Deciphering the Record Extremes of the Yield Curve [View article]
How can anyone even measure the yield curve while so much manipulation and fudging of numbers goes on behind the scenes not only in the U.S. but in other countries (Greece holding the spotlight currently).
You have to trust the numbers to get a yield curve, or any curve on any chart, however trust is in short supply, and for good reason.
John Paulson's 20 Largest Holdings and Recent Performance [View article]
Hedge funds, equity funds, bond funds!! Put your money into funds if you wish to feed the industry. Put your money into individual stocks and investments that you have researched yourself, to actually make money.
The mutual fund industry has been raping the middle class for so long, they believe it is their right to do so. If you are one of the poor schmucks who paid fund managers their 2.5 PER over the past ten years, for basically no return, then you have my sympathy.
Mutual funds are a throwback to a time when average investors had no access to real time prices, real time charts, real time advice and real time trading. In the beginning, they helped level the playing field somewhat.
Today they merely keep a lot of fund managers working.
Use the tools of the 21st century, and look after your own nest egg. Why leave your assets entirely to someone who doesn't even know your name?
Get your own accounts. do your own homework. Make your own trades, and cut out this glutonous, bloated industry.
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...
3 Bubbles Bursting: Gold, Silver And U.S. Treasuries [View article]
Been listening to the "Bubble" theorists for almost 11 years now, as the price of gold and silver has gone up each year and every year they cry "bubble, bubble"!
When that happens, and the inevitable "twice yearly" correction occurs, it's time to buy again....."Gold doesn't have a price, it is the price"!....more at>...seekingalpha.com/artic...
JPMorgan Embraces Gold: Why This Matters [View article]
A good (and timely) article John. If gold is good enough for J.P. Morgan, it is good enough for me. The people arguing that gold is in a bubble, are not paying attention.
Chinese Demand: Which Is a Better Short, Gold or the Miners? [View article]
Short gold? Don't think so. With another billion people rising into the middle class over the next decade, in countries that revere gold as a sign of wealth and stability, I just cannot see it.
Is BP an Investment or Speculation? [View article]
Numbers NEVER trump sentiment in markets. BP is only halfway down at this writing, and the damage to Louisiana and Florida has only just begun. For investors there is only one possible benefit. Owning oil companies whose exposure to the gulf is nil or negligible, as in the Canadian Oil Sands or the Bakkan....retirefund.blogspot.co...
Natural Gas Producers: Is There Profitless Prosperity Ahead? [View article]
Excellent article. It points out the obvious. I agree with Aussiereader4 that companies who are positioned to benefit from low cost and abundant nat gas, such as some fuel cell companies, will be winners here and not necessarily the gas plays themselves.
Ricard and Jeep make good points that "supply creates it's own demand" but that is an eventuality that is not in the immediate future (next few years) if at all, considering the abundance of this resource.
As I said, it is those companies best positioned to take advantage of this abundance that will be winners.
The Big 4 Economic Indicators: Real Personal Income Less Transfer Payments [View article]
Thanks for this article. I think there are some large changes that will distort the numbers for the forseeable future. Large (aging) Baby Boomer population in mature Western markets. Large young population in rising economies like India and Brazil. 7 Billion population of the planet, mostly outside of the Western powers (which historically, your numbers are based upon.) Which now make up the majority of growth areas worldwide. A Growing middle class in rising economies like China, Indonesia, India, Brazil Russia et al.
The problem with using historical, American centric (or Western centric) data going forward is that, its application is less and less important over time and therefore fogs up the crystal ball when looking forward.
In other words, you cannot describe these numbers as the "big four " without including those rising economies going forward.
The wealth transfer from the west to the east has been massive over the past 20 years. Gold is no different. As EM Central Banks buy up gold reserves, Western CB's are in position to sell theirs, and in the case of Spain, Portugal, France et al, they may be forced to, and soon. For every trade, there is a buyer and a seller, and the wealth transfer of the past 20 years is now being reflected in gold as it reaches the level of Tier 1 bank reserve as early as this fall (See OAS report)
The title has everything to do with the subject matter of this article. It clearly shows that governments, at least some, are giving thought to introducing gold and/or silver as a monetary instrument once again.
Maybe China will introduce a gold back Renmimbi some day. They certainly are buying enought of the stuff on a continuing basis over the past several years.
How would that change the dynamics of worldwide Forex investing. Hmmmmm.....
Deciphering the Record Extremes of the Yield Curve [View article]
You have to trust the numbers to get a yield curve, or any curve on any chart, however trust is in short supply, and for good reason.
seekingalpha.com/insta...
Goodnight Stocks: Waiting For The Crash To Arrive [View article]
Reminds me of a famous Quote by Stephen Leacock:
"He flung himself upon his horse and rode madly off in all directions."
Kind of describes many investors these days, no?
John Paulson's 20 Largest Holdings and Recent Performance [View article]
The mutual fund industry has been raping the middle class for so long, they believe it is their right to do so. If you are one of the poor schmucks who paid fund managers their 2.5 PER over the past ten years, for basically no return, then you have my sympathy.
Mutual funds are a throwback to a time when average investors had no access to real time prices, real time charts, real time advice and real time trading. In the beginning, they helped level the playing field somewhat.
Today they merely keep a lot of fund managers working.
Use the tools of the 21st century, and look after your own nest egg.
Why leave your assets entirely to someone who doesn't even know your name?
Get your own accounts. do your own homework. Make your own trades, and cut out this glutonous, bloated industry.
Gold and Silver Plunge: Was That the Final Part of the Downswing? [View article]
Winner Takes All: The Super-Priority Status Of Derivatives [View article]
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...
3 Bubbles Bursting: Gold, Silver And U.S. Treasuries [View article]
When that happens, and the inevitable "twice yearly" correction occurs, it's time to buy again....."Gold doesn't have a price, it is the price"!....more at>...seekingalpha.com/artic...
JPMorgan Embraces Gold: Why This Matters [View article]
Chinese Demand: Which Is a Better Short, Gold or the Miners? [View article]
Is BP an Investment or Speculation? [View article]
Natural Gas Producers: Is There Profitless Prosperity Ahead? [View article]
Ricard and Jeep make good points that "supply creates it's own demand" but that is an eventuality that is not in the immediate future (next few years) if at all, considering the abundance of this resource.
As I said, it is those companies best positioned to take advantage of this abundance that will be winners.
The Big 4 Economic Indicators: Real Personal Income Less Transfer Payments [View article]
The problem with using historical, American centric (or Western centric) data going forward is that, its application is less and less important over time and therefore fogs up the crystal ball when looking forward.
In other words, you cannot describe these numbers as the "big four " without including those rising economies going forward.
Return To Bretton Woods: Economic and Investment Implications [View article]
For me, I continue to buy gold, silver, lithium and other hard assets!
Time will tell who is right!
Gold - Why The Next Move Is Up [View article]
For every trade, there is a buyer and a seller, and the wealth transfer of the past 20 years is now being reflected in gold as it reaches the level of Tier 1 bank reserve as early as this fall (See OAS report)
Never Trust A U.S. Money Center Bank, Or Buy One [View article]
Swiss Parliament Examines 'Gold Franc' Currency [View article]
Maybe China will introduce a gold back Renmimbi some day. They certainly are buying enought of the stuff on a continuing basis over the past several years.
How would that change the dynamics of worldwide Forex investing.
Hmmmmm.....