OASIS FORUM Post by the Golden Rule. GoldTent Oasis is not responsible for content or accuracy of posts. DYODD.

Ipso

Posted by goldielocks @ 3:01 on August 20, 2026  

Apparently there’s a AI bubble after the hype and the question of AI making any money is starting to disappoint investors expecting rising returns. That was faster than the dot com bubble.

It’s happening here to a extent too and has affected rare earths miners like MP. They’re still needed for tech and manufacturing but AI investors is the sector selling Ai related stocks.

South Korea’s stock market (the KOSPI) has faced massive volatility and a severe correction following a massive artificial intelligence-driven boom. The slump is driven by a fading AI hype cycle, disappointing tech earnings, and a violent unwinding of heavy retail leverage tied to major chipmakers like Samsung and SK Hynix. [1, 2, 3, 4, 5, 6]
Key Drivers of the Downturn
  • The AI Bubble Correction: After massive gains fueled by high-bandwidth memory chips for AI infrastructure, investors began demanding immediate, sustainable returns on heavy tech spending, punishing companies even for solid earnings that merely met instead of beating stratospheric expectations. [1]
  • Unwinding of Leveraged Bets: Local retail investors heavily borrowed money to pour into single-stock leveraged exchange-traded funds (ETFs). When prices dipped, it triggered cascading margin calls and forced selling, deepening the downward spiral. [1, 2]
  • Concentrated Market Risk: Market heavyweights Samsung and SK Hynix accounted for roughly half of the primary index’s value at its peak, making the entire South Korean market acutely vulnerable when sentiment toward semiconductor stocks turned negative

Bigheads

Posted by ipso facto @ 22:51 on August 19, 2026  

Jack Straw
@JackStr42679640
·
6h
Sneak peek: Trump administration to talk growth with finance ministers, CEOs in Asheville, N.C.

Treasury Secretary Scott Bessent will host finance ministers and economic leaders from around the world, plus heavy-hitting U.S. CEOs, for the G20 Finance Ministerial in historic Asheville, N.C., from Aug. 29 to Sept. 1.

Puzzle Piece

Posted by ipso facto @ 22:39 on August 19, 2026  

Maddog 11:18

Posted by goldielocks @ 21:24 on August 19, 2026  

I know what you mean and think some of what they post even if true shouldn’t be posed in the first place. Your right about the hate Trump fake news media but wonder if some of it is market manipulative. We know one thing for sure, they will sacrifice commodities to save their fiat and bank reserves instead of dealing with cause and effect like fraudulent housing values that cause economic loan walk offs and default or other economy issues by monitizing it, even if their actions are contradictive to their intentions especially long term.

ipso

Posted by ferrett @ 21:08 on August 19, 2026  

🙂  🙂

ferrett

Posted by ipso facto @ 19:51 on August 19, 2026  

Space Aliens are buying our debt. They just can’t get enough of it!

They’re like Belgium but a lot bigger.

S’funny how Not QE moves the markets and especially POG.

Posted by ferrett @ 19:00 on August 19, 2026  

Yet wars, which always involve money printing, caused POG to fall and mkts to shrug.

I like Not QE.

(and I don’t like wars, but not just for the effect on PMs)

I noticed Bitcoin magically caught fire today for 7%

Posted by Buygold @ 18:41 on August 19, 2026  

as did some of the other crypto. I swear that crap was invented just to keep money out of the pm market.

BTW – anyone remember when Peter Schiff went on the CNBC show “Fast Money” and said that miners would be trading like .com stocks? They laughed him off the show. Today was as close as I’ve ever seen them do that, unfortunately Pete was just 20+ years early.

ferret – yeah, it’s just ridiculous and no doubt illegal, especially when you’ve got the fundamentals right and aren’t getting the performance you expect. That’s been the general theme for pm shares and ETF’s for as long as I can remember.

Debasement (not the one your nephew lives in)

Posted by ipso facto @ 18:20 on August 19, 2026  

Willem Middelkoop
@wmiddelkoop
·
1h
Major North American Bank Comments:

Gold ripping +4% as the classic conspiracy theory of “yield curve control” has now become a reality

The debasement trade is alive and truly kicking. As we have consistently written, Bessen has a decision given the US’ fiscal math: “save the UST or save the USD; you cannot save both.” His hand has been forced by the recent price action of the long-end of the yield curve.

Conventional Wall Streeters will say this is “Not QE” in the same way the RMPs by the Fed was not “QE.” We still don’t know the full details, but the fact is the Treasury is trying to contain the long-end of the yield curve is incredibly bullish gold.

Specifically, it will raise “by at least double, the size of liquidity support buyback operations for longer-dated nominal coupon securities (10-20 and 20-30yr sector). “At least $4bn per month” to keep a bid for the surging long-end of the curve.

Whilst mainstream insists it’s not QE as the stock of debt is not increasing, there is no explanation for where the buying is coming from; certainly no claim the Treasury is going to be dumping bills to fund bond bids.

I think this guy’s Polish

Posted by ipso facto @ 18:15 on August 19, 2026  

Michael Yon: Callsign BIG HONEY
@Michael_Yon
I want this Man as neighbor! And millions more like this Man!

https://x.com/Michael_Yon/status/2089883386185998755/video/1

Buygold 19:51, we have that here too.

Posted by ferrett @ 17:54 on August 19, 2026  

It must be illegal, as there is no way that the purchase of 1 share for 5.6 cents Australian can constitute an investment. Seeing that the other immediately preceding trades were for six and seven shares the only reason can be manipulation. It doesn’t really worry me as I’m a fundamentalist, not a chartist, but it is certainly irritating. They make money out of it, running this penny share over a range of 0.8 cents on a day’s trading on a regular basis. And certainly this is only something that can be done with computers and algos as if you were doing this sort of thing 50 years ago you were only doing it with $ shares not cent shares as the timescales were much longer, days or weeks not nano-seconds.

Maddog @ 16:35

Posted by ipso facto @ 17:07 on August 19, 2026  

Silver’s looking crazy! Nice to be on the right side of that.

PS Eff all the shorts!

Ride the bull

Posted by aufever @ 16:58 on August 19, 2026  

All night long!

maddog,

Posted by treefrog @ 16:52 on August 19, 2026  

there’s 66.80  (globex)

 

66.90…

 

67…

Buygold

Posted by ipso facto @ 16:48 on August 19, 2026  

Yes! I think my biggest day as well! It would really hurt to miss a day like today! Woo Hoo! 🙂

Hang onto your hats folks…silver hasn’t really broken up yet !!!!

Posted by Maddog @ 16:35 on August 19, 2026  

it needs to take out 66.80

ag

agh

Even I can’t complain!

Posted by Buygold @ 16:32 on August 19, 2026  

Nice close!

Biggest day % wise I’ve ever had.

Oh well, we’ll probably just give it all back tomorrow. 🤣😂🤫

I’m happy

Posted by deer79 @ 15:57 on August 19, 2026  

to be WRONG!

 

Reverse drift – up?

Posted by aufever @ 15:52 on August 19, 2026  

Just watching

Posted by Maddog @ 15:44 on August 19, 2026  

GDX try and take out 9%….but everytime it gets there it slips !!!!! I see NEM and Barrick are lagging……are these Algo’s still selling short…seems they still think this is a shorting bounce !!!!!

happy wednesday !!

Posted by treefrog @ 15:37 on August 19, 2026  

gold up 4%, silver 4 3/4%.

…and counting —

deer79 – the afternoon drift

Posted by Buygold @ 14:32 on August 19, 2026  

It will be really interesting to see how they close.

I’m really surprised by the lack of volume. GLD is the only thing I can find that is above average at this point.

I think maddog said that fund buying will usually come in at the last hour? I’d be disappointed if they take the HUI back below 800.

QE lite is here…….PM’s soar on back …..plus getting Gold way up will help the debt…but they can’t say that..yet.

Posted by Maddog @ 14:24 on August 19, 2026  

Here Comes QE Lite: Yields, Dollar Tumble, Gold Spikes After Treasury Unexpectedly Doubles Size Of Long-End Treasury Buybacks

https://www.zerohedge.com/markets/here-comes-qe-lite-yields-dollar-tumble-gold-spikes-after-treasury-unespectedly-doubles

Smoke signals

Posted by deer79 @ 14:21 on August 19, 2026  

going out……. seen this too many times!!!

silverngold @ 12:50 That was very good. Thanks!

Posted by ipso facto @ 13:34 on August 19, 2026  

I’m sure most of us try to do a lot of those things already but there’s nothing wrong with new knowledge.

Cheers

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Post by the Golden Rule. Oasis not responsible for content/accuracy of posts. DYODD.