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Emmet Kodesh

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  • Reconsider Your Allocation To Precious Metals [View article]
    Thanks for the good comments, jargon,Bob and apberus. As I have written, there will be no taper unless they decide to crash the bond & housing markets &, thus, the economy. exk, thanks for the link. Many people understand that comex is a problem & that there is a growing gap between paper & phys metal. I wrote on this months ago, "Paper vs. gold." But the USA indeed is a major producer, 3rd in Au & 9th in silver, not far behind Russia which is 5. Take care. http://bit.ly/17WZHJX
    Sep 23 10:56 AM | 1 Like Like |Link to Comment
  • Precious Metals True To Form As Markets Wake To Reality [View article]
    Big Charlie, astute: blue scorpion & Alan points well-taken. Be well.
    Sep 20 03:25 PM | 1 Like Like |Link to Comment
  • Precious Metals True To Form As Markets Wake To Reality [View article]
    Jargon, very savvy, thanks: it's a key datum on how it works. Indiana too notes that taper talk perpetually massages the markets & whole sectors, especially PMs. Atkins on HFT is right: this is one of the pts Chilton made about "the shark tank" in his 9-13 speech. This sector is not only volatile but vulnerable & as I've noted, of particular interest to strong hands. Apberus is right but only up to a point, it depends on issues of governance & the degree to which society holds together. Thanks for reading & take care.
    Sep 20 11:39 AM | 4 Likes Like |Link to Comment
  • No Taper Is A Gift: Sell All Long-Term Bonds Now [View article]
    The currency crisis is in the process of occurring: it is a process. This fellow may be obtuse but he has 6100 followers like the pied piper of Hamlin. The major networks have many viewers. Peace...
    Sep 19 02:23 AM | 8 Likes Like |Link to Comment
  • No Taper Is A Gift: Sell All Long-Term Bonds Now [View article]
    There will not be any economic "normalization," that's gone, tired, old thinking. This is zero macro insight. Yes, fixed income in time will crash by itself or sooner, by design: it is hard-wired. However, it is very likely that for 3-6 months at least long term can be held for yield and then traded after nav appreciates, but one would need to buy soon in order to profit. I wrote a week ago it would be mistaken to totally exit bonds because action like Wednesday was likely. best
    Sep 19 02:20 AM | 13 Likes Like |Link to Comment
  • A Don't Look Outlook: Stay Loose [View article]
    I.I., good points but the general discussion holds. Jargon & Alan, thanks.
    Sep 18 08:56 PM | Likes Like |Link to Comment
  • Will Precious Metals Remain Dangerous? How To Play [View article]
    Yes, physical will 'disappear.' However, a main subtext of last two pieces is not to expect an end to fiddling no matter what occurs & to adapt accordingly. Thanks jargon, all the best.
    Sep 16 03:12 PM | 1 Like Like |Link to Comment
  • Will Precious Metals Remain Dangerous? How To Play [View article]
    Thanks Kyle and Ratnam, you make good points. The best Co's remain the key takeaway. Take care.
    Sep 16 11:02 AM | Likes Like |Link to Comment
  • Sprott Resource Announces Sale Of Gold And Continued Buyback [View article]
    Sensible, insightful and clearly explained: this is a fine article and valuable service to investors.
    Sep 15 03:54 PM | 1 Like Like |Link to Comment
  • Precious Metals: Is It Time To Exit? [View article]
    Thanks Free State. You're using HL correctly. Yes, hold to FCX. Also, recall my piece, "Uncorrelated Assets Can Buffer Turbulence." Note that the 3 Co's I hightlighted there, FCX, VNR & RVRLF performed strongly when general indices dropped last week and were green when PMs crashed. Good entry pts are being created. Best.
    Sep 14 10:33 PM | Likes Like |Link to Comment
  • Precious Metals: Is It Time To Exit? [View article]
    "The recent plunge is in the process of creating attractive entry points for the best companies." This article clearly is not about rushing to the exits. Agbug, thanks and with best.
    Sep 14 10:30 PM | Likes Like |Link to Comment
  • Precious Metals: Is It Time To Exit? [View article]
    Thanks: your points are well-taken. Regarding inflation, anyone who buys their own groceries, pays their own bills and looks at the rising homes prices reported (c. 13% y/o/y) knows that inflation is 6-10%. See my article, "Recession 2014? No, it's Here Now." Also, to gain, read "Low-Debt Growth Co's to Buy after Correction." take care.
    Sep 13 08:04 PM | Likes Like |Link to Comment
  • Precious Metals: Is It Time To Exit? [View article]
    Physical Rec & everyone, thanks for the appreciative words. AG, EXK, EGO, AUY are excellent. Suzuaka et al, ABX under $18 should be a great buy. TD Securities & merrill Lynch recently have upgraded it to buy w 2013 price target of $25. It's W. Hemisphere sites are very high quality & low cost. Hope you are followers & thanks for reading. Take care.
    Sep 13 11:49 AM | Likes Like |Link to Comment
  • S&P Higher Highs Are Trending But Cautions Abound: Outlook [View article]
    As it says, "the macro outlook argues [for] caution." And the title states, "Cautions Abound." As for PMs, it doesn't say sell out, not at all. It says wait for the sell down to abate before buying. Read the piece, "Re-Balance to Buffer Crises" for fuller guidance. Thanks.
    Sep 11 02:59 PM | Likes Like |Link to Comment
  • S&P Higher Highs Are Trending But Cautions Abound: Outlook [View article]
    In response to some queries, to reiterate the point made above about not fully exiting bonds, note that short, intermediate, & long term vanguard ETFs, VCSH, VCIT and VCLT all are green today. Bonds remain a potential mine field but this action indicates that policy is not set in stone & fixed income retains a limited role. Thanks.
    Sep 11 02:06 PM | Likes Like |Link to Comment
COMMENTS STATS
593 Comments
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