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  • Why I Am Still Bullish [View article]
    OIl - $4 gas - Bernanke - Fed Policy etc etc

    Are all the readers here completely U.S. centric?
    Does the rest of the planet not mean anything to your portfolio?

    Much of the world has being paying over $8 per gallon for gasoline for 10 years now! Brent crude trades $20 pbl higher than WTC. Sure, Fed policy has a direct affect on markets, and it is slanted towards inflation as opposed to deflation, as is every other central bank in the world, such as China, which is becoming as important as the USA to world markets.

    Central banks side with inflation! They always have! They always will!!

    By the way Cam, thanks for your informed opinion.
    Mar 5 10:53 AM | 3 Likes Like |Link to Comment
  • Silver's Rise Will Shock Market Participants This Year [View article]
    If you are Canadian, or live near the Border, You can walk into any Bank of Nova Scotia and order .9999 % silver bars or coins over the counter. I stand to be corrected but there may be a limit if you use cash.

    Online you can order from:
    Feb 14 01:58 PM | 3 Likes Like |Link to Comment
  • 5 Gold Mining Takeover Targets For 2012 [View article]
    Taseko and Yamana fit the mould, but the other three certainly don't.
    I think Brigus Gold and San Gold better fit the mould this year, however we shall see.

    I agree M& A will increase.
    Jan 11 10:06 AM | 3 Likes Like |Link to Comment
  • Gold: Antidote To The Printing Press [View article]
    You used this pullback as a buying opportunity to establish a position. A good move, especially if you did not have any positions.

    I agree with your assessment and, in the same vein, recently posted an article titled "what if the DOW were measured in gold".....
    Dec 19 09:52 AM | 3 Likes Like |Link to Comment
  • Gold Is Done ... For Now [View article]
    Gold "IS" the Price!
    Aug 26 04:22 PM | 3 Likes Like |Link to Comment
  • Gold: Asset or Bubble? [View article]
    Banks, talking down the price of gold. Gee, that's something new...never noticed that before....oh yes, in fact I did. Every single year, for the past 10 years while the price of gold went from circa 250 to over 1600....I wonder now.....could they be wrong again in year 11.....hhmmmmm
    Jul 28 01:58 PM | 3 Likes Like |Link to Comment
  • Choosing Gold Over Gold Stocks [View article]
    point well taken, however, the disclaimer: "past performance is not indicative of future performance" works in both directions, especially when these under valued stocks have been ignored for the past year or so.

    Millions (in India, China, Brazil and the west) who buy physical gold, have no knowledge of markets, or miners. As scarcity of the physical gold supply is realised by eager buyers, the miners are the only means of further supply.

    It will be strictly a supply and demand equation.
    Jul 14 07:05 PM | 3 Likes Like |Link to Comment
  • Choosing Gold Over Gold Stocks [View article]
    Had to laugh at your first paragraph!

    "One can buy GLD call options from a laptop in bed or take a long position in gold futures with a few taps on a smart phone whilst in line at a coffee shop".

    Good luck finding that gold when all the many buyers start cashing in (or should I say, trying to cash in) on their GLD shares.

    The best gold miners, like Barrick, Kinross, SanGold etc have actual gold in the ground, and lots of it. As demand rises and and scarcity of gold above ground becomes obvious, it is these sources of product where investors will turn.

    I like gold miners in this environment, and for the forseeable future.
    Jul 12 07:46 PM | 3 Likes Like |Link to Comment
  • Richard Russell: A Gold Tsunami Is Coming [View article]
    I disagreed! A bubble does not currently exist. $3,000 oz may be bubble territory. Short term pull backs yes. They will be buying opportunities.

    If we melted all the gold above ground today, it would barely fill two olympic swimming pools. When 3 billion people, along with their governments are dipping their cups into those pools, it won't take long for the pools to empty.

    EFT's that DON'T have their butts covered with actual physical gold, could go down in flames when redemptions come pouring in, And most of them don't.

    Paper, any paper (including ETF's) not tied to the physical gold simply cannot be trusted.
    May 2 10:01 AM | 3 Likes Like |Link to Comment
  • Race to the Finish: The 2000 and 1968 Secular Bears [View article]
    These charts are only useful to investors on a macro level, and to those who invest in the market in general. For stock pickers, there is always a bear market somewhere and there is always a bull market somewhere.
    Mar 7 03:35 PM | 3 Likes Like |Link to Comment
  • How to Invest in Dividend Stocks [View article]
    Thanks for sharing your expertise and your thoughts. Good information here for the new dividend investor.
    Feb 17 09:14 AM | 3 Likes Like |Link to Comment
  • Go North, Young Man, For Energy Security [View article]
    Reserves are what counts at this stage, and Canada has enough reserves to power North America for the next 100 years (oil alone)
    Feb 14 03:05 PM | 3 Likes Like |Link to Comment
  • Lithium Might Be 2011's Biggest Winner Among Metals [View article]
    It's nice to see you have pointed the many, and diverse uses for Lithium as most "current lithium production" worldwide is used in these various forms "outside" of battery manufacturing.

    Lithium is, in point of fact, "the" leading material in the race into electric vehicle manufacturing and therefore battery manufacturing, for the reasons you have pointed out.

    You did, however, miss a BIG one when you listed the companies in the new Lithium, Global X ETF.

    Talison Lithium was added in Dec. It is the largest PURE lithium producer in the world, with 25 years of experience, 75% of the Chinese import market, and both huge hard rock, and brine properties. It will expand its "Greenbushes" operation in Australia this year by 100% to meet demand from its 300 customers.

    . It's production of lithium carbonate is only overshadowed by SQM, which produces lithium as a "by-product" of its huge potash operation in Chile.
    Talison was a private company before acquiring a Canadian Junior last august, which gives them a huge brine property in the Atacama Desert of Chile (near SQM operations)

    Talison is currently under the radar of most Americans because it is only listed on the Canadian Venture Exchange (after swallowing up Salares Lithium in August 2010). (TSXv-TLH)

    Disclosure: long TLH
    Jan 21 02:18 PM | 3 Likes Like |Link to Comment
  • The Real Reason for Fed Easing: Debasement Inflation? [View article]
    A good article that helps feel the pulse of QE and Fed policy. Thanks
    Nov 19 02:44 PM | 3 Likes Like |Link to Comment
  • Interview: Marc Faber on the Federal Reserve and Hyperinflation [View article]
    A good article, a great interview, with a very smart man. However, there have been very many smart men (and women) involved in the U.S. economy and international investment community, that have added to the woes of today.

    Having said that, I agree with your guest. After more (inevitable) rounds of QE, from the great Keynesian masters of the economy, there will be a stock and asset boom (it has already started on the mere mention of more QE) Then the doctors bill will come due, and America will again spiral downward. "When" is the only real question.

    Sep 26 01:41 AM | 3 Likes Like |Link to Comment