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Katchum

 
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  • Allied Nevada Is A Sell Following Q2 Financial Results [View article]
    Nobody commenting on Soros who takes a position of 1 million shares in ANV?
    Aug 20 02:07 PM | 1 Like Like |Link to Comment
  • Allana Potash Nearing Construction Financing [View article]
    I wonder if they would approach the engineering company without financing. They did approach an engineering company, so financing should be almost in place. Just a little worried about the potash price.
    Aug 14 09:20 AM | Likes Like |Link to Comment
  • Now Is The Time To Profit From The Surge In Zinc Price [View article]
    Thanks for the numbers. I'm Belgian, so I'll definitely put some money in Nyrstar.
    Jul 26 05:23 PM | Likes Like |Link to Comment
  • The 2015 Recession Is Coming Based On Narrowing Yield Spread [View article]
    Recession only starts when the yield spreads intersect, which was in 2007.
    Jul 19 01:33 AM | Likes Like |Link to Comment
  • 5 Signs Of Inflation Presenting Themselves At Your Doorstep [View article]
    Look at the retroactive tax on deposits in Spain, if that isn't government created inflation, then what is?
    http://bit.ly/1vNbqEt
    Jul 6 07:48 AM | Likes Like |Link to Comment
  • Managed Money Short Positions: Predicting Short Squeezes In Gold And Silver [View instapost]
    Yes, very interesting site, although he reports things that are still very complex to me. I still need to find out what it's all about.
    Jun 1 08:26 AM | Likes Like |Link to Comment
  • Indian Gold Premium Drops 50% [View instapost]
    In Indian rupees, the gold price will drop drastically as the Indian rupee is now strengthening. As Indian people will start to buy more gold and the Indian premiums go down, the U.S. dollar gold price will go up as there is a clear negative correlation between Indian premiums and U.S. gold price. The lower the premiums, the higher the U.S. gold price.

    Indian people will be smuggling less gold and will be able to buy gold officially and more efficiently. I also expect the silver trade to slow down then, but that doesn't mean silver will drop in price as silver is ultimately correlated to the gold price, which should be going up. Especially as the large commercials are now reducing their short positions in both gold and silver.
    May 31 10:23 AM | Likes Like |Link to Comment
  • Time To Turn Bullish On Copper Again? [View article]
    I do not know SCCO but judging its performance it's just another copper miner which follows the copper price. It is exactly correlated with FCX, so if you buy FCX or SCCO, it's all the same. The only thing you need to follow is the copper price.
    May 26 09:38 AM | Likes Like |Link to Comment
  • Belgium Buys U.S. Treasuries That Nobody Wants [View instapost]
    Everyone but the Fed of course.
    May 16 05:00 AM | Likes Like |Link to Comment
  • Gold Demand And Capacity [View instapost]
    Speaking about India, I'm still amazed their premiums are so high (20% up from 15% last month) as some gold import restrictions on 5 Indian banks were lifted a month ago. I hope something changes in India.
    May 10 09:47 AM | Likes Like |Link to Comment
  • The Arbitrage Opportunity In Agriculture [View article]
    Indeed, but those tend to go the same way. Lately potash has underperformed the nitrogen fertilizer.
    May 9 03:52 AM | Likes Like |Link to Comment
  • The Arbitrage Opportunity In Agriculture [View article]
    Maybe so, but another company similar to POT, namely Yara International just announced a 5% share buyback. I don't think they would do such things when the outlook isn't positive.
    May 8 02:56 PM | Likes Like |Link to Comment
  • The Arbitrage Opportunity In Agriculture [View article]
    Well I think they will have ups and downs but the main thing I look at is food prices. When those rise, AGRO will benefit from it. It's widespread knowledge that farmland is a good investment, the price of these lands has gone up ever since 1980. Also I think now is the time to start investing in Argentina (and Brazil), when regime changes will come after 2015. Their bonds are in high demand as well.
    May 8 12:40 PM | Likes Like |Link to Comment
  • Depletion Curves: What Oil Depletion Teaches Us In Predicting The Silver Price [View instapost]
    This little oil boom in the U.S. has delayed the oil price move, but the extraction of oil will dramatically drop in the next few years. Prepare for it.
    May 5 05:16 AM | Likes Like |Link to Comment
  • China Slowdown Will Trigger Black Swan Event [View article]
    This is a very interesting one. Apparently the contango curve is correlated to the LME stock level. So depressed LME stock levels coincide with copper in backwardation. And we know that copper will decline when copper goes from backwardation to contango (or from low LME stock levels to high stock levels).
    Apr 12 12:22 PM | 1 Like Like |Link to Comment
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