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- Is This the Death of Gold & Silver Stocks? Part II [view article]
- BHP Billiton: Painting a Happy Face on Iron Ore [view article]
- Can China Carry the Post-Olympic Torch? [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Potash Corp. Earnings Shouldn't Peak Until at Least 2011 [view article]
- Largest Companies in the World [view article]
- Olympics Ending Should Boost Commodity Driven Stocks [view article]
- Rio Tinto Expects Second Half To Be Even Better Than First [view article]
- Mining Giants: The Plot Thickens [view article]
- Four Best Global Deals on Uranium [view article]
- Waiting for Financials' Other Shoe to Drop [view article]
- Give Gold Less Attention [view article]
loading ...Recent BHP Articles
- Again With the Financials - Fast Money Recap (8/29/08)
- Can China Carry the Post-Olympic Torch?
- Is This the Death of Gold & Silver Stocks? Part II
- BHP Billiton: Painting a Happy Face on Iron Ore
- Rio Tinto Expects Second Half To Be Even Better Than First
- Largest Companies in the World
- Wall Street Breakfast: Must-Know News
- Mining Giants: The Plot Thickens
- Potash Corp. Earnings Shouldn't Peak Until at Least 2011
- Olympics Ending Should Boost Commodity Driven Stocks
- Full List of Articles »
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How the U.S. Financial Crisis Resembles Japan’s 'Lost Decade' - And How to Play It, Part II [view article]
I think his overall point is that we need to decouple from the dollar. Foreign investments, gold, etc will hedge us against a falling dollar. Also high monetary induce inflation can lead to stagflation or worse depression. Its like a standing wave. As time goes on the waves get larger and largers. We've been on the up wave as monetary supply increases but so have debts. As debts contract we will have deflation. His point is that the FED will try to avoid the impending massive quick deflation by inflating our currency further. This will continue to put pressure on commodity prices and will extend the amount of time it takes the country to move past this slow down. The new increase in monetary supply will most likely go into commodities or paying down debt...or banks recapitalizing. In the long run the monetary policies may work however the ups and downs are going to be more violent versus just letting the markets work because the FED can't control how the new dollars are spent or used. I'm not a pro when in comes to monetary policy but the whole thing stinks to high heaven if you ask me. We actually need a currency that super slowing gets more valuable. This will encourage good investment versus the investment environment we have today where everyone is taking on huge risky loans cause they know this is the way to play the system....bailouts, bankrupcy protection, etc...We'd be better off without the Federal Reserve or fractional reserve banking. What good is a currency who's value fluctuates the way ours does or is doing now. Speculation is all that it left. Too many investments depend on ever diluted currency.
It seems to me that our monetary policy boils down to protecting the nation from deflation be ever increasing monetary debt. problem is interest must be paid on that debt. Most of the debt is increasing in the form of government. So we are socializing risk which results in more bad debts...and they cycle could go on till the taxpayers own nothing. Reply
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How the U.S. Financial Crisis Resembles Japan’s 'Lost Decade' - And How to Play It, Part II [view article]
That's not even funny. Great Depression was about deflation. Japanese Great Depression was about deflation. What does it have to to with inflation?Global infrastructure boom? With US in depression? Wrong on both sides:
1. If US, a buyer of last resort, isn't buying much anymore, who is going to develop infrastructure?
2. If they still do, where are they going to buy heavy machinery? CAT, DE, and above mentioned GE are still American companies! As well as hundreds other names.
As for gold, it was, is and always will be a tool for hoarding. Has nothing to to with investment. And way too much dependent on demand from developing world. Still not clear how situation in Vietnam (ban on gold import) and India (drop of gold imports in the last several months) impacts gold market. BTW, India consumes, at average, 30% of gold. Reply
How the U.S. Financial Crisis Resembles Japan’s 'Lost Decade' - And How to Play It, Part II [view article]
I would be concerned about the stability of the internet brokers to pay off in bad times.Some have already had troubles,if things got bad enough,your investments could evaporate on-line!How would you protect physical gold? I have a really nice safe,but if someone had a gun in my face,I would open it....Take it to the bank and who knows....You tell me! Reply
How the U.S. Financial Crisis Resembles Japan’s 'Lost Decade' - And How to Play It, Part II [view article]
Mr.Patalon, interesting articles. But when comparing Japan's "lost decade" to our own situation at present, aren't you leaving out one very important difference? Technology. Last time I checked the US was still the leader in Tech. Who else even comes close? And that can make a big difference as it fosters dynamic innovation and advances in almost all areas and industries.Of course, if we don't start exploiting our own bountiful natural resources PRONTO and start on the road to energy independence NOW, all bets are off. And your doomsday scenario may very well come to pass for the US. That would be a pity but I don't think our politicians get the urgency. Reply
How the U.S. Financial Crisis Resembles Japan’s 'Lost Decade' - And How to Play It, Part II [view article]
As a long term investing strategy this article is ok. However, do not believe that Asia has decoupled from the U.S. and Europe. It's slowly changing, but all production, shipping, use of raw materials and finished products are intertwined in global trade. As the U.S. slows down dramatically, Europe, then Asia will surely follow. Caveat emptor! ReplySeven Uranium Stocks to Fuel Your Portfolio [view article]
Look at the deposit grades (%U3O8). Cameco has the grade to support their costs. At current market prices, who else does? These companies need to be disclosing what their production costs are before I would invest a single dime. ReplyEmerging Market Infrastructure Spending To Surge - Merrill Lynch [view article]
we need space travel...then we can harvest the iron ore from the Moon :) ReplySeven Uranium Stocks to Fuel Your Portfolio [view article]
bhp seems the safest to me. if uranium goes up they benifit. if it goes down (which i doubt) they blink. silex seems a much better enrichment play than usu. it seems they are making usu obsolete. ReplyGM on the Skids - Fast Money Recap (7/2/08) [view article]
so merrillynch thinks gm may go bankrupt. that is enough to make me at least put them on a watch list with ford as a potential long term comeback. oh mer is further down the list along with citi and the other major financials. probably a very longterm watch. the financials will go much lower before i will even consider them. ReplyGM on the Skids - Fast Money Recap (7/2/08) [view article]
The fast money TV show is around for one reason to make money from advertising. ReplyGM on the Skids - Fast Money Recap (7/2/08) [view article]
In the global markets, is there ANYTHING that is not impossible, seeing that that exciting really is a double or tripple negative! Replyrver
GM on the Skids - Fast Money Recap (7/2/08) [view article]
The Fast Money Guys are pure and simple momentum players. Their recommendations are for investors who keep careful tabs on the market. Following them you can make huge gains, but must be able to take losses and shift to the new group, either long or shortl. Long term investors are advised to beware of the Fast Money Guys. Stocks like GE, Emerson Electric and Air Products and Chemicals are seldom on their radar screen. ReplyGM on the Skids - Fast Money Recap (7/2/08) [view article]
people,people-dont believe anybody. think for yourself.this is no longer business but a game & everybody in it has their own agenda.who looks out for #1-you do & only you. ReplyAluminium Prices Are Expected to Soar by More Than 30% [view article]
I see no "alpha" opportunity here. If Aluminum is going 30% higher because the cost energy will rise (which makes up 20-40% of the cost to produce aluminum) then it would be much better to simply invest in energy. Of course, the big assumption here is that energy will continue to rise--probably true in the long term but there will be extended exceptions to the rule that willl seem a lot like bear markets. ReplyAluminium Prices Are Expected to Soar by More Than 30% [view article]
as the market continues to go down, material and agriculture, which used to be a safe haven, now looks like it may be subject to a downward trend. Here's a pretty good podcast that discusses what to during this down market and what's going on with coal, steel, bulk shipping, and agriculture.the main idea is that individual investors dont have to act like institutional investors and this market and may be better holding cash than trying to beat the market.
www.greenfaucet.com/sh... Reply