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Lior Cohen  

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  • Will Goldcorp Reach Its Production Goals? [View article]
    It does seem to be the case, that's why I also pointed out GG didn't reach its goals last year.
    Apr 14, 2015. 07:01 PM | Likes Like |Link to Comment
  • Will Goldcorp Reach Its Production Goals? [View article]
    Thanks Angelo. IMHO USD is likely to keep heading up especially if and when the FOMC starts raising rates. If so, gold could actually suffer from a stronger USD.
    Apr 14, 2015. 07:01 PM | Likes Like |Link to Comment
  • GLD Gains From Weak Labor Market [View article]
    Thanks for your comment. I think the word causation is actually used way too often. I tend to be careful in my language and use the term correlation instead (although I too sometime suggest a cause and effect relation). It's hard to deny a correlation -- a causation is a different story. Not for nothing even when you use a regression and use the usd/yen and NFP shift from expectations to explain the variance of gold percent change, both variables remain significant (10% alpha) and R sqr of 0.4. This isn't an air tight conclusion but not a bad direction to get a better grasp of the market's reaction.
    Apr 6, 2015. 07:26 PM | 1 Like Like |Link to Comment
  • Silver Wheaton's Road Ahead [View article]
    You can see here one more detailed explanation
    http://nyti.ms/yX0UYJ
    Apr 1, 2015. 10:13 AM | Likes Like |Link to Comment
  • Does Caterpillar Have A Silver Lining? [View article]
    Yup, it could take a long while for this CAT to revive -- definitely not a short term play. But keep in mind that market expectations and all that jazz could drive this stock higher if we were to see commodities prices rally.
    Mar 27, 2015. 09:31 AM | Likes Like |Link to Comment
  • Is The Brent-WTI Spread About To Widen? [View article]
    It's more common to express it in dollars, but one could use percentage to show the changes-- keep in mind the deviations on these levels are very high.
    Mar 27, 2015. 09:29 AM | Likes Like |Link to Comment
  • Is The Brent-WTI Spread About To Widen? [View article]
    Thanks Stevlg!
    Mar 27, 2015. 09:25 AM | 1 Like Like |Link to Comment
  • Will Apple, Russia And India Bring Back Up GLD? [View article]
    Thanks Stan!
    Mar 24, 2015. 12:47 PM | 1 Like Like |Link to Comment
  • Will Apple, Russia And India Bring Back Up GLD? [View article]
    Thank you for your kind words.
    Mar 24, 2015. 04:17 AM | 1 Like Like |Link to Comment
  • Will Apple, Russia And India Bring Back Up GLD? [View article]
    I wanted to talk about demand but to refer to some of the major and recent changes that could drive up the demand for gold (the changes not the state). China is the largest consumer of gold but I didn't see any big changes in China's demand for gold to call for a reference. Not for nothing China's GDP is expected to grow slower this year. So China's demand may actually slow down this year.
    Lior
    Mar 23, 2015. 07:02 PM | 5 Likes Like |Link to Comment
  • The FOMC Keeps SLV Alive [View article]
    Hi Blake Burgess, thanks for your comment. I have talked about this issue in the past numerous times and didn't wish to belabor regular readers. Here is one post that covers this issue for gold: http://seekingalpha.co...
    And here is the article by Krugman that details the theory behind this assertion
    http://nyti.ms/yX0UYJ
    Lior
    Mar 19, 2015. 06:27 PM | Likes Like |Link to Comment
  • Will The Next FOMC Meeting Bring Down GLD? [View article]
    http://bit.ly/1xeC5AZ
    Mar 18, 2015. 11:05 AM | Likes Like |Link to Comment
  • Arch Coal Continues To Lose Ground [View article]
    This was a mistake, which was corrected. Thanks.
    Mar 17, 2015. 07:16 PM | Likes Like |Link to Comment
  • Will The Next FOMC Meeting Bring Down GLD? [View article]
    Thanks for your comment.
    FYI, yields have actually come down between 2000 and 2003 -- http://bit.ly/1Dvs447
    Mar 17, 2015. 03:59 AM | 2 Likes Like |Link to Comment
  • Is Cheniere Energy Still A Worthy Investment? [View article]
    You are right, it's CQP, thanks for pointing it out. I made the correction. Lior
    Mar 13, 2015. 05:19 AM | Likes Like |Link to Comment
COMMENTS STATS
222 Comments
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