Peter Cooper

Will The U.S. Dollar Crash?

Yes but strange to have this post just as the dollar has gone up! This is surely temporary, although it will come with a correction in stocks. But later this year oil and gold should rally and the dollar tank, see:
arabianmoney.net/2009/.../

Sucker's Rally Approaching an End

Many thanks to everybody for some excellent comments, almost entirely devoid of abuse which is rare on websites these days.

But I am an independent investor in a comfortable position and not a sourpuss who missed the rally - indeed it has improved my own long-term holds nicely. I am also an independent journalist building a financial comment website in the Middle East and just trying to understand what is going on in our world.

However, the parallels with 1929 are uncanny - and I think the huge slump in global trade and GDP on a scale quite unprecedented in my lifetime are the real issues here. To expect stocks to rally very much further against this headwind looks over optimistic even for the natives of America.

If you want more a more detailed comparison of the 1920s to the 2000s have a look at this item. I can not write a thesis in 400 words but this is a summary:

arabianmoney.net/2009/.../

Best Investments for Rising Oil

Time to short oil? These prices rises are completely unsustainable in the worst recession since the Second World War. Is this not obvious when you think about it, see:
arabianmoney.net/2009/.../

Commodities: Another Bubble Forming?

Absolutely a bubble, but still growing and likely to get much, much bigger. $2,500 gold only gets back to 1980 when adjusted for inflation, and silver is the best leverage to gold, see:
arabianmoney.net/2009/.../

Where the Big Money Is Betting Big

Smart money is indeed moving into gold. There was plenty of signs of it this last week with gold closing higher again and stocks down, see:
arabianmoney.net/2009/.../
The next debate will be over which junior gold stocks to buy for maximum gain - but not just yet as that strategy was a disaster last year! Then again the smart money would be looking now...

What Gold's Breakout Means for Stocks

Stocks are already up 50%, the switch towards gold and bonds indicates an imminent correction.

Is the U.S. Dollar Headed for a Mighty Crash? Part I

Judging from the advance in gold over the past couple of days you would have to conclude that the dollar is heading for the pits. The gold chart is pointing back to $1000 and this could be the third and final assault. This is the time to get back into gold or you will regret it. Chasing equities would be the wrong rally to jump into, gold and silver are the only show in town, see:
arabianmoney.net/2009/.../

Understanding the Dollar's Reversal: Who Will Feel the Pain?

Plenty of other reasons for equities to correct at this stage after such a long rally since March. But it is far too early to say if this new dollar strength is more than a flash in the pan down which the dollar has been heading for years. I would not touch equities for many other reasons, see: arabianmoney.net/2009/.../

Washington's Dilemma: This Isn't a Recession, It's a Collapse

What this post suggests is inevitable in my view, and I can not for the life of me see why Americans are so optimistic and resilient when the evidence points to the reverse (as President Obama commented recently). It is not just the state budgets, far more obviously bad is the global trade picture which nobody spends much time analyzing, see: arabianmoney.net/2009/.../

Oh, So Now There Are No Green Shoots?

Does this not mean it is time to short the market? What we are seeing is mindless optimism about a recovery that is just not happening, and already written into stock price.

Will $1,000 Gold Signal a Rush to Buy Juniors?

I would assume Mr Sinclair's fellow investors in Tanzania have also seen the property - when you say 'to my knowledge' I presume you have some long acquaintance with this gentleman and would know? Or are you just making facetious comments for the sake of it?

And how dare you describe my articles as 'totally fictional' - that is libelous. The article on Rothschild was based on the huge study 'The World's Banker' by Niall Ferguson. I would not presume to make anything up about the Rothschilds.

The Coming Economic Collapse, Part 2

The oil price rise above $70 is going to crash the global economy again, this is the next down leg and it is already there, see:
arabianmoney.net/2009/.../

Will $1,000 Gold Signal a Rush to Buy Juniors?

Please do send me your favorite junior tips - I am compiling an article and would welcome new ideas.

Incidentally Jim Sinclair does not strike me as a Bernie Madoff - his website is dedicated to transparency not obfuscation!

12 Stocks in Focus for the Obama Era

Marc Faber is still hot on commodities but he thinks President Obama is a disaster for the US, hear the latest comments from this brilliant commentator on this post:
arabianmoney.net/2009/.../

Is It Tea Time for Gold?

Absolutely with you all the way on this, always difficult to get the timing exactly right but this is looking great, see:
arabianmoney.net/2009/.../