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E.D. Hart

E.D. Hart
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  • As Fed Prepares To Move, This Precious Metal Is Losing Its Luster [View article]
    Purpose: to diversify away from US dollar exposure.
    Jul 25, 2015. 09:27 PM | Likes Like |Link to Comment
  • Why Warren Buffett Bought Suncor [View article]
    Except he made one of his best investments ever in Chinese energy: where he made 3.5 billion on 500 million investment.
    Jul 24, 2015. 08:59 PM | 1 Like Like |Link to Comment
  • As Fed Prepares To Move, This Precious Metal Is Losing Its Luster [View article]
    Interest rates will not be normalized in your lifetime, according to Bernanke...and I tend to agree. Normal would be 4 to 5%.

    There is a possibility you wont see rates that high for 30 years.

    Instead, there is a real possibility that we will see inflation rising faster than interest rates for a decade or more.

    With that as a possibility, it still makes sense to hold your gold as insurance of negative rates, and currency debasement concurrent withe US dollar reserve status decline.
    Jul 24, 2015. 08:41 PM | 1 Like Like |Link to Comment
  • The Case For The Canadian Oil Sands [View article]
    It would be nice to see an estimate of fair value; great article.
    Jul 22, 2015. 04:58 AM | Likes Like |Link to Comment
  • Doom And Gloom For Gold Overdone? - Are There Positives Ahead? [View article]
    Excellent writeup with objective style, great job.
    Jul 22, 2015. 04:37 AM | Likes Like |Link to Comment
  • What Do 1987, 2003, 2009, And 2015 Have In Common? [View article]
    Charts aside, I don't think valuations--stretched as they are, represent the best case for a rally going forward--best case I see a sideways turbulent market for medium term of 3-5 years.
    Jul 22, 2015. 04:31 AM | Likes Like |Link to Comment
  • Chinese Gold Holdings Surprise Investors, But Is It Bullish Or Bearish? [View article]
    "WHY did the Chinese underestimate their numbers? "

    So that they can not show their hand, and continue to build reserves at what they hope will be lower prices.
    Jul 18, 2015. 08:41 PM | 3 Likes Like |Link to Comment
  • Osisko Drills Impressive Results At Coulon And Expands Its Investment Portfolio [View article]
    Looks great but what about valuation?
    Jul 2, 2015. 08:12 PM | Likes Like |Link to Comment
  • Bulls Hiding Behind Bears [View article]
    Asset class rotation is the holy grail of portfolio management. Currently we are in a bond bubble, has no where to go but down. But it might take awhile.

    Where will capital flight take us next? Meb Faber's research on asset class rotation offers some answers. (no I'm not a paid shill, just an admirer of his work, and read his first book).
    Jun 12, 2015. 03:58 AM | Likes Like |Link to Comment
  • Monetary Policy And Inequality [View article]
    Let history be the judge. The inflation genie, once out of the bottle, may prove difficult to put back in. Lets revisit this topic again in five years as we know that inflation hurts those the poor, and those with fixed income, much more than the wealthy and those able to allocate to other asset classes.
    Jun 3, 2015. 03:50 AM | 1 Like Like |Link to Comment
  • Gold Market Tightness Puts COMEX Clearing Members On The Edge Of Default... [View article]
    The point of the article is that this situation is not sustainable.
    Jun 1, 2015. 03:22 PM | 11 Likes Like |Link to Comment
  • Klondex Mines' Q1 Was Relatively Weak, But The Performance Should Improve [View article]
    THanks for the update. Long: Klondex
    May 27, 2015. 07:45 PM | Likes Like |Link to Comment
  • Why I'm A Gold Bull [View article]
    Please explain why international demand is meaningless for gold going forward?
    May 27, 2015. 06:35 PM | 2 Likes Like |Link to Comment
  • Gold And Financial Assets Are In The Least Ugly Contest [View article]
    Acting and investing from fear is dangerous??? This market scares the hell outta me, and fear is the essential component of investing if done rationally. I think you mean irrational fear.
    May 22, 2015. 08:22 PM | 1 Like Like |Link to Comment
  • The Next Gold Bull Market Starts Before October [View instapost]
    The macro environment necessary for $700 gold would be positive and increasing real interest rates globally...that simply is not in the cards for a long time. Harry Dent has almost no chance.
    May 14, 2015. 05:20 PM | Likes Like |Link to Comment