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Mark Vierra  

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  • Investing In Gold: Is A Bubble Popping? [View article]
    I would agree with Gold not looking real good for the near-term but like any hedge is bound to suffer with the VIX so low and investor sentiment almost singing and dancing in the streets.
    I also think gold has lost a lot of its "safe haven" appeal over the currency / trade war (I'm currently working on an article on this.) Central banks are concentrating efforts in creating USD demand lest their own currencies devalue. Prop up the dollar as fast as the FED can print is the name of this game.

    Also, have some related material here:
    Mar 19, 2013. 02:21 AM | 1 Like Like |Link to Comment
  • 'Sell In May And Go Away' Might Come Early This Year [View article]
    I like TLT as a hedge. It gets down to $100 and I pull the trigger.
    FED can't print enough bonds for other central banks to buy in order to prop up the dollar from causing a rise in their currency.
    Gold will likely get a short-term fear of monetary collapse type of boost. Otherwise, historically Treasuries have proven to maintain perfect inverse correlation unlike gold that ultimately correlates with the stock market as I pointed out in these articles:
    Mar 12, 2013. 09:44 PM | Likes Like |Link to Comment
  • 'Sell In May And Go Away' Might Come Early This Year [View article]
    I like this article and have a similar view. I know it's a fools errand predicting market tops, but none the less, I think a healthy May pull-back and not some kind of change in the 4yr primary overall trend is a good thing to be prepared for.
    Nothing wrong in looking for good psychological (take some profit) areas and scaling back in, using technical analysis for reversal signs. I wrote an article on my time-line guestimate here:
    Mar 12, 2013. 08:27 PM | 1 Like Like |Link to Comment
  • The S&P, U.S. Dollar And The Fed [View article]
    Good points netbluesky, thanks.

    In my hypothetical GDP example I included flat because I am not only bullish on stocks (for the near term) but on USD/Treasury risk off assets as well. I think the instant reaction after some news of that type would be a short term diminished demand for the dollar resulting in even higher stocks and commodities. After the dust settles I think the USD would continue to show amazingly resilient strength due to (take your pick) the list of numerous whatever you want to call, bubbles or cliff's.
    In my opinion, divergences in the correlations (ie. inverse S&P/DXY and Gold/DXY) leaning to bullish everything Stocks, Gold, USD and Treasuries.
    Personally, I've been stalking TLT back in the 2010 low 90's. I missed out on my chance then but the S&P continues to make nose-bleeding highs and I keep moving into cash at some point I will be moving into TLT.
    For now, plenty wall of worry to climb. When everyone is singing and dancing in the streets and there are no more bears to be found, that's when....Blam! rug gets pulled.
    Nov 7, 2012. 01:05 AM | Likes Like |Link to Comment
  • The S&P, U.S. Dollar And The Fed [View article]
    Thanks, very interesting stuff.
    Nov 6, 2012. 01:46 AM | Likes Like |Link to Comment
  • Negative Correlation Between Gold And The Stock Market [View article]
    After reading this I was motivated to write up my own article.
    I joined to post this link to it:
    Basic easy to understand charts and analysis on this subject.
    Oct 19, 2012. 02:22 AM | Likes Like |Link to Comment