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Retirefund

 
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  • A Call On A Market Top And Why Gold Is Imploding [View article]
    How does this explain the extreme increase in physical gold and silver buyers this past week? It seems that the metric used for the gold price (GLD et al) does not capture the interest in the physical side, especially in Asia, but to a lesser extent, here in North America.

    Why would China import 835 tons of gold last year, while keeping all of it's own production (It is the number one producer in the world today). How do you explain why 86% of the total worlds production of gold last year went to three countries, China, India and Russia.

    To me it sounds like a massive transfer of wealth from West to East, on a scale never before seen. How does this factor into your analysis/equation?
    Apr 23 10:49 AM | Likes Like |Link to Comment
  • 2 Gold Stocks And A Potash Company With Recent Intensive Insider Buying [View article]
    Good article! I am long BRD and have added to my position, along with several other small gold, silver, platinum, lithium and graphite miners. The recent drop in the gold price was paper made. No one could sell off that much physical gold in that period of time, without a major buyer standing in the wings. It is manipulation, pure and simple. I own physical gold and silver as well, and won't be selling any for some time. Thanks again for your article.

    Here is a very interesting article on the subject printed today by J.S. Kim, a renowned gold bug. Whether you agree or disagree, he makes a strong argument for the physical stuff (and miners of it)...http://bit.ly/17J8Umq
    Apr 22 11:38 AM | Likes Like |Link to Comment
  • Do You Believe In The 12 Rules Of Goldbuggery? [View article]
    Ditto.....A U.S. centric investment mindset is an albatross around the neck of some investors today. There are over 7B people on the planet (in the world market) and less than 5% are Americans. Even if the U.S. economy is 25% of the total market (a shrinking proposition) There is still currently 75% of the market that is not in the U.S. and does not think NA centric.

    A rising middle class of 3 Billion people will dictate future prices of gold (and everything else for that matter). Combined with quantitative counterfeiting in the west, gold looks like a pretty good investment from this perch!
    Apr 21 12:57 PM | 1 Like Like |Link to Comment
  • Gold: A Bright Shining Lie? [View article]
    Over the past year 86% of the entire worlds output went to three countries, China, India and Russia, perpetuating a massive shift of the gold supply from west to east, and the recent manipulation by bullion banks will only increase this massive transfer of wealth. (Although their short term profits in shorting and manipulation will be spectacular) (yes there has been a massive manipulation by JP Morgan et al see...http://dld.bz/cyExH)

    This transfer does not even take into account the gold production of the worlds largest producer, China which does not export any of it's gold production!! China imported 835 tons last year while holding on to their entire production. Maybe they have figured out that true wealth is held in such instruments, and not in paper issued through quantitative counterfeiting like the Dollar and Yen.
    Maybe they looked at their history books, or better still, the history boooks of the West, where it is written that "every fiat currency" is doomed to failure at some point.

    When this all ends, it will end very badly for the west! As Sir Winston Churchill once said, "The United States always does the right thing, after it exhausts all other avenues"! I just hope it won't be too late to stop this massive transfer of wealth.
    Apr 19 03:26 PM | 3 Likes Like |Link to Comment
  • Shale Oil Is A Big Game Changer For Dow-To-Gold Ratio [View article]
    Yes the U.S. produces more oil due to fracking etc, however almost all of the new production is exported now for greater prices from foreign buyers! Producers always go where the money is.

    The main reason is, U.S. gas producers are "required" to purchase/add 10% ethanol, thereby greatly increasing price by buying an additive that is no longer needed. It is mandated by law (a law written before fracking became the norm) so, sellers are shipping out the new reserves in huge quantities for much better prices to locales where ethanol is not mandated! They get paid in Brent (as opposed to wti oil) prices.

    This will lead invariably to higher gas prices even though we produce more oil now!

    Why do you think there is so much pressure to build the new pipeline from North to the refiners and Tankers in the south? 80% of it will not be for U.S. consumption.

    Regarding gold, Over the past year 86% of the entire worlds output went to three countries, China, India and Russia, perpetuating a massive shift of the gold supply from west to east, and the recent manipulation by bullion banks (JP Morgan et al) will only increase this massive transfer of wealth. (Although their short term profits in shorting and manipulation will be spectacular)

    This transfer does not even take into account the gold production of the worlds largest producer, China which does not export any of it's gold production!! China imported 835 tons last year while holding on to their entire production. Maybe they have figured out that true wealth is held in such instruments, and not in paper issued through quantitative counterfeiting like the Dollar and Yen.
    Maybe they looked at their history books, or better still, the history boooks of the West, where it is written that "every fiat currency" is doomed to failure at some point.


    When this all ends, it will end very badly for the west! As Sir Winston Churchill once said, "The United States always does the right thing, after it exhausts all other avenues"! I just hope it won't be too late to stop this massive transfer of wealth.
    Apr 19 03:12 PM | 2 Likes Like |Link to Comment
  • Technical Intermarket Analysis Of Commodities, Bonds And Stocks Raises Bear Market Targets For Stocks [View article]
    Where do commodities fit into your picture?
    Apr 17 03:19 PM | 1 Like Like |Link to Comment
  • Winner Takes All: The Super-Priority Status Of Derivatives [View article]
    Thanks for this Excellent article. It is an enlightening public service to say the least!

    Most people do not understand the legal implications of deposits (loans) to banks, and that they do not actually own their deposits, the bank does......http://seekingalpha.co...
    Apr 10 10:30 AM | 5 Likes Like |Link to Comment
  • Why I Am Not Selling Gold [View article]
    When this chart trend reverses, and it will, the reversal will be quick and violent. Also, I don't mistake etf's for actual physical gold. That would be a huge mistake in this environment. Physical gold silver, platinum and palladium are in high demand, and individual ownership of these hard assets will not show up clearly on any chart right now.

    Holding gold or silver in any institution right now equates to holding cash in that: it is considered a "loan" by the bank or institution and can be frozen, and sold off, legally, and you take the loss if, for instance, the "Cypress effect" occurs.

    Owning at least "some" physical gold, silver, platinum and/or palladium is prudent at this time!
    Apr 8 03:56 PM | Likes Like |Link to Comment
  • 10 Undervalued Bank Stocks For The Long Haul [View article]
    Yea, I guess that, if you can't beat the banksters like JPM then maybe you can join them. Hold your nose, and jump right in!!
    Apr 8 03:42 PM | Likes Like |Link to Comment
  • Gold, Redeemability, Bitcoin, And Backwardation [View instapost]
    An excellant article and explanation of backwardation in the gold trade. You point out that:

    "When bad credit eventually is repudiated, gold will endure"

    You may now include Silver and platinum in that assessment....
    http://seekingalpha.co...
    Apr 4 10:46 PM | Likes Like |Link to Comment
  • All That Glitters Is Not Gold [View instapost]
    Aahhh.....charts!!!

    I don't invest in charts. I invest in hard assets.....http://seekingalpha.co...
    Apr 4 10:32 PM | Likes Like |Link to Comment
  • Gold Miners (GDX) Continue Weak...Bottom Is Not Yet [View instapost]
    Concentrate on picking hard assets and not picking a bottom. There will be rewards....http://seekingalpha.co...
    Apr 4 10:30 PM | Likes Like |Link to Comment
  • The Chinese Yuan Is On Sale [View article]
    I read your idea and can't help but agree with your reasoning.
    Mar 14 02:25 PM | Likes Like |Link to Comment
  • Thank You, U.S. Taxpayers, For Insuring My Forex Account [View instapost]
    Smart! I can't help but agree with your reasoning.
    Mar 14 02:24 PM | Likes Like |Link to Comment
  • Invest In Graphene With GrafTech International [View article]
    Since this article was written, Graftech is down over 30%. averaging in now in the $7 range. Already own Focus Graphite and Flinders (listed in London and TSE-v FDR) in the space. Looking hard at ZEN and Northern Graphite as well, for entry points.
    Mar 13 11:05 AM | Likes Like |Link to Comment
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