dieuwer

Total Rating:
+4 / -1

195 Comments

    • Wed Jul 16th 19:06 PM | Rating: 0 0
      Commented on:
      Will the Fed Intervene to Prop Up the Dollar?
      It seems to me that EUR/USD will trade between 1.55 - 1.60 for another month or so, but eventually breaks out above 1.60 for a run to 2.0, similar to the period 06/2006 - 10/2006.
      However, when interest rates differentials narrow, i.e. the FED raising and/or the ECB lowering rates, EUR/USD will come down to perhaps 1.45 or so.
      View article »
    • Wed Jul 16th 12:50 PM | Rating: 0 0
      Commented on:
      The Best Safe-Haven Investments, and Some Potential Threats
      Mark Anthony, you have shown some lack of historical knowledge on the purchasing power of gold.
      Gold has proven to be a reliable store of wealth for ages. "A fine mens suit hundreds of years ago will cost about the same in gold as it does today".
      Moreover, during the 30's, prices of goods dropped relative to gold. Thus your purchasing power increased.
      Secondly, during the Weimar hyperinflation, the internal prices of the Weimar republic dropped relative to gold. Again, the purchasing power of gold within the Weimar republic increased.

      Your argument that "you cannot eat gold" is true. But neither can you eat platinum, palladiium, copper, etc.

      If it get's really bad and the world enters a depression, no one needs metals to build cars, homes, infrastrucure, because demand will be ZERO. Might was well hold a few ounces of gold...
      View article »
    • Wed Jul 16th 12:40 PM | Rating: 0 0
      Commented on:
      Gold to Replicate Oil's Parabolic Move; 30-yr Treasury Yields to Soar
      I do not think that yield on US treasuries will go much higher than say 5.25%. The FED will cap interest rates at these levels similar to the 40's, buying large amounts of treasuries.
      View article »
    • Tue Jul 15th 15:20 PM | Rating: 0 0
      Commented on:
      The SEC Panics
      I thought that naked shorting was illegal anyway?
      View article »
    • Tue Jul 15th 11:50 AM | Rating: 0 0
      Commented on:
      Proposed Solution to Decline in American Wealth: Free Trade
      It's called "rhineland model" duuude
      View article »
    • Tue Jul 15th 08:34 AM | Rating: 0 0
      Commented on:
      Proposed Solution to Decline in American Wealth: Free Trade
      FED should persue ultra-tight monetary policy to strengthen the dollar. Congress should enact import trarifs against "dumping" of Chinese products.
      As a result, commodity prices will be lower and manufacturing will flock back to the US. The "one-way free trade" we have seen so far does not work.
      View article »
    • Sat Jul 12th 16:22 PM | Rating: 0 0
      Commented on:
      ETF Update: There's Gold in Them Thar Hills!
      I'm not sure where you get the P/E ratio of 309 from, but I find the P/E ratio is about 19, at least according to Yahoo: finance.yahoo.com/q?s=...
      View article »
    • Thu Jul 10th 15:51 PM | Rating: 0 0
      Commented on:
      The Brightest Stars in the Commodities Boom, Part Two
      For few hundred pounds, try ESPI metals: www.espimetals.com/met...
      View article »
    • Thu Jul 10th 15:47 PM | Rating: 0 0
      Commented on:
      The Brightest Stars in the Commodities Boom, Part Two
      I mean "I am buying rare metals and their salts for the company I work for"
      View article »
    • Thu Jul 10th 15:46 PM | Rating: 0 0
      Commented on:
      The Brightest Stars in the Commodities Boom, Part Two
      Mark, the price per unit weight comes down when you order more from Aldrich or the like.
      I am in the business to buy rare metals and their salts for your business. We usually buy kg quantities and get much better prices compared to the "catalog price" I quoted above. For fun, I could ask a quote from Aldrich for 1 kg Co.
      View article »
    • Thu Jul 10th 15:40 PM | Rating: 0 0
      Commented on:
      Fannie and Freddie: When the GSEs Go, So Goes the Dollar
      Lower bond prices/higher interest rates will not attract capital to the US perse. Only when the rate of return is higher than the real inflation rate.
      View article »
    • Thu Jul 10th 13:41 PM | Rating: 0 0
      Commented on:
      Fannie and Freddie: When the GSEs Go, So Goes the Dollar
      The FED could always decide to swap the entire mortgage portfolio of Fannie and Freddie.

      What is more interesting is that the credit-default swaps are trading at levels implying a A2 rating, overlooking the government's implied guarantee of the debt. However, it could also be the case that traders rate the GSE debt at A2 to signal real US debt rating of A2!

      View article »
    • Thu Jul 10th 11:11 AM | Rating: 0 0
      Commented on:
      The Brightest Stars in the Commodities Boom, Part Two
      Mark, you can buy cobalt from Aldrich (Cobalt pieces, 99.5%, Item #266655) $58.60/100 grams
      https://sigmaaldrich.com/catal...

      Other sources include Alfa or CERAC.


      View article »
    • Mon Jul 7th 16:02 PM | Rating: 0 0
      Commented on:
      Apple Hires Segway's CTO

      The Apple Bubble

      P/E: 34
      Appreciation: 2400%+ (compare with oil, 1400%+)
      Signs of top: screaming people in front of apple stores
      View article »
    • Mon Jul 7th 16:02 PM | Rating: 0 0
      Commented on:
      Apple: BMO Capital Raises Estimates on Strong Mac Sales

      The Apple Bubble

      P/E: 34
      Appreciation: 2400%+ (compare with oil, 1400%+)
      Signs of top: screaming people in front of apple stores
      View article »
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