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  • Time for the 'Commodities Contrarian Contango' with Precious Metals and Energy [View article]
    ↓
    May 15 20:53 pm |Rating: +1 0 |Link to Comment
  • Gold Futures' Dirty Secret (Part II) [View article]
    I don't think the physical market for large LBA bars is "frozen" yet, considering the large amounts of gold and silver held at the ETFs. It would be another story if there are large redemptions of gold and silver from the ETFs.
    Sep 05 10:14 am |Rating: 0 0 |Link to Comment
  • Long Ideas for an Upcoming Crash [View article]
    nova, who says there actually will be an election? Perhaps Bush goes mad, declares martial law and nukes Iran.
    Jun 27 18:29 pm |Rating: 0 0 |Link to Comment
  • Long Ideas for an Upcoming Crash [View article]
    My price targets for gold and silver by the end of 2008 are $1250 and $25, respectively.
    If Bernanke is going to hyperinflate and de DOW "miraculously" rises well above 12,000 then all bets are off and we could easily see $2000 per ouce of gold.
    Jun 27 08:20 am |Rating: 0 0 |Link to Comment
  • Why Mining & Metal Investments Could Shine in the Coming Years [View article]
    That must be "prove it"...
    Jun 16 12:57 pm |Rating: 0 0 |Link to Comment
  • Why Mining & Metal Investments Could Shine in the Coming Years [View article]
    "If you take into account inflation then the equivalent price of that now is over $ 2,300. "

    Proof it.
    Jun 16 12:57 pm |Rating: 0 0 |Link to Comment
  • How Cheap Are Gold Stocks Relative to Bullion? [View article]
    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.
    Mar 28 12:40 pm |Rating: 0 0 |Link to Comment
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