Georealist

394 Comments

    • Some True Safe Havens Are Still (Surprisingly) Undervalued [view article]
      Mark Anthony is a complete scam and total phony...he has been pumping equities (SWC...PAL) on message boards under a different name and attempting to present himself as an impartial investor. Beware of this bum..and of Alpha..I've been warning for months about their lack or oversight and integrity and those who have in good faith listened to the many..innumerable...&q... that Mark Anthony and Alpha are without either integrity. I will continue to post and warn the readers of these low lifes..Anthony is the WORST!!!! Oct 09 09:16 PM
    • Alexco Turns a Corner on Development of Keno Hill Silver District [view article]
      Well done....SLW has pulled off what..in retrospect..will be seen as a MAJOR move. Silver (and gold) are nothing more than the victims of being readily saleable..the spot price is a fiction! Try and buy silver for anything less than 15% above spot..recognizable and liquid 1 oz silver products are IMPOSSIBLE to buy. SLW will be at $20 or better in Spring 2009...and silver..well above $20.
      Miners are either on the production downside and ore grades are rapidly deteriorating or they have thrown in the towel because of the spot disconnect...this will change and change rapidly to the upside.
      Those who see these blindspots in the markets will make fortunes.       Oct 06 09:18 PM
    • American Express to the Sell Block - Cramer's Mad Money (10/2/08) [view article]
      Absolutely right concerning LINE and EPD..these equities will be the T-Bills of the future.....money too safe to lose and a return that will drive LINE to $35 and EPD to $40 in months.......What's lost in the noise of the "financial" debacle is that certain MLPs are fundamentally untouchable.
      The panic selling we've seen make both unbelievably cheap.....       Oct 03 09:08 PM
    • Some True Safe Havens Are Still (Surprisingly) Undervalued [view article]
      This is a moron alert..Mark Anthony goes on various website equity blogs and under pseudonyms pumps or trashes those equities..his remarks, of course, are as inane as his Alpha Posts. This louse is as phony as they come..and the garbage he puts out is useless. Alpha needs to do some due diligence.
      As for the fawning, sycophantic nonsense of JKCetc...SWC is a Russian owned, major league underperformer. Anthony routinely goes on that message board under the name tellurioum and pumps the stuff. Look at a chart..and you tell me this clown with a stupid hat knows what he's talking about.       Oct 03 08:39 PM
    • Senate Passes Bailout: Now What? [view article]
      Markets run largely on emotion and perception....especial... in the nearer term (3-6 month frame is probably roughly on target). If NO package is passed the markets will (infact..they are right NOW) shedding equities and metals to protect against an unknown liquidity crisis. It's largely irrelevant what will serve us well in 2 years...in 2 months, with no package, the average pension and retirement plan will be so far underwater they may well not recover in most workers lifetime.
      Ron Paul was ignored as a Libertarian..and he is ignored by slightly fewer as a Republican. Is the Fed a political contrivance that benefits
      largely an elite? Of course! And you can ride that moral high horse right into the pit of a deflationary depression. Congress WILL pass a package..and the Fed WILL lower rates..and the poltical establishment
      WILL do whatever it takes to prevent a return to 1820.
      The real question is..What will the government do to make abstruse financial manipulation more transparent..and in some cases illegal. Now thats worth getting worked up about, because it's doable. The rest is just moral posturing.       Oct 02 04:27 PM
    • Whether Bailout Passes or Not, Implications for USD Are Bad [view article]
      What we're experiencing..and the reason markets move in daily spasms from one extreme to the other...is a "manic depressive " economy. It's far more volatile..and much different than stagflation. Real estate is deleveraging and carrying its foul remnants with it...mobey supply is growing VERY fast...check out MZM Jason..you might learn something.
      Oil is NOT one of those bubbles...nor gold. Neither were bubbles..and the real world demand for each is enormous. Barrels of crude and physical gold don't sit for months on end with "For Sale" signs attached..they are bought before their even produced.
      The Feds (US and the other equivalents around the world) will inflate..no one I know has said that we are or have recently been in a HYPERINFLATION...that'... a straw man. WE ARE in an unstoppable and predictable process of reliquifying the markets and 8-10% inflation will..if it isn't already..the norm.       Oct 02 09:58 AM
    • Ireland's Ailing Banking Sector [view article]
      A VERY typical Alpha piece..lots of little "buzzwords".... analysis and...OF COURSE...one's picture and name. So..what is the analysis...???
      Where is AIB going from here?
      Is the Ireland property market likely to hold up better or worse than most EU countries?
      What are AIBs strengths and weaknesses...what's the story????       Sep 30 08:46 PM
    • Fed Up Friday: Green Day in the Offing [view article]
      As usual..a day late and a dollar short..The Treasury bailout will yield DECREASED gold prices??? The dollar will rise...? Amazing..it's hard to believe tinkerbelle is even read.... Sep 21 09:27 PM
    • Eagerly Awaiting Monday's Market Decision [view article]
      This moral outrage is precious. This isn't the first government bailout and intervention into the financial world..and won't be the last. The US was an incurable debt junkie well before last week...its actions this weekend (another $800 billion..give or take) only confirm once again what was evident 30 years ago..we have a credit and fiat driven system and its controlled by the powers that be..so what? The question is really..how do we turn a profit.
      Before this little kabuki drama started my belief was that we would see whatver problems came down the road papered away...we have. It's clear what will move with the tide at this point..and build into a huge wave..
      1. Gold will move MUCH higher..who has a bead on where the US$ (or any other currency) is going at this stage. The general consensus wil be that it's too risky to be in paper..any paper. Look to physical gold and silver and miners.
      2. Oil is not done..in fact, it may begin to trade AS currency..not FOR currency. Domestic and safe haven producers are possibly BETTER than gold.
      3. Invest in yourself...people had better start learning to make do and manage their lives with less..because that's what REAL inflation means..getting much less for much more.
      Spare yourselves the futility of calling or writing your non-representatives. They work for others.       Sep 21 12:23 PM
    • Best 'Currency' Right Now? It Might Be Gold [view article]
      While AMwhatever waits he is being victimized by lousy logic. Gold is highly liquid..in fact, I could liquidate any..as in UNLIMITED..amounts of it tomorrow for cash..so that's unsupported nonsense.
      Gold is only a "commodity" in the broadest sense of the word. It's really MONEY. Looking at gold in a NOMINAL sense will NEVER take you where you want to go...look at it in a REAL sense. So..if the DOW is declining 4.42% (Monday, Sep 15th..2008) and gold is rising 2.6% on the same day tell me that gold is like zinc..or coal..That's nonsense.
      Gold is an alternative currency....ignore it at your risk.       Sep 15 09:16 PM
    • Time to Buy Gold and Silver [view article]
      Jason as well as Adam Hamilton of Zeal are very astute observors of the precious metals markets...and he is absolutely correct concerning market manipulation. And just as bank sales of gold a few years ago was manipulative and knocked the metal down time and again the great slver manipulation will also fail. This ranting (and if you read Mr Butler its hard to describe it as anything else) is IRRELEVANT. The market will correct the naked short positions thru 2 mechanisms..
      First..holders of real silver will simply not sell at paper prices. This is the case now. Go out today and TRY to get your hands on the real stuff..I don't mean promises....I mean HANDS on. This is the precursor of a REAL second market developing..where those who need physical silver will start dealing only with a market that can legitimately provide it.
      Second...while this second market is forming..the REAL market...someone will at what looks like a large paper loss DEMAND delivery..and then the jig will be up. $12.50 silver is NOT $12.50 silver unless its deliverable.
      In any case...silver and gold are huge buys. Those afraid to prchase now are not going to make much later on..but then they never do.       Sep 08 10:04 AM
    • More on Russian Gas [view article]
      And you think Reagan was shortsighted or intellectually incapable because he didn't want long term supply agreements made with the Soviets!!?? Incredible...just ask any of Russia's recent partners how well they've kept their contractual obligations...let's start with BP and work our way East towards Sakhalin.
      Also...it seems that to be taken seriously one needs to understand the difference between natural gas and oil. The BTC pipeline is oil...natural gas is still a regional market...LNG facilities MIGHT be built for fractionation in the US..but since shale deposits are ALREADY delivery record amounts of nat gas I'd think reversing the flow of LNG towards Europe is in the realm of possibility.
      No one knows if the US can be energy independent..along the way to finding out nuclear will certainly play a role, as will compressed nat gas for vehicular transport.
      If the tone of your book is as pompous and pretentious as your article one can only imagine how enlightening the ten copies sold were.       Sep 01 03:57 PM
    • A Compelling Energy Ratio [view article]
      The kicker on ratios..whether it's oil/gas or gold/silver is always the outsized future production or discoveries. On the whole though, it's just another indicator that like silver, nat gas has incredible varieties of use, and just doesn't get lots of respect. The US could well consider LNG export terminals rather than fractionation sites..and start cutting Russian gas out of Europe...why not..they're such lovely people.
      Also...the previous post is testament to poor parental upbringing. Mommy either needs to keep him in his basement bedroom without a computer or supervise him. Truly a male no sober woman would touch.       Sep 01 10:13 AM
    • Allied Irish Banks: With 9% Dividend, This Bank Could Thrive [view article]
      notsosmart has picked the PERFECT screen name..I'll spare myself the thrill of his/her website. AIB most certainly will survive..and if people think property markets have fallen parabolically and may have further to go...then bide your time and Buy Ireland. The Irish market has ALL the earmarks of the geography of wealth and can rise almost as fast as the fall. When I see desirable destination and demographics change I'll start believing in long term housing declines. Aug 31 12:19 PM
    • The Top 10 Lowest Standard Deviation MLPs [view article]
      I like the effort..however, a few things to consider. Std Dev and Div Yield may or may not be reflective of Coverage..prospective resource development, prospective infrastructure development and the risk associated with those two elements...general market fears that might assymetrically affect MLPs in certain geographical locations..etc...
      I'd be more inerested in simply seeing a comprehensive screen for MLPs and Canadian Trusts that deals strictly with the coverage ratios..I'll draw my own conclusions.       Aug 31 12:08 PM
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