After Shock and Awe
What does DOW & GOLD say about that?
Isn’t it funny how history rhymes?
In 1979/80, Gold peaks just as Iran is toppled by the Mullahs
And now, 2026 Gold is also peaking in terms of the Dow Jones Industrial Average
If you are not aware, since you follow the SP500, the first and still most relevant index that Berkshire Hathaway picks away at is known as
DJIA, which is the 30 best companies from the USA
From Apple to Sherwin-Williams
It has over 100 years of history and is a great barometer to see what is more popular
Hard assets vs Productive assets
Hands down, Gold and Bitcoin, but that may change
We have two ways of looking at it
The market will (maybe the better word is should) double bottom or not.
From a close-to-50-year perspective, the trend is up, so the US government's decision to attack Iran is bullish for the stock market, and we will not see a capitulation low but a repricing of productive assets…
Now.
I only see two alternatives from this one chart
And when you see that, it does not mean leveraging to the hill but accumulating productive assets in the expectation of long-term profits.
Lithium is a growing industry about which no one knows much, and the same goes for optical electronics.
There are two wonderful accounts to learn more:
Instead of asking you for $5 today, I am going to give you $5 (for today only) to the first person who finds me another Substack writer sharing a chart that implies a lot about where markets will be heading for gold, stocks, and politics.
Anyway that is correct gets a free subscription because you are on the right path :)
Have a wonderful Monday
Eric