dieuwer

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  • Why Mining & Metal Investments Could Shine in the Coming Years
    That must be "prove it"...
    Jun 16 12:57 pm |Rating: 0 0 |Link to Comment |View article
  • Why Mining & Metal Investments Could Shine in the Coming Years
    "If you take into account inflation then the equivalent price of that now is over $ 2,300. "

    Proof it.
    Jun 16 12:57 pm |Rating: 0 0 |Link to Comment |View article
  • OPEC's Move to Devalue the Euro
    "Farhan Haq, spokesman for Ban Ki-moon, stated that he WAS TOLD Ali al-Naimi SAID that production WOULD increase 200,000 barrels and that "the King BELIEVES that the current oil prices are abnormally high, and he is ready to restore prices to their appropriate levels."

    (Emphasis mine)

    This is just such a nice string of hollow words. Perhaps OPEC should actually MEASURABLE INCREASE oil producton, instead of uttering words. Stop the talk, start the walk you puppets!
    Jun 16 12:55 pm |Rating: 0 0 |Link to Comment |View article
  • Mid-Year Picks and Pans From Barron's Roundtable Part II
    In 1982: Oil at $40, DOW at 1000.
    In 2008: Oil at $140, DOW at 12,000.

    In 26 years, oil increased 3.5 times, DOW increased 12 times! You tell me where the bubble is...
    Jun 15 21:04 pm |Rating: 0 0 |Link to Comment |View article
  • Mid-Year Picks and Pans From Barron's Roundtable
    In 1982: Oil at $40, DOW at 1000.
    In 2008: Oil at $140, DOW at 12,000.

    In 26 years, oil increased 3.5 times, DOW increased 12 times! You tell me where the bubble is...
    Jun 15 21:03 pm |Rating: 0 0 |Link to Comment |View article
  • Mid-Year Picks and Pans From Barron's Roundtable Part III
    In 1982: Oil at $40, DOW at 1000.
    In 2008: Oil at $140, DOW at 12,000.

    In 26 years, oil increased 3.5 times, DOW increased 12 times! You tell me where the bubble is...
    Jun 15 21:02 pm |Rating: 0 0 |Link to Comment |View article
  • Fed Tightening and the Gold Market
    Tightening to what interest rate level? 3%? What a joke!
    In the 70's, interest rates had to go to 15+% to derail the gold bull. Long way from that now...
    Jun 13 09:42 am |Rating: 0 0 |Link to Comment |View article
  • Something's Smelly: Gas Prices Should Soon Reverse
    High oil prices and low gasoline prices will lead to supply destruction.
    Jun 13 09:40 am |Rating: 0 0 |Link to Comment |View article
  • Nasdaq vs. Homebuilders vs. Oil
    Let's put this in a somewhat longer perspective.

    In 1982, after a decade long run from a low of about $4, the price of oil peaked at about $40. A 10-fold increase. At the peak, the DOW/OIL ratio was at 25.
    Today, oil is at about $140 coming from a low of about $10 during the late 90's, a 14-fold increase, while the DOW is at about 12100. This gives a current DOW/OIL ratio of about 86.
    Although the gains of oil in the 21st century so far are much larger than during the 70's, the DOW/GOLD ratio is actually higher now, implying CHEAP OIL compared to the DOW.

    Conclusions: 1) The much larger rise in the price of oil in the 21st is for a large part due to hyperinflation. 2) The DOW/OIL ratio eventually will drop to the mid 20's, implying a much higher oil price. Even with a DOW crash to say 8000, it implies an oil price of at least $300.
    Jun 12 19:43 pm |Rating: 0 0 |Link to Comment |View article
  • U.S. Market Setting Up for a 2nd Half Rally
    I remember back in '99 that I could apply for an IT job, be invited in a show room to pick my BMW and asked how many vacation days I wanted if I PLEASE accepted the job. The NASDAQ crash soon after.
    I remember back in 2005 talking to my collegues. They were all of the opinion that hous prices could only go up. "Buy now", "you don't need much money", "just get a loan." Two years later, the housing market started crashing.
    But what do I hear now when talking commodities? "Bubble, bubble, bubble." No stories from ordinary people telling me that "gold is only to go up," or "oil is only to go up, get a loan and buy gold".
    I think the commodities bull market has a long way to go. But when, in the far future, I will hear my neighbor talk to me about his hot commodities investment because "it always will go up", THEN I will sell.
    May 31 22:05 pm |Rating: 0 0 |Link to Comment |View article
  • Compared with Canada, U.S. Economy Looks OK
    I agree w/ user 143167. The Canadians have not mastered the trade of hedonistically adjusting GDP numbers yet. They will learn ;)
    May 30 13:01 pm |Rating: 0 0 |Link to Comment |View article
  • Choosing Between Wall Street and Main
    The yield on Treasury debt instruments has ZERO correlation with the actual rate of inflation.

    Example: FED prints money and hyperinflates the money supply. Next, FED buys treasuries by the boatload. As a result, yields come down.
    Conclusion: money printing leads to hyperinflation, but is not reflected in the yields of treasuries.

    To prove this, plot the ratio of gold divided by the price of 30 - Year treasuries, i.e. $GOLD/$USB. It is going UP, i.e. INFLATION.
    May 21 08:19 am |Rating: 0 0 |Link to Comment |View article
  • Farm Bill Stands to Overhaul Retail Forex Industry
    Retail FX brokers could just move their assests offshore and start trading via London or Dubai. Buh-bye CFTC!
    May 16 07:57 am |Rating: 0 0 |Link to Comment |View article
  • Crude Oil: Congress Acts, Iran Hoards, RTX Soars
    Suppose that in the case outlined above margin requirements on crude oil contracts rise very high, perhaps to 100%.
    Why would any trader or commercial keep trading via a US exchange? Might as well move the capital out of the country in invest via London or Dubai where lower margin requirements are set.

    This will just lead to an even larger loss of economic dominance.
    May 16 07:52 am |Rating: 0 0 |Link to Comment |View article
  • Hard Assets Heresy: Talking Down Gold
    daniela, if you are so concerned about "factual arguments" why don't YOU start using them instead of attacking the legitimate comments...
    May 15 21:47 pm |Rating: 0 0 |Link to Comment |View article

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