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John Miller

 
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  • New Gold Discoveries Plunge, Peak Gold In 2015 Predicted [View article]
    Merian is great add for Newmont. Only draw backs are the 4 million resources was estimated using $1300 gold price and higher political risks than average of the portfolio. Been working on a piece about Merian this week.
    Dec 26, 2014. 12:26 PM | Likes Like |Link to Comment
  • New Gold Discoveries Plunge, Peak Gold In 2015 Predicted [View article]
    When you have any trouble getting back year gold Eagles and Maples near spot please let me know.
    Dec 26, 2014. 10:42 AM | Likes Like |Link to Comment
  • New Gold Discoveries Plunge, Peak Gold In 2015 Predicted [View article]
    Thanks for the post and the heads-up on grades.
    Dec 25, 2014. 01:36 PM | Likes Like |Link to Comment
  • A Snapshot Of Central Bank Thinking [View article]
    When you say the ECB's credibility is on the line what do you mean? They are credible in their talk to buy sovereign bonds with little sterilization? Or do you mean the opposite, that if they choose to monetize the PIGS debt that ruins their credibility?
    Nov 27, 2014. 12:16 PM | Likes Like |Link to Comment
  • Despite Recent Blood, Gold Crushing S&P 500 Total Return [View article]
    Means prices are way down recently, also plays off the "blood in the streets" discussion in the article. Did you really not know or just.....?
    Nov 25, 2014. 01:16 PM | Likes Like |Link to Comment
  • Gold Shorts Welcome Draghi To The Rescue [View article]
    I did carefully read your article and others you have posted recently and think you have good points but.....

    You said:

    "U.S. inflation worries or not, if the ECB acts in a manner similar to the BOJ, the dollar is supported further. It is precisely dollar support that has driven the price of all commodities lower lately, and it is behind the determined drive lower in gold."

    I am saying that longer term this is not set in stone. Look at the DXY to Gold chart.

    I will add again that receding inflation concerns in the US would be positive for gold because it would limit US rate hikes. I think you think inflation would be good for gold prices but don't want to speak for you.

    I am not trolling you, just trying to discuss, please do not respond to me to read the article, I am honestly trying to understand your points.
    Nov 21, 2014. 08:58 AM | 1 Like Like |Link to Comment
  • Gold Shorts Welcome Draghi To The Rescue [View article]
    One assumption you may have wrong (sorry if you are not saying this) is the assumption that a weaker Euro and dollar strength will be bad for gold in the mid-term. Take a look at the DXY to Gold price chart in this article: http://bit.ly/1F8eShE

    I'll add that if inflation fears wane the Fed will use this as an excuse not to raise rates. I think you are assuming if inflation fears continue that it would help gold. I think it is the opposite.
    Nov 21, 2014. 08:38 AM | Likes Like |Link to Comment
  • Gold Eyes ECB, Preps For Eurozone QE [View article]
    I think the basic idea is to add liquidity. Keep in mind they would basically be crediting bank accounts Euros. Also to drive up asset prices to create the wealth effect and generally raise prices in the whole system which could have a trickle around effect. Explanation is not an endorsement.
    Nov 20, 2014. 04:00 PM | Likes Like |Link to Comment
  • Precious Metals: Timing And Flexibility Is The Key To A Successful Trade [View article]
    The perma-bulls never capitulate and my guess is the Chinese jewelry buyers were back in force at $1200 in October. We will see if Fed still really still plans 2015 rate hikes at Dec meeting. Can they allow dollar strength to go into first quarter? If they don't take accommodative stance what happens to the SPY. In any case Japan and ECB expanding balance sheets. Down side seems limited here.
    Nov 20, 2014. 03:37 PM | 1 Like Like |Link to Comment
  • Golf And Hunting Are Crippling Dick's Sporting Goods [View article]
    The seasonality of the revenue in the first chart is very cool. Great growth but as you point out, sales does not cure all ills as earnings are stagnant. How is the debt situation, P/E and share count?
    Nov 20, 2014. 11:11 AM | Likes Like |Link to Comment
  • Ebola Risk Threatens Randgold Resources In Mali [View article]
    Fortunately latest cluster is a little more distant from Kayes region. New cluster is in Bamako.
    Nov 18, 2014. 05:07 PM | Likes Like |Link to Comment
  • Despite Recent Blood, Gold Crushing S&P 500 Total Return [View article]
    I think he was making a humorous statement/point and my answer was somewhat tongue-in-cheek. But of course, if you keep the yellow rocks in your wall or under the floor you can limit your counter-party risks.
    Nov 7, 2014. 06:34 PM | 1 Like Like |Link to Comment
  • What Does The End Of QE Mean For The Precious Metals? [View article]
    agree^^^^^
    Nov 7, 2014. 05:49 PM | Likes Like |Link to Comment
  • Despite Recent Blood, Gold Crushing S&P 500 Total Return [View article]
    Your interest comes in the form of zero counterparty risk.
    Nov 7, 2014. 06:34 AM | 2 Likes Like |Link to Comment
  • Despite Recent Blood, Gold Crushing S&P 500 Total Return [View article]
    Opportunity
    Nov 6, 2014. 04:09 PM | 1 Like Like |Link to Comment
COMMENTS STATS
70 Comments
18 Likes