ALL THINGS BIG AND SMALL 2.0

AI MAKES EVERYDAY LIFE EASIER. Three examples of common everyday life tasks that I would have great difficulty doing if not for AI. ( See attached images). I use it extensively. To get the right answers you have to express yourself clearly and correctly in writing your prompt. For the elderly, it's also a good way to exercise your brain and allay fear about the creeping onset of Dementia. You can get AI to assist in almost anything except on matters that are harmful to society such as teaching you how to make a bomb, learning racialist slurs, or doxxing someone, or hacking into prohibited servers.

1. Mongolian Gilded Dragon 1 oz Silver coin. Extremely rare. Only 888 were minted. 1000 Mongolian Togrog denomination. Yes, you absolutely can buy things with it in Mongolia but nobody would . It's worth much much more. 2. Mongolian Evolution of Life coin. Mongolia is a fossil hunter's paradise. This coin depicts phorus hacidae a k.a the flightless Terror Bird 3. Fiji Taku Hawksbill Turtle coin to celebrate Fiji's success at protecting the breeding beaches of the turtle. 4. Somalia Elephant. There is a Somalia and a Somaliland .The rarity and numismatic value of this coin lies in its legal ambiguity. Lots of confusion here. Coin is minted in Germany.  5. Mexican Libertad. One of the first Silver coins to be minted. Mexico is the world's largest Silver producer  

  This week, I won't bother you with tables and analysis that nobody understands. Just 1 table and I explain it like this: You have a probabilistic forecast for gold, and silver, 20 days ahead and 60 days ahead. q10 is akin to losing money e.g. Nvidia went down in the stock market. q90 is like striking 4-D. q95 is like striking Toto. My opinion: q90 is likely within 60 days. And q95 is not impossible. Why I say this: (1) Modern financial markets are mostly traded by automated algorithms driven by momentum. My GBDT model captures this characteristic. (2) I think the unwinding of the Japanese Carry Trade has a high probability of happening soon. With Japanese corporations (including insurance companies, banls, blue chips) and even the giant Japanese pension funds selling their USD assets and repatriating the money to buy JGB bonds with attractive yields. To the Japanese this is also the right thing to do, to be patriotic. (3) Scott Bessant will side-step Kevin Warsh by buying back lo...

 Exploring spaces, light and textures in financial markets data with Artificial Intelligence algorithms.  Introduction The four paintings in this collection were generated by Claude Fable 5. It used AI algorithms and data from the financial markets to create these paintings.  For buyers each painting comes with a .csv of the output, a description of the math behind the painting, as well as a .py script to regenerate and tweak the paintings if you wish to. Painting no.1: Neuroevolutionary NN: S&P500 ETF (SPY).    Painting No. 2:  LLM Attention Vector Flow Field:  Gold/Silver Futures   Painting No.3: Reaction-Diffusion Cellular Automata: USD/JPY   Painting No. 4: Latent Vector Space- Variational Autoencoder: Treasury Yield curve.   The math behind each painting is formidable (see attached sample)  but I  put this question to the AI after I see it doing several versions of each paining until it was satisfied. Q:  Have you...

  This week's forecast vs actual was thrown out of whack by Kevin Warsh's speech at the Jackson Hole Central Bankers' summit on 280826. Gold and Silver reacted negatively to the inflation and rate hike scare. So the forecast for the week ahead has taken last night's price move into account.  But here are two new developments that may upend all forecasts and and fire up gold/silver from now till 20 September. 1. Probability of Carry Trade Unwind has increased • BOJ hike odds have surged from ~23% to ~87% for the September 18 meeting over the past month, on hawkish BOJ commentary and hot Tokyo inflation data. Actual policy rates haven't moved, so the rate-differential component has been flat at 64.7 for three straight weeks — but if the BOJ actually hikes 25bp while the Fed holds, the differential compresses by roughly another 25bp in a single step, not gradually. The framework only scores realized rates, so this risk is currently invisible in the score. • Japan...

Chart above shows since 2025, the level of Uncertainty as measured by the q90-q10 spread in pur quantile forecasts has dropped significantly. Interpretation: Forecasts are now less uncertain and more reliable. The chart above shows that the degree of Gold/Silver negative correlation as dropped since May 2026 and is now rising in a tight range between -0.25 and -0.05. Interpretation: There are other factors besides Treasury yields that impact the price of gold and silver. A basic tenet of Finance- that Gold as a non-yield asset moves in the opposite direction to Treasuy yields is losing its hold.