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Three Cheese Fondue

Three Cheese Fondue
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  • The Oil Price Plunge - Fiction, Reality And Opportunity [View article]
    Dec 20, 2014. 06:29 PM | Likes Like |Link to Comment
  • $60: Not A Reasonable Price For Oil [View article]
    Judging by the comments on this and similar articles it seems that the majority want prices higher because they have a vested interest in that eventuality: they hold stocks of oil companies of one flavour or other.
    Dec 19, 2014. 09:48 PM | 1 Like Like |Link to Comment
  • Crude oil gains nearly 5% on session [View news story]
    Doubt it. This is a technical move IMO.
    Dec 19, 2014. 02:36 PM | 1 Like Like |Link to Comment
  • Good Luck Gold Bulls (You May Well Need It) [View article]
    Great article but slightly concerning because I'm thinking pretty much exactly the same things myself. Looking forward to more articles.
    Dec 17, 2014. 07:33 PM | Likes Like |Link to Comment
  • Good Luck Gold Bulls (You May Well Need It) [View article]
    Shame you didn't sell it at 1900.
    Dec 17, 2014. 07:31 PM | 3 Likes Like |Link to Comment
  • $60: Not A Reasonable Price For Oil [View article]
    Yeah but OPEC countries hate the US so the idea of cutting production and allowing the US to keep pumping and making $$$ is anathema to them.
    Dec 17, 2014. 07:23 PM | Likes Like |Link to Comment
  • The Crash Of Oil Prices Could Be The Opportunity Of The Decade [View article]
    @II: that's a ridiculous thing to say. It doesn't take bankruptcy to cause investors to lose significant amounts of money.
    Dec 17, 2014. 08:47 AM | Likes Like |Link to Comment
  • Is The iShares Silver Trust ETF About To Change Course? [View article]
    Are you long?
    Dec 15, 2014. 08:17 PM | 1 Like Like |Link to Comment
  • Market Timing Report: Sentiment Returns To Overbought Territory [View article]
    Well it looks like this was a good call but we have no knowledge as to the authors' hit rate; they could be 10 for 10 or they could be one for 10, this being the "one"; we have no idea because presumably the "bad" calls are not published.
    Dec 15, 2014. 08:12 AM | 2 Likes Like |Link to Comment
  • Crude oil crash continues [View news story]
    Crude used to be less than $20. People were freaking out when it went to $40. Pretty sure the world is not going to end if it goes back there.
    Dec 14, 2014. 07:48 PM | 6 Likes Like |Link to Comment
  • GoldĀ Stocks During An Equity Bear Market [View article]
    One might presume that gold miners' stock prices are determined in the most part by the price of gold. So if the price of gold goes up during an equity bear, sure, miners will probably go up as well. In both of your examples gold did indeed rally strongly during the periods mentioned.

    An interesting and hopefully useful exercise would therefore be to identify all equity bears and look at how gold performed during those bears.
    Dec 12, 2014. 02:42 PM | 1 Like Like |Link to Comment
  • Where TLT Will Go When The FED Raises Rates: It's Not What You Think [View article]
    Everyone was bearish bonds at the beginning of 2014 and we see how that worked out.
    Now heading into 2015 it feels like there are no sellers. That seems logical, given inflation is so low and lower energy prices are expected to feed through into lower inflation. However, it also seemed logical back at the start of 2014 that when the Fed started tapering bonds would drop and yields would rise. So is the market going to confound us again?
    Dec 11, 2014. 02:18 PM | Likes Like |Link to Comment
  • How Did We Get Here? [View article]

    (If you don't know what that means:;_didn%27t_read)

    Seriously, do you expect people to read all that? In an era of far too much information published every second of every minute of (well you get the point), and hence demands on our time and processing resources (i.e. our brains), it's a stretch to expect people to read what looks like a poorly structured dissertation. I tried, but then I gave up because I had no clue where you were going.

    Which brings me to my second point: you're making the classic mistake that people often make when making a presentation, be it verbal or textual: you expect the audience (us) to read through all your stuff all the way to the end in order to get your point. That's our "reward". And we have to make maximum effort to get it. That doesn't work very well when you have bloated pieces like this. You should tell us up front what you are going to "prove" or demonstrate i.e. what your hypothesis (or whatever) is, and how you are going to prove or support it. For short pieces it doesn't much matter, but for long wordy pieces like this, it's a must.

    Your "summary" is vague, presumably deliberately. It says nothing:


    A Brief Look at Recent Bubbles.
    The Power of Leverage.
    Manipulation of Natural Forces.
    An Unknown Cost."

    What on earth is that? It tells us nothing. Tell us what you intend to show us, then we might struggle more than a few paragraphs in to see if we like what you have to say.

    The quality of your piece may be great but really, I don't have the time. There have probably been 1000, 10000, Lord knows how many, other pieces written today that are vying for my time.

    I'm sorry if this sounds harsh, but if you publish, you should expect to be called out.
    Dec 10, 2014. 05:22 PM | 2 Likes Like |Link to Comment
  • Precious Metals: An Epic Battle Between Bulls And Bears [View article]
    "India announced that they were removing import restrictions on gold and that ignited the price of precious metals."

    Stated as fact whereas the real fact is that there is no way that you could know that to be true.
    Dec 8, 2014. 05:25 PM | Likes Like |Link to Comment
  • Why GLD's Bullion Inventory Follows The Gold Price [View article]
    Article seems to stop half way through on my phone.
    Dec 4, 2014. 05:03 PM | 1 Like Like |Link to Comment