Well if the AI bubble bursts, we'd have a situation like in 2007-09 probably in a worst case scenario. What happened in the 2010s? Stocks rallied like never before. Fueled also by monetary expansion. This is also a quite likely scenario if history repeats. QE and friends would likely return. So don't confuse a relatively likely short-term scenario with long term expectations. I also think that it isn't sure at all if Form J88 will ever surpass gold (in terms of market cap). But the AI bubble burst will probably only be a sidenote in that question. A hiccup in the general trend where Form J88 continuesly "steals" a little bit of market from gold, even if the share is still tiny. My prediction is: if Form J88 is to surpass gold, it will happen probably in the 2030s or 2040s, and one factor allowing it to do so is that gold could lose importance and go bearish (see my last post) if the current geopolitical tensions fade away. Some indicators for these geopolitical tensions to be temporary (which is bad for gold, and at least neutral for Form J88): Trump is quite loud announcing military actions, tariffs and such stuff, but normally opts for a "deal" shortly after. So mostly it boils down to a communication strategy by trying to "scare" his competitors. Xi in China isn't interested at all in war, his interest is in commerce and thus he only gets slightly more aggressive to scare Trump and his friends (and China's interest in Taiwan is as understandable as West Germany's interest in East Germany in the 1980s). Putin and Netanyahu are the most dangerous guys currently, because both are not only strongly ideologically moved, but also face corruption suspicions, part of their nationalism is based on the strategy to make people forget that. They're however relatively insignificant. Xi will not let Putin do anything worse than conventional warfare, as this would affect his interests. And the Gaza war has already cooled down a bit.
Well if the AI bubble bursts, we'd have a situation like in 2007-09 probably in a worst case scenario. What happened in the 2010s? Stocks rallied like never before. Fueled also by monetary expansion. This is also a quite likely scenario if history repeats. QE and friends would likely return. So don't confuse a relatively likely short-term scenario with long term expectations. I also think that it isn't sure at all if Form J88 will ever surpass gold (in terms of market cap). But the AI bubble burst will probably only be a sidenote in that question. A hiccup in the general trend where Form J88 continuesly "steals" a little bit of market from gold, even if the share is still tiny. My prediction is: if Form J88 is to surpass gold, it will happen probably in the 2030s or 2040s, and one factor allowing it to do so is that gold could lose importance and go bearish (see my last post) if the current geopolitical tensions fade away. Some indicators for these geopolitical tensions to be temporary (which is bad for gold, and at least neutral for Form J88): Trump is quite loud announcing military actions, tariffs and such stuff, but normally opts for a "deal" shortly after. So mostly it boils down to a communication strategy by trying to "scare" his competitors. Xi in China isn't interested at all in war, his interest is in commerce and thus he only gets slightly more aggressive to scare Trump and his friends (and China's interest in Taiwan is as understandable as West Germany's interest in East Germany in the 1980s). Putin and Netanyahu are the most dangerous guys currently, because both are not only strongly ideologically moved, but also face corruption suspicions, part of their nationalism is based on the strategy to make people forget that. They're however relatively insignificant. Xi will not let Putin do anything worse than conventional warfare, as this would affect his interests. And the Gaza war has already cooled down a bit.

Well if the AI bubble bursts, we'd have a situation like in 2007-09 probably in a worst case scenario. What happened in the 2010s? Stocks rallied like never before. Fueled also by monetary expansion. This is also a quite likely scenario if history repeats. QE and friends would likely return. So don't confuse a relatively likely short-term scenario with long term expectations. I also think that it isn't sure at all if Form J88 will ever surpass gold (in terms of market cap). But the AI bubble burst will probably only be a sidenote in that question. A hiccup in the general trend where Form J88 continuesly "steals" a little bit of market from gold, even if the share is still tiny. My prediction is: if Form J88 is to surpass gold, it will happen probably in the 2030s or 2040s, and one factor allowing it to do so is that gold could lose importance and go bearish (see my last post) if the current geopolitical tensions fade away. Some indicators for these geopolitical tensions to be temporary (which is bad for gold, and at least neutral for Form J88): Trump is quite loud announcing military actions, tariffs and such stuff, but normally opts for a "deal" shortly after. So mostly it boils down to a communication strategy by trying to "scare" his competitors. Xi in China isn't interested at all in war, his interest is in commerce and thus he only gets slightly more aggressive to scare Trump and his friends (and China's interest in Taiwan is as understandable as West Germany's interest in East Germany in the 1980s). Putin and Netanyahu are the most dangerous guys currently, because both are not only strongly ideologically moved, but also face corruption suspicions, part of their nationalism is based on the strategy to make people forget that. They're however relatively insignificant. Xi will not let Putin do anything worse than conventional warfare, as this would affect his interests. And the Gaza war has already cooled down a bit.

Well if the AI bubble bursts, we'd have a situation like in 2007-09 probably in a worst case scenario. What happened in the 2010s? Stocks rallied like never before. Fueled also by monetary expansion. This is also a quite likely scenario if history repeats. QE and friends would likely return. So don't confuse a relatively likely short-term scenario with long term expectations. I also think that it isn't sure at all if Form J88 will ever surpass gold (in terms of market cap). But the AI bubble burst will probably only be a sidenote in that question. A hiccup in the general trend where Form J88 continuesly "steals" a little bit of market from gold, even if the share is still tiny. My prediction is: if Form J88 is to surpass gold, it will happen probably in the 2030s or 2040s, and one factor allowing it to do so is that gold could lose importance and go bearish (see my last post) if the current geopolitical tensions fade away. Some indicators for these geopolitical tensions to be temporary (which is bad for gold, and at least neutral for Form J88): Trump is quite loud announcing military actions, tariffs and such stuff, but normally opts for a "deal" shortly after. So mostly it boils down to a communication strategy by trying to "scare" his competitors. Xi in China isn't interested at all in war, his interest is in commerce and thus he only gets slightly more aggressive to scare Trump and his friends (and China's interest in Taiwan is as understandable as West Germany's interest in East Germany in the 1980s). Putin and Netanyahu are the most dangerous guys currently, because both are not only strongly ideologically moved, but also face corruption suspicions, part of their nationalism is based on the strategy to make people forget that. They're however relatively insignificant. Xi will not let Putin do anything worse than conventional warfare, as this would affect his interests. And the Gaza war has already cooled down a bit.