Welcome to Gold Dragon Daily
An AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0.

This is Game Theory — Yedo: The Deluxe Master Set

What is Yedo?
• Worker placement game set in feudal Japan (circa 1605)
• Control a clan seeking influence in the city of Yedo (modern Tokyo)
• Complete missions to earn prestige and win the game

Core Mechanisms
• Worker placement with disciples as your agents
• Auction phase for action cards, weapons, and resources
• Watch Patrol system adds risk management
• Trading phase for resource negotiation
• Mission completion for prestige points

The Watch Patrol
• Patrols move around the city each round
• Disciples caught get arrested unless bribed or blackmailed
• Forces strategic planning and timing decisions

Strategic Considerations
• Mission planning: Align resources with available missions
• Auction strategy: Balance early investment vs. later worker actions
• Worker management: Risk vs. reward in district placement
• Adaptability: Event cards and opponent actions require flexibility

The Deluxe Master Set
• Clan powers for unique abilities
• Specialists with special skills
• Teahouse module for hiring characters
• Enhanced replayability and customization

Why Yedo Stands Out
• Thematic integration with feudal Japan setting
• Combines worker placement, auctions, and negotiation
• Strategic depth with player interaction
• Perfect for Euro game enthusiasts

That's Game Theory. Subscribe if you haven't already. Visit GotTheGold.com. Stay sharp.

Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0.

This is Market Pulse — Friday's numbers.

Oil

• • WTI closed at $68.30, Brent at $72.39
• • WTI-Brent spread sits at $4.09
• • Oil prices gained ground this week balancing geopolitical risks against demand concerns
• • Permian Basin breakeven costs average $65 per barrel
• • Tier 1 wells at $60, large operators achieving $58 breakevens
• • Some existing wells operate profitably below $50
• • OPEC+ production decisions and winter demand will drive near-term direction

Gas

• • Henry Hub settled at $3.04 per MMBtu on December 4
• • Trending 34.8% higher since mid-October
• • EIA projects winter heating season averages of $2.68 per MMBtu
• • Potentially reaching $3.10 in January 2025
• • Above-average storage inventories provide buffer against short-term volatility
• • Bullish sentiment persists heading into peak winter demand

Real Estate

• • Industrial cap rates range from 5.5% to 7.0% for logistics spaces
• • Regional variations from 5.84% in the Northeast to 6.83% in the Southwest
• • Multifamily cap rates expanded 15 basis points on Class A and B properties to 5.05%
• • Elevated interest rates limited transaction volume in 2024
• • Anticipated rate cuts in 2025 could compress cap rates and boost activity

Credit

• • SOFR at 4.53% as of December 30, 2024
• • Fed policy remains the key driver
• • Markets positioning for potential rate adjustments in 2025

Bottom Line

• • Oil: Target sub-$50 breakevens, hedge floors above $75
• • Gas: Selective exposure, winter contracts locked
• • Real Estate: Industrial sub-5.7% caps near logistics hubs
• • Credit: Senior secured, SOFR plus 650+, LTV under 65%

Visit GotTheGold.com. Stay sharp.

Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0.

This is Game Theory. Today we're talking this week's hottest gaming news. Now let's get into it.

The Game Awards 2024 Highlights

• • Astro Bot wins Game of the Year
• • The Witcher 4 revealed with Ciri as protagonist
• • Naughty Dog unveils Intergalactic: The Heretic Prophet (new IP)
• • Elden Ring Nightreign announced (co-op spin-off)
• • Okami sequel teased after nearly two decades
• • Split Fiction from Hazelight Studios revealed
• • Turok: Origins comeback announced
• • The Beast (Dying Light 2 expansion) featuring Kyle Crane
• • Slay the Spire 2 confirmed
• • Sonic Racing: Cross Worlds revealed
• • Rematch fighting game announced

PlayStation & Xbox News

• • Horizon Zero Dawn Remastered coming to PC
• • Indiana Jones and the Great Circle coming to PS5 (Spring 2025)
• • Nintendo Switch surpasses 146 million units sold (2nd best-selling console ever)

New Releases & Updates

• • Warhammer 40,000: Space Marine 2 Reclamation Update (free content)
• • Path of Exile 2 enters Early Access (1 million copies sold in 24 hours)
• • Marvel Rivals launches (free-to-play hero shooter)

That's this week's hottest gaming news. The Game Awards delivered massive announcements, PlayStation and Xbox are making big moves, and new games are launching left and right. It's a great time to be a gamer.

That's Game Theory. Subscribe if you haven't already. Visit GotTheGold.com. Stay sharp.