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Francisco Martin  

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  • A Huge Rally for Equities Coming in 2011 [View article]
    A huge rally? Based on what? The Fed's QE? We all know - that is if history repeats itself, which it mostly does - that interventions are merely short term tools in the hope of creating a momentum, which will eventually be self sufficient. That would be a possibility, if our unemployment numbers were actually improving. Therefore, sorry to break the news to you, a crash is imminent. Look what happened in 2007; everybody was saying: Don't fight the Fed.
    Nov 5, 2010. 01:04 PM | 7 Likes Like |Link to Comment
  • Payrolls: Flat Is the New Up [View article]
    what is it called when you are out of work and your neighbour isn't? Nice try but word games are too silly for a very serious matter.
    Sep 3, 2010. 03:39 PM | Likes Like |Link to Comment
  • Payrolls: Flat Is the New Up [View article]
    2 years is not long? Why don't you ask a father of three if that is not long enough? And 25% is not far from what the actual reality is. Underemployment, part time employment and those who don't even bother anymore looking for a job. Take that into account and the truth looks much bleaker than you think.
    Sep 3, 2010. 03:02 PM | 5 Likes Like |Link to Comment
  • Payrolls: Flat Is the New Up [View article]
    Depression an overstatement? Don't think so. A recession doesn't usually last longer than 18 months. When did this pseudo, quasi "recession" or whatever you want to call it start? You make the math. To top it off - most likely in a deflation, no job creation, tax hikes and a moronic government more interested in being popular than doing something for this country. "Depression" seems like a very mild statement.
    Sep 3, 2010. 02:59 PM | 4 Likes Like |Link to Comment
  • China's Banks at Risk [View article]
    Mark Anthony, there has not been one single failure because China is a big believer of censorship. Do you really think you will ever know if such thing actually happens? No, you won't. There goes your optimistic view. Sorry to burst your bubble.
    Jul 30, 2010. 04:15 PM | Likes Like |Link to Comment
  • Just One ETF: Even With Deflation, None As Good As GLD [View article]
    Thanks David for explaining.
    Jun 4, 2010. 01:40 PM | 1 Like Like |Link to Comment
  • Just One ETF: Even With Deflation, None As Good As GLD [View article]
    Just as a quick side note. I am not cheerleading GLD; I am cheerleading the asset class it represents. You as the investor must decide in what form to use it. I may choose GLD, I may choose Futures or the actual bullion but this article is not intended to publicize the ETF. I am merely making a case for Gold. Making quick conclusions and/or conspiracy theories about an ETF is probably something that is attributable to the internet. Too many false "news" are all over cyber space and the fine line between reality and fiction is very often blured.
    Jun 3, 2010. 06:51 PM | 2 Likes Like |Link to Comment
  • Just One ETF: Even With Deflation, None As Good As GLD [View article]
    Hold it :)

    I am not Roubini or Marc Faber and I am not advising to have a great amount in Gold. I am talking about a 5% to maybe 7% position of your portfolio. I am not expecting a total collapse of our current system and a new socialistic regime taking over. All I am saying is: Hedge near term downside risks by investing portions of your portfolio in Gold.
    Jun 3, 2010. 06:43 PM | Likes Like |Link to Comment
  • Just One ETF: Even With Deflation, None As Good As GLD [View article]
    I couldn't disagree with you more. T-Bills? Now that is real value right there. Intrinsic value? Not so much. Good luck though.
    Jun 3, 2010. 06:37 PM | 1 Like Like |Link to Comment
  • Just One ETF: Even With Deflation, None As Good As GLD [View article]
    Good point market ace and I agree with you. But when you are dealing with clients holding millions of dollars in the asset, it might become a little cumbersome to hold the bullion or gold coins. If you can and if you have the logistics all figured out - go for the real thing.
    Jun 3, 2010. 06:35 PM | Likes Like |Link to Comment
  • Just One ETF: Even With Deflation, None As Good As GLD [View article]
    Emil, your thesis would work in a "normal" market scenario. What is normal nowadays? Your position is not validated by the fact that the USD has been on a very sharp recovery mode and Gold has rallied in tandem. Just food for thought. Conventional economics can be tossed out the window. The norm doesn't apply anymore.
    Jun 3, 2010. 01:22 PM | Likes Like |Link to Comment
  • Just One ETF: Even With Deflation, None As Good As GLD [View article]
    Lisa, SGOL or GLD? No difference really. I prefer GLD just because it has a longer track record and more assets under management. Using leverage for precious metal ETFs is not such a good idea, especially if you plan holding the asset for a longer period of time. I hope that answers your question.
    Jun 3, 2010. 01:20 PM | 1 Like Like |Link to Comment
  • S&P 500 Getting Close to 50-DMA [View article]
    VIX needs to touch the 45 level in order to be considered "through the roof". That said, I do believe we are entering a correction that will be in my humble opinion very rapid and very severe. China is trying to slow down the obvious real estate bubble by curbing bank loans, the Greek sovereign debt drama will without a doubt spill over to Spain, Ireland, Italy and Portugal. It doesn't look good.
    May 5, 2010. 12:41 PM | 1 Like Like |Link to Comment
  • Is the Recession Finally Ending? I'm Hopeful but Not Convinced [View article]
    This recession is not like the few past ones. It is closer to the one experience during the Great Depression. The only reason it is not felt as badly is that people are more mobile and we are in a Global Economy. Two major differentiators that were not part of the equation in 1929! That said, this is a bad one and we are not out of the woods yet.
    Aug 21, 2009. 12:59 PM | 7 Likes Like |Link to Comment
  • Cramer's Mad Money - Second Half of 2009 Predictions (6/26/09) [View article]
    Cramer is full of it! More wrong than right. Investors are waiting for another pullback and that is why volume has been so low. Can't stand Cramer and his cartoon-like sounds.
    Jun 29, 2009. 12:08 AM | 1 Like Like |Link to Comment
COMMENTS STATS
95 Comments
240 Likes