16 Comments
User's avatar
Liam's avatar

VISION BAD PARDON CAPS

DEAR LAU, EXCELLENT AS ALWAYS. YES, MONOPOLY TAKES ME BACK TO MY FIRST EXPERIENCE WITH THAT GAME MORE THAN SEVENTY FIVE YEARS AGO. REALLY FUN!

EXCELLENT INFORMATION ON “INVESTING”. I BREAK THAT DOWN INTO FOUR COMPONENTS—-LONG TERM INVESTING, SPECULATION, TRADING AND GAMBLING. ONE DAY, I HOPE TO WRITE AN ESSAY GIVING MY TAKE ON THOSE TOPPICS. BUT FOR NOW, JUST LET ME STRONGLY RECOMMEND AGAINST GAMBLING.

SINCERELY,

LIA\M OF LIAM’S LADDER

TYPE BY HIS ASSISTANT, LEJO

John's avatar

Hi Lau, good advice. What about Gold? does your logic about not going all in also apply to AU?

Lau Vegys's avatar

Hi John, good question. What I wrote in the essay applies to resource stocks. Gold is different. Gold isn't a trade you get in and out of. You don't go all-in on it in the sense that you never say 'that's it, that's my full position.' You just keep stacking it. In the face of relentless money supply expansion and runaway debt, you just can't afford not to. That's how I view it.

John's avatar

thanks for the confirmation Lau.I am relieved to see the response.. It has been very tough recently with the drop in AU and AG. BTW, even the Soviets and Maoists back in the 50s knew that AU was money…

Lau Vegys's avatar

The Soviets certainly did - just ask the Spanish:).

ANDREA CECCHI's avatar

The funniest thing that comes to my mind when hearing the words RARE EARTHS, is trying to imagine them spoken in French by Steve Martin/Clousrau lol

Lau Vegys's avatar

Good one. 😂 I can picture it now.

Vince Wagner's avatar

Ole Doug Casey just said that you never owned a brokerage account! So, I guess your article was correct? But, he was being rather pithy

Lau Vegys's avatar

Yes, I saw, Vince. That one cracked me up. He also said there's no money in the newsletter business. Funny coming from a guy who made the lion's share of his fortune from it.

Vince Wagner's avatar

Dude, I’m just breaking your balls. You’re going to be fine. Don’t sweat it

Lau Vegys's avatar

These balls are made of steel, Vince. Forged and tempered behind the Iron Curtain. But I appreciate it ;)

Loic's avatar

Great advice, thank you. No doubt it resonates with many investors in precious metals today. Good to know for the future

Jay Bremyer's avatar

“The worst thing you can do is use the wrong tool on the wrong stock” sums it up, for sure, although I’d broaden it to encompass the wrong tool on any stock. Thanks again for practical, real life, advice.

frank hayes's avatar

as great as the “monopoly” submission.

thanx

DFH

Lau Vegys's avatar

Appreciate it, Frank.

Strategy Master's avatar

All in in BTC in October 2026?

Think about it.