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John Polomny  

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  • An example of what can happen in Mongolia [View instapost]
    Jon Springer, do a search on Seeking Alpha, has an excellent primer on how to invest in Mongolia's stock market. It takes some work but it can be done and can be fruitful as I have talked about in other articles. I also know that several ETF's are on the docket along with some funds that are being established to invest in real estate.
    Dec 2, 2011. 12:24 PM | 2 Likes Like |Link to Comment
  • Quantitative Easing Should Benefit Gold [View article]
    Gold is up every year for the last ten years and is currently up over 25% for this year. Forget the short term gyrations and look at the facts. As long as we continue to have negative real rates gold will be heading higher. Bernanke has said the Fed does not intend to raise rates until at least 2013 so go figure.
    Nov 30, 2011. 12:55 PM | Likes Like |Link to Comment
  • Coal In Mongolia: The China Factor, Part I [View article]
    Awesome job Jon!
    Nov 29, 2011. 01:49 PM | 2 Likes Like |Link to Comment
  • Banro Corporation: An Appealing Precious Metals Play [View article]
    Michael,

    Good article and I agree that the political risk is more percieved than actual. This is true in many countries in Africa. Times are changing and I believe that bold investors will be rewarded as these percieved political risks melt away and these type of stocks are re-rated higher.
    Nov 29, 2011. 09:37 AM | Likes Like |Link to Comment
  • Mongolia Growth Group Raises Private Funds To Deploy In Country's Real Estate Market [View article]
    Jon,

    Regarding the insurance unit, I thought I read this week that the parliament in Mongolia passed the law requiring liability insurance. Did you see this anywhere? Great info and I will also be picking up shares in this offering.
    Nov 25, 2011. 10:56 AM | 3 Likes Like |Link to Comment
  • Time To Sell Gold [View article]
    Gold has been every year for the last ten years, in dollar terms, primarily because we have experienced negative real interest rates for most of that time period. As real rates are still negative due to the financial repression being carried out by the FED expect gold to continue higher until real rates exceed the inflation rate.
    Nov 22, 2011. 12:32 PM | Likes Like |Link to Comment
  • Heckmann Q3 Results Confirm Shale Strategy [View article]
    I do not think it is an either or proposition. Even after completion the wells produce water over their life. This water is usually brackish and must be treated properly. GasFrac is still ramping their services and adding capacity as it only has around ten frac sets last I checked. There are thousands of wells that will be drilled each year. The operators are not going to wait around for GasFrac to ramp up especially if they need to drill to hold a lease and a hydraulic frac will work. I am watching GasFrac but we maybe comparing apples and oranges as HEK does not frac wells.
    Nov 15, 2011. 08:44 PM | 1 Like Like |Link to Comment
  • Facing Retirement: Self-Sufficiency Trumps Everything [View article]
    You had to go to religion, ok lets do it. One of the ten commandments is not to steal. Taking money from me via the threat of force, even to "provide a minimum floor beneath which no American should fall" is stealing pure and simple. You have no right to steal from one group of strangers via the ballot box and give to another because you deem it right. You do have the right to give all your money to poor old people, many of whom spent 40-50 years working an have nothing to show for it, and I will think you are a wonderful person. You could preach to adult children that they have a repsonsibility to take care of their elderly parents. Instead you engage in sophistry about "libertarian claptrap" to justify your so called "patriotic" view.
    Nov 13, 2011. 10:40 PM | 3 Likes Like |Link to Comment
  • Increased Cash Flows Will Eventually Boost Gold Stocks [View article]
    Jim Cramer is the biggest reverse barometer of all time. As a finance degree research project somebody should go back and calculate what the returns would have been in a hypothetical fund that did the exact opposite of what Cramer recommended.
    Nov 1, 2011. 09:43 PM | Likes Like |Link to Comment
  • Cameco Is Finally Done Falling [View article]
    See my recent Instablog for another view.

    http://seekingalpha.co...
    Oct 30, 2011. 03:05 PM | Likes Like |Link to Comment
  • Cameco Is Finally Done Falling [View article]
    It appears that the recent bid by Cameco for Hathor and then the subsequent arrival of Rio Tinto's bid has marked the bottom of the uranium bear cycle.
    Oct 29, 2011. 12:55 PM | 2 Likes Like |Link to Comment
  • A Closed-End Fund To Hold Gold Stocks At A Discount [View article]
    Interesting as I got the discount to NAV from ASA's website which says that the discount was 8.2% as of 10/21/2011.
    Oct 28, 2011. 11:35 AM | Likes Like |Link to Comment
  • Crude Realities And The Price Of Oil [View article]
    You can't get three friends to agree to go to the same movie yet the reason the oil price is elevated is because of an evil cabal of criminals in Atlanta? Oil is a fungible commodity traded all over the world and its price reflects the demand and supply available. How do you explain the manipulation when the oil price crashes?
    Oct 26, 2011. 12:00 PM | 1 Like Like |Link to Comment
  • Namibia: The Next Hot Spot For Oil Exploration In West Africa? [View article]
    This is an excellent article and I was intending to write a similar one for SA. I really like how you discussed Marcio Mello and HRT. I have seen Marcio speak twice and I think the first lecture I heard him give was titled "Is God Brazilian?" because of the all the oil Brazil is endowed with. He has said many times that he thinks Nambia has more oil than Brazil, we shall see.
    Oct 26, 2011. 09:38 AM | 1 Like Like |Link to Comment
  • Uranium Miners Dig The Bidding War Over Hathor's Canadian Deposits [View article]
    The other significant event on the supply front arrives in 2013 when the Megatons to Megawatts program ends. The downblending of the Russian nuclear arsenal into reactor fuel will not be renewed by the Russians as stated by Putin. This supply has been filling the huge gap between mine supply and demand in the past. When this program ends there will be a very large supply/demand shortfall. This shortfall can only be filled with a much higher price for uranium. At current prices insufficient capital is being attracted to the uranium market to close this gap.
    Oct 24, 2011. 03:44 PM | 2 Likes Like |Link to Comment
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