Brian in Montreal

http://podomaticbrian.podomatic.com
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44 Comments

    • Tue Sep 9th 22:54 PM | Rating: 0 0
      Commented on:
      Short-Term Correction in the Commodities Bull Market
      Ok I'm a gold bug and I also love to short gold stocks, have the best of both worlds, hold the physical and short the paper stuff is the theme I like the best. Almost every time gold drops 3% the stocks drop 6% sometimes 10% (don't believe me look at todays numbers for GDX and GLD, the reverse when thinks go up), think about that for a moment. Cheers, Brian.(disclosure: long and short)
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    • Tue Sep 9th 19:45 PM | Rating: 0 0
      Commented on:
      Equity Benchmark: A Climb Too High
      Everyone up here is in denial as well. Why should our economy suffer just because the USA is suffering? well, All the Gold and Oil won't save us either. Short everything, but mostly Banks and Gold and I'm a gold bug, imagine.
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    • Wed Aug 13th 07:22 AM | Rating: 0 0
      Commented on:
      Four Ways to Keep Cool in a Nervous Market
      Thanks, Nice reality check actually.
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    • Mon Aug 11th 23:41 PM | Rating: 0 0
      Commented on:
      Gold (and Gartman) Haunting Some Investors
      Sorry, I forgot to add my favorite site for Gold commentary, Jon Nadler Kitco.com
      View article »
    • Mon Aug 11th 23:37 PM | Rating: 0 0
      Commented on:
      Gold (and Gartman) Haunting Some Investors
      When talking about AAPL before earnings one thing to do if your expecting a disappointment is to buy puts.

      I would do things differently for gold. The shares seem to move faster, and the reasons to hold gold seem to be reasons not to hold the stocks.

      So I have had success with DZZ, but more with HGD.to it's the double inverse of XGD.to (TSE gold stocks basket) there is an HMD.to (Mining in general) and HBD.to (bullion down) but until recently the volume was terribly light. (also for fun HOD.to oil down HED.to oil stocks down)

      Then when the gold dust clears, take your profits and you still will have your gold.
      View article »
    • Mon Aug 4th 08:19 AM | Rating: 0 0
      Commented on:
      Apple, Major Indexes Stuck in Sideways Holding Pattern
      Thanks, everyone loves AAPL so much it hard to find anyone who thinks the chart looks a bit weak, but if we were talking about a financial stock, resistance might be taken more seriously.
      View article »
    • Sun Jul 27th 07:59 AM | Rating: 0 0
      Commented on:
      Steve Jobs: Honesty Is the Best Policy
      I get it, the F word belongs there, you can't change that. It's actually boardroom talk anyway.

      You think the hedgies don't use that exact word when they spread there little rumors.

      Look I might be wrong, but to me this is time to play it a little bit safer. I hate giving more money to those individuals on wall street, but if I buy an expensive AAPL $2 or $4 Put to cover each 100 shares I hold, then I'm long with insurance (a little wall street protection money). AAPL moves up $10 or $20 and I won't even notice it's gone (to wall street).
      Any comments would be appreciated...
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    • Thu Jul 24th 08:50 AM | Rating: 0 0
      Commented on:
      A Fed Rate Hike Won't Solve the Current Crisis
      I don't agree that the dollar is moving oil, heggies maybe, however the FED can talk about raising interest all they want. Up here in Canada the banks seem to have more control, we didn't drop interest rates much, and mortages still went up. Maybe the U.S. banks like that idea. Let's raise rates and raise mortage rates even more, since they can now borrow for less than the price of inflation, (like drunks at an open bar so to speak).

      By the way, comments on POT being cut were very interesting over on David Fry's Market outlook.
      View article »
    • Thu Jul 24th 08:40 AM | Rating: 0 0
      Commented on:
      Thursday Outlook: Commodities, Emerging Markets
      Opps, Wall Street got a hangover, sorry (I even proof read it, to fast).
      View article »
    • Thu Jul 24th 08:39 AM | Rating: 0 0
      Commented on:
      Thursday Outlook: Commodities, Emerging Markets
      Dave, Apparently Wall Street got (according to Bush, what an expert) and they are now hungover.
      So why is the FED still pouring on the Booze !?!?!
      Bush and the oil boys must just love this party so much they don't want it to end.
      I guess the Democrats get to turn out the lights. I bet that's not going to be pretty ?!?!?!
      View article »
    • Wed Jul 23rd 20:16 PM | Rating: 0 0
      Commented on:
      Apple Erases All of Post Earnings Losses
      Nothing wrong with USER 163362 selling before earning, I prefer puts, ahead of earnings. With AAPL it's becoming a no brainer. Think of all the shares you would own if you had done that everytime. or you could even invest the proceeds in something else to diversify (the horror).
      View article »
    • Wed Jul 23rd 08:35 AM | Rating: 0 0
      Commented on:
      Wednesday Outlook: Commodities, Emerging Markets
      Thanks Dave, I thought I was losing it yesterday especially between 2 and 4pm, I was mostly watching AAPL do an impressive comeback, and I thought it would finish weak. Even worse, most of the out of the money puts (for protection) closed negative even though AAPL was down $4. Large volumes too, I guess nobody needs protection any more. The morning prices were'nt great either of course but that I expected from Wall Street.
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    • Mon Jul 21st 08:32 AM | Rating: 0 0
      Commented on:
      11 Golden Prospects, Courtesy of Bernanke
      Well, cost must be high but may actually come down with oil.

      However the GLD and DGP (double gold or double inverse DZZ) might be safer give that stocks are stocks and can fall with the market and costs, even while gold rises.
      There are many more posts on Gold and Gold stocks to read as well before speaking with your own analyst to find out how much exposure you need in your account. Many posts talk about how the stocks have been trailing the metal (cost again I suspect) I like DGP because you can use less cash.
      Don't forget the posts on kitco.com, Jon Nadler is an incredible read for me every day.
      View article »
    • Sat Jul 19th 12:45 PM | Rating: 0 0
      Commented on:
      Can Apple Save Tech? (Earnings Come Monday)
      Singh, my spouse did, silly me I've been filling the minivan, the car, and my motorcycle (the only thing I'm allowed to drive). What was I thinking ?
      But actually she explained it's one MAC or 3 more PC, and the newest ones have Vista. She had a point. So thanks to Vista I'm going higher than the whisper number that's 1.11 apparently to 1.13 revenues is even harder it depends on cost and there is no inflation number that can be used, unless you use China's (probably more accurate for the USA) 7.63B.
      View article »
    • Sat Jul 5th 20:55 PM | Rating: 0 0
      Commented on:
      On Country Selection
      Most of these other Countries are often a play on resources or cheap labor. I would read Fry's charts right here on seekingalpha before venturing into another market. No matter how simple the economy might be these are still stocks, and Fry's charts could help.
      View article »
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