dieuwer

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  • Hard Assets Heresy: Talking Down Gold
    People such as Mr. Gartman are needed. They keep the gold bull market alive by providing scepticism and a "wall of worry".
    It would be far more dangerous if EVERYONE was bullish on gold and had acted accordingly.
    May 15 13:06 pm |Rating: 0 0 |Link to Comment |View article
  • Japan's 'Lost Decade' Gives Way to the New Asian Reality
    There always have been longer periods of mediocre investment returns. The period 1900 - 1920 comes to mind, when the DJI traded between 50 and 100 up-down-up-down seemingly for ages. Or remember the period from 1930 until 1950? Investors who had bought near the top at 350 were still reeling from the 350 to 50 crush (1929 - 1932) and never fully recovered until the late '50s.
    I guess it will be a similar story with the Nikkei. The Japanese "Great Depression" and "hungry 40's" is almost over.
    May 14 22:28 pm |Rating: 0 0 |Link to Comment |View article
  • What If We'd Been on the Gold Standard?
    The graph published in the paper by Bernanke and Jame shows NOMINAL growth of countries leaving the gold standard.
    If you would adjust the NOMINAL growth by the inflation resulting from the departure of the gold standard, you would end up with REAL growth CONTRACTION.
    May 09 14:52 pm |Rating: 0 0 |Link to Comment |View article
  • Fading Glory: The Dollar as the World's Reserve Currency
    Interesting thought displayed in the artcle.
    Another explanation why China might have accumulated massive dollar reserves: to use as a weapon of mass destruction.
    Militarily, China may be no match to the US, but dumping TRILLIONS of dollars onto the market will have to effect of grounding the US military due to instant skyhigh prices of energy products.
    No wonder the US is frantically expanding the strategic reserve. They know that time will come that they no longer can afford to buy the stuf...
    May 04 19:59 pm |Rating: 0 0 |Link to Comment |View article
  • The 'Death of Gold' Revisited
    Let's put this in a different perspective:

    From 1970 until 1978, gold rose about 4x, from $35 to $140.
    From 2000 unti 2008, gold rose about 4x, from $250 to $1000.

    Both span 8 years, both increase by 4x.

    Conclusion: I am not so sure we experienced the 1973-1975 yet, or will experiece it at all. I just think that the current bull is much less volatile that the one during the '70s AND that we already passed the "1977 point".
    May 04 16:03 pm |Rating: 0 0 |Link to Comment |View article
  • The Commodities Bubble
    The only bubble out there is in the amount of DUMB financial commentators like L.M. and B.M.
    I bet SOROS is LONG commodities and tries to bully the weak hands out of the market so he can snap up some more, cheap commodities.
    May 01 17:43 pm |Rating: 0 0 |Link to Comment |View article
  • Bespoke's Commodity Snapshot (5/1/08)
    Up.. + 0.75 to 391.20
    May 01 17:39 pm |Rating: 0 0 |Link to Comment |View article
  • Translating Currencies through Gold
    The theory is flawed because it does not take into account transportation costs and tax law.
    Apr 30 10:36 am |Rating: 0 0 |Link to Comment |View article
  • The Geopolitics of Peak Oil
    You only would top of the strategic reserve NOW if you would need it SOON. Otherwise, you could wait until the price of oil came down or was at least stable.
    Apr 28 21:59 pm |Rating: 0 0 |Link to Comment |View article
  • Bears Roaming through the Mines
    ...and when the bears stormed into the mines, to their surprise, they found nobody there? "He? Where is everyone?" noted little bear.
    "Where is the gold?" noted mama bear. "The mines are emtpy!" said papa bear.
    Where to go now?
    To the bullion banks then!
    And so they went.
    They stormed into the vaults of the bullion banks hoping to snatch some lousy people and have their gold too.
    But to their surprise, they found nobody at the bullion banks' vault. "He? Where is everyone?" noted little bear.
    "Where is the gold?" noted mama bear. "The vaults are emtpy!" said papa bear, increasingly pissed-off.
    Where to go now?
    To the ETF depository!
    But to their surprise, they found nobody at the ETF depository. "He? Where is everyone?" noted little bear.
    "Where is the gold?" noted mama bear. "I only see paper promises" said papa bear, even more pissed-off. They say: "this certificate is worth 10,000 ounces of gold." But there IS NOT GOLD!! Said papa bear REALLY ANGRY.
    Where to go now?
    Nowhere.
    And the bears went back to their caves afraid there was no more gold to be had...
    Apr 28 21:51 pm |Rating: 0 0 |Link to Comment |View article
  • Treasuries: Profiting From the Bear's Next Victim
    IF the treasury market plunges it automatically implies that rates will go up. What will that mean for the housing market? Total collapse?
    Apr 28 08:34 am |Rating: 0 0 |Link to Comment |View article
  • Does Ethanol Deserve the Blame for Rising Food Prices?
    People have been looking at the all the wrong reasons for high prices of commodities and everything else.
    The final reason why prices will keep rising is the unabated rise in the supply of human beings. At present there are more than 6 BILLION people on the planet that all need food, water, and energy to live. The world's population, on its current growth trajectory, is expected to reach nearly 9 BILLION by the year 2050! Almost 50% more! MADNESS!!!
    Where is all the food coming from? All the water? Energy anyone?
    The real and only solution to problems is to curb DRASTICALLY the people supply. I know this sounds immoral,, but a WW-III would do...
    Apr 23 20:16 pm |Rating: 0 0 |Link to Comment |View article
  • Are Central Banks Out of Their Minds?
    Does it really matter what the FED does or doesn't? As long as you know what the FED is up to, you can profit from it.
    Apr 21 21:56 pm |Rating: 0 0 |Link to Comment |View article
  • U.S. Subprime, Resumption of Equity Bull and Gold as the New Money
    Nice review, but I do not understand the subprime example. If it was so simple to make money out of subprime, why is everyone not doing that?
    Apr 21 14:49 pm |Rating: 0 0 |Link to Comment |View article
  • The Death of Gold?
    All these columns and replies just serve as anecdotical evidence to the one fact regarding gold: The Wall of Worry is ALIVE!
    Whe I see people in streets push and pulling eachother to buy the last gold coin, THEN it is time to sell. Not a millisecond earlier.

    FOLKS: remember the news items on TV regarding the madness in front of the Apple stores to buy the iPhone? Few weeks after that Apple stock topped...
    Apr 21 14:41 pm |Rating: 0 0 |Link to Comment |View article

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