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Jason Hamlin

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  • Worldwide Silver Shortage As Premiums On Silver Eagles Reach 40% [View article]
    ALL of the reputable dealers that I have checked are asking for $5+ over spot on ASEs. Ebay IS the free market and there are hundreds of people buying and selling silver eagles, so there is liquidity and price discovery. If one guy wants to charge $40 per coin, his auction will end with no buyer. The prices I quote from Ebay are "sold" auctions, not asking prices.
    Apr 24 07:36 PM | Likes Like |Link to Comment
  • Worldwide Silver Shortage As Premiums On Silver Eagles Reach 40% [View article]
    I am not inflating the premiums. Those are the quotes that I received yesterday from the two dealers that I called, which normally have very low premiums. $4 over spot is a good price for philharmonics right now. Which dealer has them at that price? Assuming there is indeed quantity available at $27 from this dealer, you could buy at that price and easily sell them for $32 or $33 each on Ebay.
    Apr 24 11:27 AM | Likes Like |Link to Comment
  • Worldwide Silver Shortage As Premiums On Silver Eagles Reach 40% [View article]
    Agree, I like PSLV too and view is as far superior and more trustworthy than SLV. I wonder how difficult it is to take delivery of those 10,000 ounces and what fees are involved? Something to consider, perhaps with a group of others if an individual doesn't want the full $250,000 worth.
    Apr 24 11:24 AM | Likes Like |Link to Comment
  • Worldwide Silver Shortage As Premiums On Silver Eagles Reach 40% [View article]
    I can assure you that had no intention of being "somewhat misleading." I am pretty sure that saying "sometimes as high" doesn't imply 20% is the average premium. Of the 60 or 70 instances that you pulled since early 2007 it has only traded at a discount 4 times with the average premium somewhere around 8%. I think that supports my claim that it rarely trades at a discount, but let's not split hairs, eh? Thanks or the clarification.
    Apr 24 11:22 AM | 5 Likes Like |Link to Comment
  • Worldwide Silver Shortage As Premiums On Silver Eagles Reach 40% [View article]
    Well, depends on which market you are referring to. Is the paper COMEX market right at $23 or the free market right at $33? I am just pointing out the growing gap, which has not been this large in a long time. You can take whatever you want from this analysis.
    Apr 24 11:14 AM | 1 Like Like |Link to Comment
  • North American Palladium Management Discusses Q4 2012 Results - Earnings Call Transcript [View article]
    @tealone

    Check out the newish Sprott ETF: SPPP
    Mar 5 12:28 PM | Likes Like |Link to Comment
  • Pent-Up Potential For Precious Metals In 2013 [View article]
    I don't imagine the Chinese gold ETF will allow any more market manipulation that what is already possible with the hugely liquid GLD and SLV in the U.S., not to mention the futures market. I would also imagine manipulation using this ETF would be less likely than in the U.S., where the regulators are owned by those they regulate.

    $2,400 gold in the next 12 months is just a guess based on the trend channel in the chart. Short-term price forecasts are pretty ridiculous, but people seems to want them nonetheless.
    Dec 6 01:45 PM | 1 Like Like |Link to Comment
  • Don't Fret Over The Shrinking PSLV Premium [View article]
    I understand the benefits: redemption for relatively small amounts, potential tax advantages, the metal being stored in Canada and perceived reduction in risk of custodial fraud.

    What I don't understand is why investors are currently forgetting these benefits or why they are no longer willing to pay a premium for them.

    And if they have forgotten the benefits now, why would they suddenly remember again when silver starts going up? Aren't the benefits equally valuable in a consolidation/correction phase as they are during a strong uptrend?
    Nov 20 05:08 PM | 1 Like Like |Link to Comment
  • Gold Seasonality Chart Shows November As Strongest Month [View article]
    The average gain is listed at the top of the chart at 1.5%, so the math to get deviation from the average is not hard. I added an indexed chart which accomplishes this, but the actual chart doesn't change much:

    http://bit.ly/Yt8IGk
    Nov 6 08:49 PM | Likes Like |Link to Comment
  • Gold Seasonality: Can We Profit From It? [View article]
    A better seasonality chart: http://bit.ly/Yt8IGk

    You can index this chart because the later months will always show higher prices than the earlier months, mainly due to prices continually ascending. Better to compare each month versus the previous and plot the average gain over time.
    Nov 5 01:16 AM | Likes Like |Link to Comment
  • Another Healthy Correction For Gold And Silver [View article]
    I agree with your point on the absence of free markets. I guess I was trying to say that physical buying will eventually overwhelm paper manipulation and the spread between the paper price and actual price to acquire physical will widen considerably. Price discovery will no longer occur on the manipulated paper markets at some point soon, in my opinion. Premium to spot will skyrocket when physical buying creates shortages.
    Mar 19 06:10 PM | Likes Like |Link to Comment
  • Another Healthy Correction For Gold And Silver [View article]
    Their entire power structure is based upon the acceptance and use of fiat money. Rising gold and silver prices signal the decline in fiat paper, which would crush bankster profits. They also make a fortune shorting precious metals at times when both fundamentals and technicals convince most investors that the price should be climbing.

    Banks do not want investors piling into an asset outside of their system and reach. Physical metals have no counter-party risk and can exist outside of the banking system. They would much rather you keep your money in their stock market, savings, CDs, money markets, etc. so they can continue siphoning away your wealth.

    Lastly, I see the banks and governments pretty much as one at this point. Governments need fiat to continue deficit spending, imperial wars and the avoidance of bankruptcy at this point. Rising precious metals prices also signal inflation, a failure of government/FED policies and angry voters. As if 10% congressional approval isn't already bad enough.

    I'm sure there are some other reasons that I am missing, but those are the core ones as I see it.
    Mar 18 03:34 PM | 8 Likes Like |Link to Comment
  • Another Healthy Correction For Gold And Silver [View article]
    Thanks for the comment. I agree and will modify this point going forward. I have core positions that I do not trade and some trading positions that I will occasionally sell on a rally/good news. But overall, our views are aligned. Buy the dips and ride the rallies. I will borrow that if you don't mind ;)

    My target sell is when participation in precious metals is similar to participation in real estate in 2005. I would guess this top will occur at some point between 2015 and 2020, with gold and silver well above their inflation-adjusted highs. As a cycles investor, I will look to shift to another asset class at that time, most likely income-producing real estate.
    Mar 18 03:25 PM | 3 Likes Like |Link to Comment
  • The Time Is Now To Buy Bank Of America [View article]
    $86 billion
    Amount that Bank of America Corp. owed the central bank when then-CEO Kenneth D. Lewis wrote shareholders saying that he was at the helm of "one of the strongest and most stable banks in the world" on Nov. 26, 2008

    Not to be trusted
    Jan 16 04:50 PM | Likes Like |Link to Comment
  • Calculating A Proper Valuation For Silver Wheaton [View article]
    Agree with other posters. The conclusion based on the analysis should be that SLW is fairly or slightly UNDERvalued. They also command a premium to other silver companies since their royalty model entails less risk and lower fixed costs.

    I think Aurcana Corp and Minco Silver are undervalued relative to other silver companies. Just my two cents.
    Jan 16 11:47 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
152 Comments
224 Likes