cachaca

7 Comments

    • Gyrating Salsa: Brazilian Economy Dancing with Joy [view article]
      dude...check your facts.
      Electricity is NOT abundant. They were having blackouts just a couple of years ago. You can't fix that overnight.

      I am from brazil, and frankly, I fear investing in Brazilian companies. I have made money for short stretches on Vale do Rio Doce (RIO) and Petrobras (PBR). But you have to always be mindful of corruption in Brazil.

      It is a developing nation, growing fast, but without the rigid walls that China erects with the communist regime. An analogous nation to Brazil is India.

      Yes, there are grat investment opportunities, but as always, DYODD.       Apr 20 08:55 AM
    • Next Stop: $2,000 Gold [view article]
      "Gee, I'm sorry, but gold bugs are all the same"

      Well, I will tell you that I am a "regular" investor who happens to have been born and raised in a 3rd world country. I had been fully vested in "regular" stocks up till just a few months ago.

      GOLD holds its value through monetary correction...nuff said
      I think that we are seeing a flood of dollars as the fed prints and the foreign powers dump greenbacks.

      I do not know how high GOLD will go, but I know that the dollar has not hit bottom yet...and that is enough for me.

      Once the market is a tad less volatile, I will be a "regular" investor again. Till then, I will be wearing GOLD slippers to bed.       Mar 24 10:23 PM
    • U.S. Dollar Paradigm Shift Underway [view article]
      so...I see many opinions represented here...and it is just GREAT. No matter what side of the fence you picked.

      Time will tell who was right or wrong.

      Though I am a firm believer that we are on a path to inflation (too many greenbacks flooding the market), I will agree with the poster who said that too many countries base their economies on the dollar to let it go to hell all of a sudden.

      I think this is the end of an empire...but we are not going to just die at 7am on Sunday. We are going down like a patient with cancer. The hair loss is normal after chemo, and recovery IS possible...hey Lance Armstrong did it!       Mar 24 09:36 PM
    • U.S. Dollar Paradigm Shift Underway [view article]
      I realize that we all have our own, but I do not agree with your point of view.

      "
      As far as money supply: we are in a deflationary time, not inflationary, as the goldbugs would have you believe. Money supply is coming down as the financial world is reassessing its risk models.
      "

      Money supply coming down!!! Ask the guys working for the Mint Presses. Ask the oil sheiks what they are doing with all the greenbacks they get from Oil. Look around for how much real estate has already been bought by foreign interests, and continues to be bought every day. Foreign banks helping American banks (a-la Citibank) is not for charity, but a great way to unload greenbacks.

      I too believed that the money supply was tight, but it is not true. Anybody (who can afford) can find a bank that will loan them money, and at a low interest rate.

      **
      I think that we are at the end of an era...an era of economic domination by the USA.
      I believe that within the next 12 months we will see OPEC switching to the Euro (following Iran's lead, who switched to the Euro in 2006).
      I believe that China will slow down its growth to single digits over the next 5 years, and then to sub 5%. They just can't sustain this momentum.
      I believe that Gold at $1000/oz is new new base, along with Silver at $20.
      I believe that the new baselines in the price of most commodities are not mostly due to speculation, but due to actual market forces.
      I believe that OIL is being heavily speculated by OPEC and the new high prices are being used as a baseline for non-OPEC oil producing countries (a-la Brazil).

      All in all, your opinion, or mine, are going to be proven over the next few months.

      Unlike you, I do not think that the toilet has been flushed. There is a lot of DUDU yet to drop...and just like my 4 year old did...the toilet paper is going to get pulled by the toilet when it does flush. There goes the value of your dollar.       Mar 24 04:44 PM
    • DryShips Deserves More Love [view article]
      yes...DRYS needs some love.
      I fully expect this stock to explode in 2008

      Working against DRYS is its own CEO. The dude is a bit of a nutcase, lending less credibility to his business.

      Its investment in RIG is also seen as a sign of weakness in his business. I disagree, he was swimming in cash from profits, and decided to put the money to use in another very profitable business.

      I believe in DRYS...but if you are more not up for a wild ride, check out DSX. They have less debt and seem to fluctuate a lot less then DRYS.

      Cheers!       Mar 14 09:19 AM
    • Contrarian Indicator: Analyst Buy Ratings [view article]
      hey... "wall street guy"...get a grip

      This is not a recommendation, just a small "science project".

      They made a thesis and backed it up with data.

      "SoRoNgO" had it right...do your homework.

      As a side note, Cramer likes to say that analyst ratings are the best contrarian indicator for him.
       Mar 05 04:12 PM
    • Wall Street Breakfast: Must-Know News [view article]
      I think it is WAY too early to go long
      One liner: stick to commodities for the next 6-12 months...ignore all else. You could make money on sector runs, but why bother.       Mar 04 10:23 AM
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