Henrique Simoes

John Paulson Piles into Gold; George Soros Sells Petrobras and Potash

I have been more bullish in Silver then Gold.

I think a long SLV / short GLD position would be a very good one. I am going to write a piece about that in the Oil Trader`s Blog.

The historical ratio between Gold and Silver is near an all time high.

John Paulson Piles into Gold; George Soros Sells Petrobras and Potash

Good article.

Doug Casey is also very bullish on gold stocks.

I think the way to go is to short Oil and S&P Futures as I have been doing. By the way, I am doing an experiment and posting my real time trading decisions on my website.

Regards

Time for the 'Commodities Contrarian Contango' with Precious Metals and Energy

Good article, Marc.

I am short oil and I have been posting my real time trading decisions in my blog.

Basically and in a simplistic way, I am short because underlying conditions will prevail. Oil will trade back down to the low fifities in a jifty.

Oil Breaks Below $38; Bespoke's Commodity Snapshot (12/18/08)

Who could imagine just a few months ago that oil futures could trade at 36 dollars a barrel? Pretty amazing. In the financial markets the old and bold traders tell you all the time to expect the inexpectable. Planning for extreme scenarios is absolutely necessary for survival in the markets these days.