG and DEI nor their goals to empower “stakeholders” over “shareholders”!

WEF=DNC

KBILL937
Last edited 5 days ago by kaimu
kaimu

Aloha!
WHAT WOULD FLAGLER AND ROCKEFELLER DO TODAY?
INNOVATORS AND THE WEF OF THE 19TH CENTURY

When you come to Palm Beach the name Flagler is everywhere. Like a bus full of elementary school kids we went to the Flagler Museum yesterday to tour his “castle” at White Hall. Both Flagler and Rockefeller founded Standard Oil, but unless you are in Palm Beach chances are you never heard the name Flagler.

For some reason billionaires, past and present, feel it is their duty to make sure the rest of us feel their pain. Is it too much money and boredom or just plain old ego and legacy? Probably all of the above.

What Mr Flagler thought was noble was to lift the living conditions of the average man. That’s actually in the audio portion of the museum tour. He wanted to create a US Middle Class. Now the modern billionaires want to destroy it if you go by their actions. To preserve the Planet they figure we must destroy the Planet by exporting pain and misery to Asia to create the green products that will erroneously “save” us under anti-market political dictate. Everything is polluted in China and people work like 100 hour week slaves for the Mag 7 tech titans now. Exporting the labor of production to Asia causes the Western economies and their middle classes to collapse. What would Flagler have done different? What Cook, CEO of Apple, has in common with Flagler is they both sought cheap labor. By inflationary standards of the USD Cook pays less wages than Flagler and has millions more actual slaves without any sort of union benefits or healthcare obligations. Certainly like Flagler Cook has no EPA restrictions either in China. The Apple CEO though has no regard for the US Middle Class or he would have innovated production in the same country where his product is consumed. Globalism is not new.

You can sum up all these billionaires and the dictators of the past and present from Caesar to Biden and Flagler to Cook …

ITS THE HUMAN CONDITION STUPID!

This is why America’s Founding Fathers were so unique because they wanted to lessen the power of these billionaires and dictators on We The People with less government not more.

Building on the past works. Tearing down the past does not work!

Flagler did great things. Build on that great past don’t tear it down.

P1000832
P1000847
Last edited 7 days ago by kaimu
kaimu

Aloha!
DRONESHIELD(DRO:ASX) FIRST EVER NATO DRONE CONTRACT
BREAKS $1.00A RESISTANCE UP 17%

Thanks Iran! As a military force against Israel you suck but you scared NATO just enough to jump start drone defense much more seriously!

NATO Framework Agreement Signed
• DroneShield awarded first procurement framework agreement for C-UAS in NATO history.
• 3 year procurement framework agreement with extension options.
The procurement framework agreement comes as drones continue to headline in armed conflicts globally.

DroneShield Ltd (ASX:DRO) (DroneShield or the Company) is pleased to announce that the NATO Support and Procurement Agency (NSPA) has approved the first Counter-small UAS (CUAS) procurement framework agreement in NATO history. The NSPA procurement framework agreement has been awarded via COBBS BELUX BV, DroneShield’s in-country Belgium and Luxembourg partner. The initial agreement is for 3 years, with extension options. The NSPA procurement framework agreement is considered significant, in that the total order of magnitude of sales under the NSPA framework over the initial 3 years is expected to be significant. Also, as a result of being on the NSPA framework, additional end-users are likely to place orders with DroneShield. European NATO awards are expected to initially account for the bulk of the contracts.

The exact order amounts cannot be estimated at this time, and DroneShield will provide further updates to the market as appropriate. NSPA is NATO’s lead organisation for multinational acquisition, support, and sustainment in all domains. The organisation’s objective is to obtain the best service or equipment for the customer, at the best value for money, by consolidating requirements from multiple nations in an efficient way through its turnkey multinational acquisition framework – Support Partnerships, which brings together member countries to aggregate their demand and allocate production capacity according to their priorities. The NSPA procurement framework agreement is awarded as drones continue to prominently headline in armed conflicts globally, including most recently the Iranian attack on Israel, and also ongoing across Ukraine, and other locations.

Last edited 10 days ago by kaimu
kaimu

Aloha!
IPERIONX(IPX:ASX) SCORES A MAJOR DEFENSE PARTS CONTRACT

It would represent 40% of all initial production supposedly. A road map to the big boys in defense!

IPERIONX PARTNERS WITH UNITED STARS FOR U.S. SOURCED TITANIUM MANUFACTURING

IperionX Limited (NASDAQ: IPX, ASX: IPX) has signed a framework agreement with United Stars Holdings, Inc. (United Stars) with terms that will underpin a definitive commercial supply agreement for IperionX’s titanium products. United Stars expects to purchase up to 80 metric tons annually of IperionX’s high-performance, low cost and sustainable titanium products over a 10-year supply term.

United Stars is a Wisconsin based, multi-generational, family-owned and operated company owned by Roger West, a successful entrepreneur and philanthropist whose father, Clarence West, founded the Company in 1936. United Stars’ companies are leading American suppliers of industrial components including, stainless steel tubing, precision gears, shafts, and complex assemblies, as well as tooling and components for defense, aerospace and commercial applications. Additionally, United Stars has exposure to fine finish precision grinding and the manufacturing of very large gears through Line craft Inc. and Triple A Inc.

United Stars has over 80 years of manufacturing history and serves leading OEMs and Tier 1 suppliers across the aerospace, automotive, defense, oil & gas, construction, mining, locomotive pharmaceutical and agriculture sectors. Major customers include Boeing, BAE Systems, Lockheed Martin, General Electric, Lucid Motors, General Motors, Toyota, Caterpillar, BorgWarner, Oshkosh and John Deere. An expanded list of United Stars customers can be found in the “About United Stars” section at the end of this announcement.  

Last edited 10 days ago by kaimu
kaimu

Aloha!
PALM BEACH FLORIDA IS MEGA MANSION AND SUPER YACHT CENTRAL
HOW MANY BILLIONAIRES LEFT NYC

MUNI BONDS ANYONE?

Tax base is everything to the economy of any city large or small. In essence billionaires have the freedom to move when they want. The idea being MOVE WHERE YOU ARE TREATED WELL figures into the equation. Florida is one of those US states like Texas and Nevada where taxpayers are generally treated well. States like California and New York and Illinois are disaster zones.

Blue cities like Chicago have been groveling in junk bond territory for years now. See COFA chart below! There should be an auto downgrade for all “sanctuary cities and states”. Can Chicago really afford the DNC and the long term destructive policies of tax and spend and debt?

The recent departure of Citigroup Inc., a perennial top-10 underwriter of municipal debt, from that industry may eventually pose a challenge in the next muni downturn, said officials at two of the largest market participants.

“We haven’t had an event that really presses on liquidity in the market in quite some time,” Sean Carney, head of municipal strategy at BlackRock Inc., said at a public finance conference hosted by the Bond Buyer in Austin on Tuesday. He added that the hiring of many former Citigroup muni bankers and traders by other firms is a help to the industry.

I guess the rich know where to live. Flagler is a very popular name here. The house we are staying at is on Flagler Ave. You see old money here and nuvo money too! I see old money names like Moody and Worth. Out of the 2,095 billionaires on Forbes List 43 live or work in Palm Beach, Florida. It seems every house is a mansion. Tops on the list is Trump and we did drive by Mara Lago and of course so did many others and it was like a fortress with guards at every gate. If the judge in NYC will let me buy that for $18mil then sign me up!

Sort through the BTC halving hype and the DJT stock crash and maybe you can find what really matters for the future of the US government and US states and cities and that is DEBT RATINGS! The DNC policies in Washington DC and Chicago and NYC and LA are truly in need of criminal trials.

From our house here on Flagler Ave we have this view!

P1000818
P1000820
KBILL946
Last edited 10 days ago by kaimu
kaimu

Aloha!
HALVING THE FUTURE

What April 20 is it? The hype is on!

The gatekeepers want the minnows to stay in and buy! Then who is selling now?

The halving reduces new supply of Bitcoin and is expected around April 20. Historically, it’s proved a tailwind for prices, though there are doubts about whether a repeat is likely given Bitcoin already hit a record high in mid-March.

“As we approach this date there may be some selling coming up” due to buy-the-rumor, sell-the-news trading, Crypto.com Chief Executive Officer Kris Marszalek said in a Bloomberg Television interview on Tuesday.

Over a longer period, the halving will make a “substantial difference” and is a “positive development for the market,” he said.

“I expect pretty decent action within the six months following the Bitcoin halving,” Marszalek said.

Not buying this BTC story. Buying the gold miners with permits and shovel ready projects in lower risk jurisdictions. Anglo Gold and Augusta Gold are in the making of a new Beatty district in Nevada.

BUYING GOLD AND SILVER!

Do your own due diligence as always.

Last edited 10 days ago by kaimu
kaimu

Aloha!
BTC TANKS 5% TONIGHT ON IRAN WAR NEWS
OR IS THE HALVING FAIL?

Needless to say the world is in more chaos than ever since 2021 and BTC, The Grand Tech Asset, is non-performing.

We will see where Gold goes once trading starts in Sydney and Hong Kong.

Meanwhile the Ayatollah Regime in Iran keeps doing what its been doing since the Carter Regime in the 1970s. Obama and Biden gave Iran the funds they needed to make the drones Iran used on Israel this weekend. If this were WW2 the DNC would be on Hitler’s side. Ever hear Klaus the leader of the WEF speak?

Iran on Sunday warned Israel and the United States that it would carry out a larger attack if either country retaliates against Tehran’s overnight missile and drone attack, saying that U.S. military bases could be in its crosshairs.

“Our response will be much larger than tonight’s military action if Israel retaliates against Iran,” armed forces chief of staff Major General Mohammad Bagheri told state-run media on Sunday, saying that Iran warned the United States that any support of an Israeli counterattack against Iran would lead to American bases being targeted. All U.S. assets and bases in the region could be targeted, he added.

Wow what a shock! Who could have possibly seen this WW3 coming a mile away? The Red Guard Iranian terrorists are in the US now. They were invited in through the open border Biden so graciously provided.

KDEATH
Last edited 12 days ago by kaimu
kaimu

Aloha!
NOBODY LIKES BIDEN NOT EVEN THE DEMOCRATS WHO VOTED FOR HIM
ALL OF THIS MAYHEM BLEEDS OVER INTO CAPITAL MARKETS

It all points to …
BUY GOLD MONEY INSURANCE!

The US Federal government under Biden has a 22% favorable rating in Dec 2023. According to a Pew Poll from Dec 2023. I would bet now that we are at war with Iran its even lower. We are at war on multiple fronts more than I have ever seen in my entire life.

Lets review all of the “war zones” since 2021. Some like Ukraine are all out war like WW2 was and others are near WW2 level and others are WW2 type wars in the making. Taiwan would be WW3!

UKRAINE-IRAN-GAZA-YEMEN-SYRIA-PHILIPPINES-TAIWAN-MEXICO-HAITI-CHICAGO-NYC

A long time ago when Obama was in power I commented here that you could have put a Chimpanzee in the WH fed it bananas and given it a dart board with one half YES and the other half NO and let the monkey throw darts to decide issues and it would have been a better “problem resolution” team than all of the Washington DC DNC!

(D)emocrats just do not solve problems at all. They stay in power and they all get rich.

That’s just not a government you can trust at all.

KBILL944
Last edited 12 days ago by kaimu
kaimu

Aloha!
OPEN BORDERS ARE HAVING SEVERE CONSEQUENCES
ATLANTA IS THE NEW ILLEGAL DRUG WAREHOUSE

Kind of like the Opium War in China back in 1839 only now its BidenWH policies brought by the WEF cartel working with the Mexican cartels. If you have an open southern US border then it is widely known the cartel controls who and what comes through that border.

LINK: https://www.youtube.com/watch?v=wS8db5YCSmg

kaimu

Aloha!
NOBODY CARES ABOUT CLIMATE CHANGE

BidenWH dedicates $1tril to climate change and yet nobody wants it other than a measly 2% of voters. The billionaire cartel and their media make it the most important goal since going to the moon in 1968! There is no grassroots campaign unless there are paid protesters. Without WEF and UN funding there is no cause. That’s because there is no science. The voters know all this and it shows in polls.

Unless you are in college trying to get a degree you have to pretend to care about climate so your professor won’t flunk you for being a “denier”. The WEF wants climate because it is the basis for their entire wealth transfer to the new WEF billionaires who profit from solar and wind and EVs. They have always wanted a piece of the oil & gas industry. Yet this fund misallocation to green and the anti-fossil fuel regulations are creating a faster depletion of oil and gas reserves. Instead of allowing the oil and gas industry to explore and bring into production new oil and gas fields limited funds are moved to carbon capture pipelines and biofuel and that makes for less capex for actual fuel that power 7.5bil people’s lives globally.

One of the most egregious activities the major oil and gas companies do that insults the WEF “climateers’ to no end is to pay dividends to investors! Instead the WEF climate clan demand those dividends be devoted to green goals instead of being wasted on ignorant uncaring fossil shareholders. They even hate the word “shareholder”. They prefer the word “stakeholder” so as to express their belief that “risk is shared” by the entire world and not just those with the capital to buy shares of XOM and CVX.

Let me say what the WEF won’t say out loud yet. They don’t want any company, any, to pay dividends because it makes the Middle Class less dependent on government largess, especially the government and party they bought and paid for the (D)emocrat DNC. Dividends are a “survival tool” for retirees and their families. Without dividends a lot more Americans would be on government welfare. Small business is also a target for the WEF since a thriving US Small Business sector means less dependence on their controlled government. Basically …

ITS CLASS WARFARE STUPID!

KBILL942
kaimu

Aloha!
US GOLD RESERVES STILL DOMINATE GLOBALLY IF THEY EXIST
HOW DOES US COMPARE WITH CHINA GOLD RESERVES?

Under the BidenWH we watched his efforts to reduce DNC imposed inflation by selling off the US Strategic Oil Reserves to buy votes in 2022. Those reserves were never replaced.

Would the BidenWH ever sell off US Gold Reserves to save the US from Climate Change to buy more solar panels and EVs? The answer is YES! Transferring money and power away from the USA is the central thesis of the WEF. Can we trust the US Gold Reserve audits? Really?

Since 2015 the CCP more than doubled its Gold Reserves from 1.04bil to 2.26bil tonnes today. Can we trust those numbers? Add all the BRICS countries gold reserves. Would it be half the US Gold Reserves? What is $35tril paper dollars divided by 8.13bil tonnes of gold? How many troy ounces would then back one US dollar? Do some numbers here.

32,150.7 troy ounces per tonne of gold times 8,130 is 261,385,191 troy ounces

Now time that by current market price of gold at $2,400 and you get $627.3bil USD.

It seems the gold price would need to swap with the current BTC price to “sort of” cover the current $35tril US Debt. Gold would need to be near $85,000 per ounce. Or the US government would need to tax every man, woman and baby $85,000 and then use those funds to pay down the US Debt with current US dollars. Therein lies what the banksters of 1913 thought could happen when they demanded the US government use income tax as collateral. Then of course the dreaded “human nature” took over year-by-year and here we are now. Stupid bankers make stupid deals!

A question comes to mind. If I could trust the US government 1000% would I pay $85,000 in exchange for total 100% Federal tax freedom the rest of my life? Hell to the YES is the answer. I would pay that for me, my wife and kids and aunts and uncles and nephews etc. You get the gist, but then that would be the ultimate “privilege” right? Only the working poor would be left to pay taxes. What is the price of true Freedom then? One answer is that it isn’t doing what we now do in the WH and Congress. The “free ride” is over.

The USA spends the entire value of our gold reserves every year just on the military. Our entire gold reserves won’t even cover the $1tril service on the US Debt.

Now the choice is does the US government pay down the debt and cut costs drastically or do they “let it ride”? Their actions say LET IT RIDE!

END ANALYSIS IS BUY GOLD

Like all the global central banks are doing.

KBILL941
goldbug58

US Treasury values gold held on the govt books at $42.22 per oz. As of 1971 it was 35 an oz, they devalued twice in the early 1970s. Govt is basically stupid across the board, but you’re right (as I also once pointed out), debt pretty much dwarfs the value of US-held gold reserves.

kaimu

What was the US Debt in 1933 $23bil? In1971 it was $398bil. Now running to $35tril. Thats around a $9bil per year US Debt increase from 1933 to 1971. Now in 2024 $9bil is a rounding error!

The US Treasury can never devalue unless they want to lose USD global hegemony. My numbers show how absurdly low gold is valued and how absurdly high the USD is held in esteem. As I have mentioned before its the US Navy and US infrastructure and technology that keeps the USD higher valued than a CCP yuan or a Russian ruble for now.

I don’t care about any of that because its just turned into Star Trek Ferengi Money! Boldly BS and out of this world where no career politicians have ever gone!

I do care about an unbiased and accurate audit of the US Gold Reserves preferably done by nobody related to Blackrock, the US Fed or the DNC. No CCP spies either. Especially nobody who has pronouns listed or has an ESG and DEI business plan.

I would trust Bill Cara counting the US and Canadian gold reserves.

Last edited 9 days ago by kaimu
kaimu

Aloha!
WA1 RES(WA1:ASX)HITS ANOTHER ALL TIME RECORD HIGH SHARE PRICE
CLOSES AT $16.05A INTRADAY HIGH $16.44A
$1BIL MARKET CAP

NIOBIUM Nb

It was just a day ago there was a record high and the market added another near $40mil to WA1 market cap. What’s left of the WA1 KAIMU RISK share holding gained 115% last night. It amazes me that when KAIMU RISK first started adding WA1 shares the WA1 market cap was $40mil. Meantime that share price has increased 27 times in a 14 month time period.

When deciding which junior explorers to buy it is important to chose based not entirely on grades but more on the cost analysis side whereby you think in terms of inflationary costs to mine and strip ratio. The deeper a mining company has to dig to extract ore the more it costs. That puts limits on where mines can be located and still be profitable. Countries like South Africa have the added burden to mine profitably due to corruption. If the Johannesburg electric grid is only operational 12 hours per day why would any business want to locate its operations in South Africa? That’s why I followed AngloGold’s move out of Africa and into Nevada and its new gold mining ops at the Beatty Dist. Who else is at Beatty with a shovel ready fully permitted gold mine right next door to AngloGold? Augusta Gold(G:TSX) and (AUGG:OTC) That’s my bet now aside from having been accumulating gold and mostly silver metal since the pandemic. Actually since the Tech Crash in 2000.

Why have home insurance and no money insurance?

Discern your own risk tolerances when trading small cap companies.

Last edited 14 days ago by kaimu
kaimu

Aloha!
FLORIDA IS ESSENTIALLY A BASTION OF SANITY

Was in St Augustine Beach yesterday for a few days and now in Coconut Grove Miami area and it has all been nothing but hustle and bustle of economic growth. If my own eyes are any sort of gage then Florida makes California look 18th century!

From the vantage point of BISCAYNE BAY YACHT CLUB its Hawaii without all the leftist nonsense that has killed off the US Middle Class. What a sigh of relief!

Roads and bridges in Florida are first class with immaculate rest areas every 40-50 miles. Driving 5-8hrs every day makes rest stops a priority. Highest gasoline price paid so far is $3.85 reg.

Coconut Grove is tons of shops and restaurants and bars. Like a tropical Vegas without the casinos! If bars on the windows are a sign of high crime then Coconut Grove has none! Law and order is nice to see.

Another State with no State income taxes. Congrats to Florida the Sunshine State!

KBISCBAYACH
KBISCBAYACHT
kaimu

Aloha!
WA1 RESOURCES(WA1:ASX)HITS ALL TIME RECORD HIGH SHARE PRICE
CLOSES AT $15.42A
$1BIL MARKET CAP

NIOBIUM Nb
In Western Australia only on the ASX. Far exceeds the only known global mines in marxist Brazil.

If ever there was a small microcap mining company that made all the right moves it would be WA1. See the stats below.

KBILL940