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Sufiy

 
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  • Top Gold Miners That Hedge Funds Love [View article]
    Lets wait for the Monday, when news will be picked up by the headlines and, maybe, Chinese officials will explain that "these ideas were taking out of context" and China is happy like Ester Bunny with its US Treasuries holdings.
    If not, US Dollar will be sliding next week fast towards 72 line in the sand before the waterfall. Everybody who is expecting QEn+1 to be finished in June, should check their water supply - there must be drugs. Who will buy Treasuries if China is not only not going to buy it anymore, but will reduce it holdings?

    sufiy.blogspot.com/201...
    Apr 24, 2011. 07:08 PM | Likes Like |Link to Comment
  • The Oil Situation Could Be Worse Than We Thought [View article]
    We have "the long weekend" Chinese bomb and it is from Xinhuanet.com, lets wait for the Monday, when news will be picked up by the headlines and, maybe, Chinese officials will explain that "these ideas were taking out of context" and China is happy like Ester Bunny with its US Treasuries holdings.

    Now China's preparations for Electrification of its transportation system look nothing short of a strategic geopolitical plan how to navigate "The New Normal" with debasing US Dollar, which will lose its reserve status, rising prices of all Commodities and during the Oil shock after Peak Oil will be multiplied by Inflation.

    sufiy.blogspot.com/201...
    Apr 24, 2011. 07:04 PM | Likes Like |Link to Comment
  • Costly gasoline clouds Obama re-election prospects [View article]
    We have "the long weekend" Chinese bomb and it is from Xinhuanet.com, lets wait for the Monday, when news will be picked up by the headlines and, maybe, Chinese officials will explain that "these ideas were taking out of context" and China is happy like Ester Bunny with its US Treasuries holdings.
    If not, US Dollar will be sliding next week fast towards 72 line in the sand before the waterfall. Everybody who is expecting QEn+1 to be finished in June, should check their water supply - there must be drugs. Who will buy Treasuries if China is not only not going to buy it anymore, but will reduce it holdings?

    Now China's preparations for Electrification of its transportation system look nothing short of a strategic geopolitical plan how to navigate "The New Normal" with debasing US Dollar, which will lose its reserve status, rising prices of all Commodities and during the Oil shock after Peak Oil will be multiplied by Inflation.

    sufiy.blogspot.com/201...
    Apr 24, 2011. 06:58 PM | Likes Like |Link to Comment
  • 3 Reasons Why Crude Oil Prices Will Stay High [View article]
    Lithium Drive: AutoBlogGreen: Chevy Volt owners average 1,000 miles between fill-ups in March
    This is really cool. Range Anxiety is a very big issue and GM Volt has managed to beat it with its range extended version of the electric hybrid. Next step is to put more advanced lithium battery inside in the next model, maybe Volt Crossover pictured above will feature at least 24 kWh lithium battery instead of just 16 kWh in GM Volt - it can give it more like Nissan Leaf range of about 80 - 100 miles and will prepare GM to competition with Tesla S and Toyota RAV4 EV.
    Apr 24, 2011. 06:57 PM | Likes Like |Link to Comment
  • US default could be doomsday option for economy [View article]
    We have "the long weekend" Chinese bomb and it is from Xinhuanet.com, lets wait for the Monday, when news will be picked up by the headlines and, maybe, Chinese officials will explain that "these ideas were taking out of context" and China is happy like Ester Bunny with its US Treasuries holdings.
    If not, US Dollar will be sliding next week fast towards 72 line in the sand before the waterfall. Everybody who is expecting QEn+1 to be finished in June, should check their water supply - there must be drugs. Who will buy Treasuries if China is not only not going to buy it anymore, but will reduce it holdings?

    sufiy.blogspot.com/201...
    Apr 24, 2011. 06:55 PM | 1 Like Like |Link to Comment
  • University of Texas's Gold Buy Is a Game-Changer [View article]
    We are always searching for catalyst for particular investment idea. We have our big picture Macro Catalyst in action now with S&P putting US on Negative outlook and Bill Gross selling all US Treasuries. Powerful Macro trend of Peak Oil multiplied by Inflation will make Electric Cars the reality in the nearest future. Gas prices here will be the very good incentive for keeping the topic in the headlines.

    sufiy.blogspot.com/201...
    Apr 21, 2011. 06:01 PM | Likes Like |Link to Comment
  • 4 Reasons to Expect More QE and Higher Prices for Gold and Silver [View article]
    Other people - here, in North America have NO plan and have nothing but Debt and its IOU - called Treasuries - are not interesting any more even for PIMCO - the largest bond fund run by legendary Bill Gross. When FED is busy by printing money and pretending that there is no debasing of US dollar and Inflation - others in China are in a hurry to spend losing value dollars by building reserves in Gold, Copper and now moving in Strategic Commodities Rare Earths and Lithium. If you have noticed - China has reduced production of Rare Earths on environmental grounds now, REE prices has skyrocketed and China will sit on its REE reserves and mine them in a more sustainable way later for themselves.

    sufiy.blogspot.com/201...
    Apr 21, 2011. 06:00 PM | 6 Likes Like |Link to Comment
  • Wake up S&P: The U.S. Can't Default on Its Debt [View article]
    As you remember, we were writing here about decoupling for quite a while, now it has happen and in a very dramatic fashion. High Oil prices will separate further those who Have and Have Nots in a very unpredictable way. Despite all wars and efforts to keep Oil flow into the U.S., gas prices are rising again and it is happening even now: when economy is still very fragile.

    sufiy.blogspot.com/201...
    Apr 21, 2011. 05:58 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Look what China is buying now - Lithium:

    "China Plans 220,000 EV Charge Points and 2,351 Battery Switch Stations. Some people have 5 year plan how to make Electric Cars the strategic industry and to be leaders in Lithium Batteries and Electric Cars. They also have more than 3 trillion dollars in Reserves and can afford Lithium dreams, by the waythey are already controlling 97% of Rare Earths market and moving fast into Lithium Supply space. These people are in China and they are busy now with new and very practical revolution - Industrial one based on Electric Cars."

    sufiy.blogspot.com/201...
    Apr 19, 2011. 05:29 PM | Likes Like |Link to Comment
  • Financials: Overlooking What's 'On Sale' [View article]
    Go where the smart money go. China has 3 trillion in reserves now and buying Copper, Gold, Silver and Lithium:

    sufiy.blogspot.com/201...
    Apr 19, 2011. 05:28 PM | Likes Like |Link to Comment
  • S&P Downgrade Shows U.S. Debt Crisis Could Have Dire Consequences [View article]
    Our Catalyst is in action. Gold and Silver will be the first obvious play, but the real story will be in Oil or lack of it. we have a very powerful trend now Peak OIl multiplied by Inflation.

    Just have a look what China is doing now:

    sufiy.blogspot.com/201...
    Apr 19, 2011. 03:47 PM | Likes Like |Link to Comment
  • Lithium: The Commodity of the 21st Century [View article]
    Here is more information on Jiangxi Ganfeng Lithium. Now we know the name of Strategic Investor buying into International Lithium IPO. Record date - before which all shareholders are entitled to ILC shares and warrants - to be set shortly. International Lithium Corp. has secured for its IPO one of the leading Chinese lithium products manufacturer. Kirill Klip - the major shareholder and controlling person in TNR Gold will participate in IPO as well.

    sufiy.blogspot.com/201...
    Apr 18, 2011. 06:19 PM | Likes Like |Link to Comment
  • Gas at $4 in nation's capital, 5 states; NY next [View article]
    Oil shock is coming - the product of FED's QE and debasing the US Dollar. We are all against the very powerful trend Peak OIl multiplied by Inflation. Chines are making it is now the state-level priority to be prepared to the coming OIl Shock, from Deutsche bank report:

    sufiy.blogspot.com/201...
    Apr 17, 2011. 10:23 AM | 1 Like Like |Link to Comment
  • World Bank Chief: We're One Shock Away From Full-Blown Crisis [View article]
    Rumping Inflation is the monetary phenomenon and it is Bernanke's FED who is creating it by debasing the us dollar during QE - printing money. Debts will be inflated away, but the problem is with rising Oil prices. They will push prices of everything higher and Food prices will strike first.

    Look what Chinese are doing to prevent Oil shock now:
    sufiy.blogspot.com/201...
    Apr 17, 2011. 10:20 AM | 3 Likes Like |Link to Comment
  • Lithium for Hybrids: Is Nickel for Batteries Dead? [View article]
    Asian players are securing lithium supply now:

    TNR Gold has secured Strategic Investor from Asia and put the the delay to the sheer amount of time-leeching negotiations it had to carry out with this investor and regulators from different jurisdictions. Our guess is that the name of the Asian Strategic Investor will be disclosed upon listing of International Lithium.


    sufiy.blogspot.com/201...
    Apr 15, 2011. 05:33 AM | Likes Like |Link to Comment
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