dieuwer

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195 Comments

    • Mon Apr 28th 21:59 PM | Rating: 0 0
      Commented on:
      The Geopolitics of Peak Oil
      You only would top of the strategic reserve NOW if you would need it SOON. Otherwise, you could wait until the price of oil came down or was at least stable.
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    • Mon Apr 28th 21:51 PM | Rating: 0 0
      Commented on:
      Bears Roaming through the Mines
      ...and when the bears stormed into the mines, to their surprise, they found nobody there? "He? Where is everyone?" noted little bear.
      "Where is the gold?" noted mama bear. "The mines are emtpy!" said papa bear.
      Where to go now?
      To the bullion banks then!
      And so they went.
      They stormed into the vaults of the bullion banks hoping to snatch some lousy people and have their gold too.
      But to their surprise, they found nobody at the bullion banks' vault. "He? Where is everyone?" noted little bear.
      "Where is the gold?" noted mama bear. "The vaults are emtpy!" said papa bear, increasingly pissed-off.
      Where to go now?
      To the ETF depository!
      But to their surprise, they found nobody at the ETF depository. "He? Where is everyone?" noted little bear.
      "Where is the gold?" noted mama bear. "I only see paper promises" said papa bear, even more pissed-off. They say: "this certificate is worth 10,000 ounces of gold." But there IS NOT GOLD!! Said papa bear REALLY ANGRY.
      Where to go now?
      Nowhere.
      And the bears went back to their caves afraid there was no more gold to be had...
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    • Mon Apr 28th 08:34 AM | Rating: 0 0
      Commented on:
      Treasuries: Profiting From the Bear's Next Victim
      IF the treasury market plunges it automatically implies that rates will go up. What will that mean for the housing market? Total collapse?
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    • Wed Apr 23rd 20:16 PM | Rating: 0 0
      Commented on:
      Does Ethanol Deserve the Blame for Rising Food Prices?
      People have been looking at the all the wrong reasons for high prices of commodities and everything else.
      The final reason why prices will keep rising is the unabated rise in the supply of human beings. At present there are more than 6 BILLION people on the planet that all need food, water, and energy to live. The world's population, on its current growth trajectory, is expected to reach nearly 9 BILLION by the year 2050! Almost 50% more! MADNESS!!!
      Where is all the food coming from? All the water? Energy anyone?
      The real and only solution to problems is to curb DRASTICALLY the people supply. I know this sounds immoral,, but a WW-III would do...
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    • Mon Apr 21st 21:56 PM | Rating: 0 0
      Commented on:
      Are Central Banks Out of Their Minds?
      Does it really matter what the FED does or doesn't? As long as you know what the FED is up to, you can profit from it.
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    • Mon Apr 21st 14:49 PM | Rating: 0 0
      Commented on:
      U.S. Subprime, Resumption of Equity Bull and Gold as the New Money
      Nice review, but I do not understand the subprime example. If it was so simple to make money out of subprime, why is everyone not doing that?
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    • Mon Apr 21st 14:41 PM | Rating: 0 0
      Commented on:
      The Death of Gold?
      All these columns and replies just serve as anecdotical evidence to the one fact regarding gold: The Wall of Worry is ALIVE!
      Whe I see people in streets push and pulling eachother to buy the last gold coin, THEN it is time to sell. Not a millisecond earlier.

      FOLKS: remember the news items on TV regarding the madness in front of the Apple stores to buy the iPhone? Few weeks after that Apple stock topped...
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    • Thu Apr 17th 08:09 AM | Rating: 0 0
      Commented on:
      The Bull Market is Off and Running - Again
      Would you call the HUI march drop a "bear trap"?
      View article »
    • Sun Apr 13th 14:33 PM | Rating: 0 0
      Commented on:
      Gold and Silver: Prepare for a Short-Term Decline
      That is why the price of PHYSICAL gold and silver (on eBay, in coinshops) is well ABOVE the price of PAPER contracts, a.k.a futures.
      COMEX and other criminals can play their games for a while, but soon they will have to deliver. When it turns out they cannot, they're forever out of business.
      View article »
    • Sat Apr 12th 20:54 PM | Rating: 0 0
      Commented on:
      Bargain Hunting for Japanese Stocks
      I think the Nikkei will plunge another 50% or so in real terms before we hit a multi-decade bottom. However, I think this will happen sooner, rather than later:
      The Nikkei has been in a bear market for almost twenty year now and if my memory is correct, not one single stockmarket on the planet experiences a bear market of more than 20 years.
      When the Japanese realize that a strong Yen is actually a good thing, provided it comes with productivity increases, the market will hit bottom and embarks on a multi-decade bull market.
      View article »
    • Thu Apr 10th 17:28 PM | Rating: 0 0
      Commented on:
      The Euro Under Attack
      Is this the typical Euro-bashing by the Anglosaksons again? Seems like it...
      Please note that the article by Avi Tiomkin is dated 04.21.08
      A future article eh?
      View article »
    • Wed Apr 2nd 21:24 PM | Rating: 0 0
      Commented on:
      Investing in a Resource-Constrained World (Part III)
      I hold my position that the only true and present bubble is in US Treasuries. Supply and demand have driven the price and thus the interest rates on these debt obligations to such levels that the fundamentals, i.e. current inflation do not warrant such prices/rates.
      Even by the FEDs hedonic CPI measures, currently at about 4%, a US Treasury yielding 3% is a nonsensical investment. But we still see "flight to quality". Interesting to note is that whereas a lot of people talk about bubbles in commodities and such, noone is talking about a bubble in treasuries. Well baby, this one is ready to burst!
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    • Wed Apr 2nd 08:29 AM | Rating: 0 0
      Commented on:
      Gold Bubble May Be Coming to an End
      Usually when people are euphoric about an investment, when people fights to get in and talk about the latest IPO, THEN the bubble stage has arrived. I don't think we are there yet with respect to gold.
      Indeed, there is a lot of bubble talk. However in only one sector there is not: the US Treasury Market. Therefore, I think that it is this market that is actually in bubble land.
      View article »
    • Fri Mar 28th 12:53 PM | Rating: 0 0
      Commented on:
      Gold and Silver Stocks vs. Bullion Investing
      The big difference with the 70's is that we have not seen large swings in either the S&P500, gold or the BGMI. From '73 until '74 the S&P500 decline by about 50% while the price of gold more than doubled. Year to date, the S&P500 is down only 12%! Gold up only 18%. I don't see where this "big correction" in gold is supposed to come from with rates near 0%.
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    • Fri Mar 28th 12:40 PM | Rating: 0 0
      Commented on:
      How Cheap Are Gold Stocks Relative to Bullion?
      There is a much simpler way to estimate if miners will outperform the price of gold or not: look at the gold/oil ratio.
      If you take the price of oil as an indicator for operating cost, a decline ratio of gold/oil implies decline profitability because it the miners' cost (oil) increases more than sales (gold).
      However, if the gold/oil ratios rises, it implies that sales (gold) outperform cost (oil) which should make the miners more profitable.

      It is interesting to note that from 2001 to 2002, the gold/oil ratio was rising, from 2002 until 2006 decline, from 2006 to 2007 rising, and recently declining again. So I am not surprised that miners have become less profitable lately.
      View article »
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