Simit Patel

What the Conflict in Gaza Means for Financial Markets

Likewise, I would find it abhorrent and negligent in my responsibilities to not understand how geopolitics affects my wealth and my personal financial obligations, which in turn impact my ability to make a better world.


On Jan 12 10:15 PM Razors Edge wrote:

> Welcome to the circus. This little neighborhood conflict will be
> over soon and it is not going to affect anthing but Hamas ability
> to influence. If there was anyone going to get involved further (Iran?)
> they should have done it earlier. It will be over in a very short
> time. Now if Israel can control itself afterwords at the same time
> protecting it's citizens we can get back to some sanity in the world.
> I find it abhorant to even discuss an investment opportunity when
> people are dying on both sides.

Economic Forecast and Best ETF Picks for 2009

Regarding my track record, my trading statement and my picks for ETFs are two different things. I was up over 20% in 2008 and over 30% in 2007. I stick to trading currencies and metals. I encourage those who may be interested in evaluating the validity, or lack thereof, of my analysis to read my other articles, and to see my trading journal at www.informedtrades.com where I keep a log of all my trades.

Capital Flight Into Yen Is Path of Least Resistance

excellent, excellent analysis. i am short USDJPY though was expecting a bounce off 95; fortunately for me it broke through that, although i am still somewhat expecting a retracement. yen is clearly the path of least resistance and i don't foresee that changing at least until the bull markets in gold and silver resume. even when those do resume i think yen bullishness will still be a favorable wager for the next 4 years.

Why Gold Will Rocket

no doubt the case for gold is bullish. the fiat currencies as we know them are coming to an end. i think gold could go to 645, but i don't think it will go below that. more importantly, getting physical gold is the real issue.

Gold ETFs: What Went Wrong With Conventional Wisdom?

gold prices are being seriously manipulated, that is the issue. for instance there is naked shorting of the GLD ETF that is distorting prices there. there is another good article on seekingalpha about this:

seekingalpha.com/artic...

Dollar Goes Down Along with Bailout Plan

there are a number of differences between this depression and the last one, though the biggest one is the lack of a gold standard. that is why the previous depression was deflationary, and why this one will be inflationary. there is no mechanism to restrict the central bank from inflating the money supply to death, and every indication is that they seem to be interested in doing just that.

interestingly, though, i think if you priced all assets in gold, this depression would be deflationary as well. so perhaps it depends on what currency you are using when asking whether the depression is inflationary or deflationary.


On Sep 30 12:58 PM Muddling Investor wrote:

> Last time we had Great Depression, we had deflation. Why would we
> have inflation now? Credit is frozen, how do you get money to inflate?
> It's ridiculous. Just look at the dollar strength against all currencies
> yesterday and today.
>
> Disclosure: long UUP.