Nelson_Lai1975

Profiting From Bernanke's Super-Fed and Obama's Newer Deal

I agreed that Fed Carry Trade (as mentioned in your article) is what keeping demand for Treasuries artificially high.

However, I don't believe that the tide will shift as we speaks. The Fed has not acquired enough debt as of yet. The Fed will want to be gold price low (via Gold Carry Trade) so there can continue selling 30 years Treasuries at around 2%.

Think about it, if you are the Fed, will be satisfied with selling only 2 trillions of treasuries ? No, 2 T is like a big drop of water in the bucket, but that is not Fed ultimate goal.

With all the anticipated spending that are needed in the short future, Fed will want to continue the Fed Carry Trade as long as possible.

The tipping point will be outside force from the Fed That outside force will be inflation.

It may take at least until after June before signs of inflation show up.

Let wait and see.....

Gaza War: Expect a Spike in Oil, Gold

Hi:

What is the Q-Formula, I did a Google search and did not find anything relevant to security asset pricing.

Is the Price of Gold Artificially Depressed?

My respond to berberick

Please let me know where you live, I will bring truck load of bread and exchange them for gold coin.

Get I get a 1/10 oz pure gold coin for a loaf of Pepperidge farm bread ?

How many loaf of bread do you want to exchange them for. If needed be, I can hire extra driver to deliver more truck load of bread to your house.

Please remember to tell me where you live, I will drive a truck full of breads to your house. (I hope you like the free home delivery)

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Aug 07 07:43 PM
Stop acting like gold is a currency ! Try to go to the grocery store with a gold coin and buy a loaf of bread ! Gold is supply and demand , it's worth what someone will pay for it period . It's not a currency - the inflation hedge theory is just that . If the inflation hedge theory was true gold would be at thousands of dollars . You try to tell me what inflation has been over the last 200 years . I've traded gold a few times , I've traded silver a few times - but it's just that a trade .

The Brightest Stars in the Commodities Boom, Part Two

Mark Anthony Bought my attention to the link between Gold Fusion and Palladium

I indeed found this very interesting updates on Cold Fusion

www.rexresearch.com/ar...

Review it and do D&D for yourself. If the Cold Fusion thing really worked, oil should be back to $50 and Palladium will easily be at $1200

Betting on $1000 Gold in September

Very good post, I see all these off topic comments.

The point here is, there is a huge bet of gold going over $1000 in Sep.

The question is, how can we profits from it.

Tim, are you buying those same call options as well.

When there is a buyer, there is a seller. My concerns is, wouldn't the seller be concerned, (that there will lost around $150 millions when gold is over 1000 for spot delivery).

Don't you think the seller will do all that he can, i.e. to prevent gold from going over $1000.

The most likely scenario that a super spike in gold is some thing extra ordinary like Israel strike Iran, but since Israel F-15 needs to first fly over Iraq before it can reach Iran, most people think that cannot happen (unless the US permits) it.

Do you have any reason, theory to believe that a super gold spike can occurs (w/o those extra ordinary events)

Given that oil has corrected some much, gold tried to rally over 1000 and failed (it actually failed 3 times during last 3 weeks), many speculation are some big central banks players are behind it (prevent gold are going higher)

Care to share anything ?

The Brightest Stars in the Commodities Boom, Part Two

Mark:

Does the HYBRID car auto catalyst converters require Palladium, Rhodium & Platinum ?