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Katchum

 
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  • Insatiable Demand For Gold And Silver From Both East And West [View article]
    That would be a primer, the U.S. hasn't bought any gold in 50 years.
    Nov 11, 2014. 01:22 AM | 3 Likes Like |Link to Comment
  • The Stock Market Will Turn When You Least Expect It [View article]
    Everyone thinks Janet Yellen is so dovish, but reality is that she has proven to keep her word on tapering. Let's let the market correct itself, see what happens and then act.
    Oct 16, 2014. 02:39 PM | 2 Likes Like |Link to Comment
  • The Real Picture Beneath The Strong Jobs Numbers [View article]
    And moreover, the strong jobs numbers are probably caused because extended unemployment benefits ended in 2014. Before 2014, people wouldn't work because they got these extended unemployment benefits, which created higher wage pressures for employers. And less vacancies/jobs as a result. Now that extended unemployment benefits have ceased, people will need to take a job because their benefits just ran out.
    Oct 10, 2014. 11:07 AM | 1 Like Like |Link to Comment
  • Smart Money Index: Prepare For A Crash [View instapost]
    I think it's time for an update...
    Oct 10, 2014. 01:46 AM | Likes Like |Link to Comment
  • Which Gold Miner To Choose Based On AISC [View article]
    In current market circumstances, SAU would be very risky at the moment. Its market cap is much lower than the initial capital costs for the project, which has a good 24% IRR. I'm just a bit worried about how they will get the money. Today you should invest in the profitable mines, not in speculative development companies.
    Oct 8, 2014. 01:12 PM | Likes Like |Link to Comment
  • Which Silver Miner To Choose Based On AISC [View article]
    Hecla has a lot of base metals, they sure do help reducing costs. For example if the zinc price goes up, that will help them a lot. I heard zinc is even rarer than silver going forward.
    Sep 25, 2014. 03:51 AM | Likes Like |Link to Comment
  • Belgium Housing Bubble Starts To Pop [View instapost]
    When you compare countries over the world, you can just find that the price to rent ratio is very high in Belgium. Also tax reforms are coming now as less subsidizing of home buyers will make housing less affordable in the future. Villa prices have come down substantially today.
    Sep 25, 2014. 03:23 AM | Likes Like |Link to Comment
  • Which Silver Miner To Choose Based On AISC [View article]
    Yes, it's amazing that they manage to produce higher revenues and higher production even at lower silver prices (just to make up on the lower margins). I would expect supply to decrease instead of increase, but the contradictory reality is a higher supply. So the silver price will keep decreasing until they finally stop producing.
    Sep 25, 2014. 01:56 AM | Likes Like |Link to Comment
  • Insiders Are Buying Hecla Mining [View article]
    James from this article claims that AISC is $8/ounce. I'm doubting the validity of that number. Can you confirm? http://seekingalpha.co...
    Sep 24, 2014. 04:01 PM | Likes Like |Link to Comment
  • Which Silver Miner To Choose Based On AISC [View article]
    Thanks for the number, will add that. I'm just wondering what's behind the big drop in AISC. Are you sure you're not just giving the cash cost number? Anyway, I updated it.
    Sep 24, 2014. 03:52 PM | Likes Like |Link to Comment
  • Silver Is Getting Scarce In Shanghai [View article]
    Why doesn't China buy its silver from London and sell it at a 11% premium in China? Just remove the import tax and bulk ship it over.
    Sep 9, 2014. 02:09 PM | Likes Like |Link to Comment
  • Will Silver Bounce Back? [View article]
    Any idea why China's silver premium is at a high of 11%?
    Sep 9, 2014. 02:03 PM | Likes Like |Link to Comment
  • Nyrstar Is Up To Something [View article]
    Good call about the issuance, investors are reacting positively on this news today.
    Sep 1, 2014. 03:39 AM | Likes Like |Link to Comment
  • All You Need To Know About ECB's Quantitative Easing [View article]
    I'm not so sure about what will happen, but when the euro goes down (Goldman Sachs slashed it to 1.20 just now) then any eurobonds won't do well. But European stocks will be very good.

    Also, deposits at the European banks will increase due to the money printing.
    Aug 29, 2014. 11:38 AM | Likes Like |Link to Comment
  • 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, 2014. 02:07 PM | 1 Like Like |Link to Comment
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546 Comments
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