Marc Courtenay

http://www.ChecktheMarkets.com
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66 Comments

    • Mon Nov 17th 21:16 PM | Rating: 0 0
      Commented on:
      Precious Metals Will Depose Cash from Its Temporary Throne
      We enjoy your articles and more importantly they help us keep things in their proper perspective. Keep them coming Peter, and thank you!!
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    • Tue Nov 11th 13:18 PM | Rating: 0 0
      Commented on:
      Are We in Deflation or Inflation?
      Thanks Gary. To me the heart of your article is in the statement, "The title of this article should actually be Deflation AND Inflation because that is what we currently have; deflationary destruction of credit/liquidity and global authorities pushing on that string. We were never going to get active inflation policy until a well rooted deflation impulse took hold. It is here, it is monetary and gold is outperforming, which is all the gold miner investment stance needs."
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    • Tue Nov 11th 13:14 PM | Rating: 0 0
      Commented on:
      Energy Investments Under Obama: Eye on Barclays Carbon ETN
      Nice work David. You said it all when you wrote"The best place to start our investigation is with a review of Obama’s “New Energy for America” plan. It’s a comprehensive document detailing the President-elect’s roadmap for energy independence." Keep bringing these uniques investment themes our way and thank you.
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    • Mon Nov 10th 18:36 PM | Rating: 0 0
      Commented on:
      Recessionary Equity Strategies: Having It All
      Points are well received and your defensive companies are a group worthy of review. Thanks Marc...great name and great minds think alike.
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    • Wed Nov 5th 15:37 PM | Rating: 0 0
      Commented on:
      Recessionary Equity Strategies: Still Going for Growth
      This was a very helpful analysis. Added to it would be an look at what the exchange specialists are accumulating when the markets correct and break down. Momentum would be added to your top stock picks if the "big boys" were also targeting them. Thanks again Marc for your thorough approach.
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    • Thu Oct 23rd 17:56 PM | Rating: 0 0
      Commented on:
      Why Gold Will Rocket
      Whoops, the first video link which I refer to is:

      video.google.com/video...
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    • Thu Oct 23rd 17:55 PM | Rating: 0 0
      Commented on:
      Why Gold Will Rocket
      I checked with a group of large precious metals dealers today. None of them had anything smaller than kilograms of gold and 1,000 ounce bars of silver. Supply shortages are world wide. Why is the US dollar soaring now during America's worst financial crisis ever? Check out the following video which is just one of several announcements on this topic which I've been hearing....
      video.google.com/video... and even if you have to copy and paste it, hear Roubini's latest speech and you'll know,
      bloomberg.com/avp/...
      View article »
    • Thu Oct 23rd 17:53 PM | Rating: 0 0
      Commented on:
      Pay Attention to Indian Silver Buying Spree
      I checked with a group of large precious metals dealers today. None of them had anything smaller than kilograms of gold and 1,000 ounce bars of silver. Supply shortages are world wide. Why is the US dollar soaring now during America's worst financial crisis ever? Check out the following video which is just one of several announcements on this topic which I've been hearing....
      video.google.com/video... and even if you have to copy and paste it, hear Roubini's latest speech and you'll know,
      www.bloomberg.com/avp/...
      View article »
    • Wed Oct 22nd 20:23 PM | Rating: 0 0
      Commented on:
      Gold Liquidity Play a Setup?
      Sadly and in a perverse way, Brad's article is a distinct possibility in "the scheme of things" in this new financial world order that is emerging. I admire Brad for having the courage to even mention the possibilities. One big question for now is, "How long will it take for the potential short-squeeze to develop?" My guess, and it is only a guess, it will might take longer this time for a number of reasons. Maybe they can suppress the price of oil, gold and silver till after the inauguration if not longer. It wouldn't shock me at this point and we might see some sucker rallies in between and then more sickening waves of selling.
      View article »
    • Sun Oct 5th 13:30 PM | Rating: 0 0
      Commented on:
      Silver Linings in the Panic Selling and Madness
      The same approach you are suggesting on FCX could be taken with Penn West Energy Trust (NYSE:PWE) whose yield for now is near 18%.Not too long ago Morningstar put a fair market value of $37 per share on this well-managed, resource rich Canadian royalty trust. The key to my article is found in two facts: 1). Everybody seems afraid of everything right now (a.k.a.unbridled fear) and 2). Every step that the treasury dept., Congress, and the Fed takes to ease the credit tightness, increase liquidity and inflate our economy is inevitably bad for the value of the dollar. They are debasing the dollar's buying power over the medium-term, and you know what that usually means for things like precious metals. These are the realities, not the emotions or opinions of pundits.
      Thanks for your comments and for sharing your perspectives.
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    • Sat Oct 4th 20:51 PM | Rating: 0 0
      Commented on:
      Global Liquidity Crisis: What Now?
      What's your opinion on short-term deflation as a result of an imploding economy already in recession? I want to believe you are right about commodities if there is a concerted worldwide effort by central banks to lower interest rates and add lots of liquidity. Thanks for your article. May all this lead to a more civilized world with less corruption...I know...I'm dreaming again.
      View article »
    • Sun Sep 21st 19:21 PM | Rating: 0 0
      Commented on:
      Ormat Technologies Seeks $1.5B to Fuel Growth
      ORA remains the best geothermal company around. Thanks for sharing this article and the update. Very well done.
      View article »
    • Sun Sep 14th 13:49 PM | Rating: 0 0
      Commented on:
      Dundee Securities Analyst: Barrick Gold and HudBay Minerals 'Oversold'
      The numbers mentioned on ABX correlates well with a number of other gold and precious metals producers, which is the markets way of saying "watch out below". It might be oversold, but on the other hand, with the LEH mess and the depth of the banking crises, gossip is flying that some loans to more hedge funds will be called in and more forced liquidations ensue. If that happens commodities could tumble further, especially energy and precious metals. Tomorrow might be ugly (no more than a 50-50 chance) and if it is it would give Bernanke and the Plunge Protection Team the excuse they need to cut interest rates on Tuesday, which could be very, very good for precious metals prices. We should all keep some of our powder dry.
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    • Sun Sep 14th 13:42 PM | Rating: 0 0
      Commented on:
      Brazil and Petrobras Are Awash in New Oil
      Thanks for all the helpful comments and insights. Looks like the oil refineries dodged a bullet with Hurricane Ike and early indicators on the damage to offshore drilling rigs and platforms also seems like Ike's path spared most of the big rigs.
      Now I'm not a CFA when it comes to stocks, but if you compare the Key Statistics, The Balance Sheet and The Cash Flow Statements of PBR vs. say ConocoPhillips (NYSE:COP), I'd personally rather own COP right now and avoid the political risk.
      As Steve mentions in his comment, I'd want to wait until the Brazilian government announces its plans and intentions for PBR before I'd own a single share. Just my perspective, but a valid caveat right now.
      One other things, if there are more bank failures and more Lehman's dangling on the cliff, some of the loans to hedge funds could be called in and more forced liquidations ensue. If that happens there would be more downside pressure on commodity prices, especially oil, gas and precious metals. Not for sure, but a real possibility.
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    • Tue Sep 9th 14:40 PM | Rating: 0 0
      Commented on:
      Seven Reasons Inflation Won't Vanish
      Jimbo's comments are appreciated and should be considered by potential TIPS investors. The words of ProHFAnalyst sound prophetic today as the commodity sector is hammered down to lows we haven't seen in quite awhile. Right now this sell-off in precious metals and energy has us all focused on deflationary forces, and that might be the persistent theme for awhile...at least until Mr. Bernanke launches his helicopters and begins dropping more paper money to save the day.
      View article »
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