20smoney

Short the U.S.A.

Couldn't agree more... i feel like this is something I have written... awesome article and common sense explanation of our monetary policy and economic strategy.

Why Gold Enthusiasm Is 'Cool' Again

Really good article and excellent point about how patience is needed.

Is Apple Poised to Move into the Living Room?

Agreed. Apple is poised better than anyone to capitalize on the living room. Why would they not? They have the seamless ecosystem of products and content already in place, why not add another room?

Stocks Will Fall 37% or Gold Will Rally 60%

Good article. Gold has plenty room to run. The fundamentals are incredibly supportive.

As Good as Gold?

TIPS are calculated by the government's flawed inflation model, therefore they can keep their inflation figures lower than real inflation. TIPS will not provide you with a real hedge if and when the dollar collapses. Only gold can do that.

U.S. Economy: 10 Predictions for 2010

craigimass:

People advertising gold = fleecing people? Wow, wake up buddy. Individuals can choose to own or not to own gold, but we don't have a say in our "leaders" destroying our own currency in order to secure votes.

Your government is fleecing you and your future. Gold is actually an insurance against this. It's up to you whether or not you want to take out insurance.


On Dec 30 11:26 AM craigimass wrote:

> Uh, maybe the interest in google on Gold has something to do with
> every TV and radio Zookeeper (Glen Beck, etc.) pushing it - since
> they can't get real advertisers?
>
> Fleecing the people is what is great about America. Even after you
> are done stealing 1/2 their money, you are allowed to dip into them
> for the rest.
>
> Viva free markets!

Short the U.S.A.

Wippet:

Yes, i'm doing the exact same thing you are doing. THanks for your comment.


On Jul 17 01:50 PM Whippet wrote:

> As for your positions, Paco, there is another quote by Lord Catamite
> Keynes: "The markets can remain irrational longer than you can remain
> solvent." It may be a bit early, and these are all timing trades
> based upon the fact you're using leveraged vehicles.
>
> Do remember that in another equities crash, there will be another
> flight to cash and Treasuries. The ten and thirty year rates will
> collapse again, perhaps not as far as last time, but collapse nonetheless.
> I'm a believer that we are experiencing, SIMULTANEOUSLY, Keynesian
> deflation AND Austrian inflation. Prices and wages are dropping
> AND the dollar is being devalued. This is evident in that dollar-denominated
> exogenous commodities (oil, gold, cocoa) have appreciated dramatically
> while retail prices, wages, and endogenous commodities (natural gas,
> lumber) have cratered. It's not as simple as buying TBT and waiting
> for Weimar.
>
> Right now, cash is king, although I hate the thought. Watch the
> failed recovery bubbles pop, and buy hard assets and their producers.
> It's tough to sit on the sidelines in cash when the markets pop,
> but it feels nice when they go splat.

U.S. Treasury Owned Gold: What Can It Buy?

Good article. I've been advocating a buy of GDX, AUY, GLD for months now at 20smoney.com

The End of Gold, Part Three

If coffee is $500 a cup, ill be glad i can sell some gold at $5000/oz in order to pay for stuff. everyone else will be screwed.

Meanwhile gold is spiking today!

Merrill Lynch Kisses Up to Gold, Predicts It Will Hit $1,500

gooooooooooooooooooooo...

Apple's Software Sales: Investors' Heaven

Good post. I'm huge on Apple but have recently sold much of my position in the recent bounce... i'm hoping Apple dips below $80 maybe even $70 to buy back in...

Great stock for the long term

China Decoupling and the Bond Market's Trade of the Century

American savers are not buying Treasuries! There are no American savers. The only entity here that is buying Treasuries is the Fed and maybe some traders. Traders are not buying these things to hold to maturity, they already have one foot out the door. The collapse of Treasuries will be HUGE.


On Jan 20 08:44 AM huangjin wrote:

> China has idle factories and cannot find buyers for its exports.
> America found buyers for its Treasuries: American savers, formerly
> consumers of Chinese imports. Other exporting nations have also slowed
> purchases of Treasuries because the dollars are not flowing into
> their countries. What was once an open loop from the U.S. to Asia
> and back, has become a closed loop in America as consumption drops
> sharply. It is America that has decoupled from the world.

Why I'm Selling Apple and Google Today - and Holding Amazon

I appreciate the article. I disagree with Apple to some degree. I think Amazon is an incredible company but is still pretty expensive. I think there will be better buying opportunities in 2009 for AMZN.

Thanks

How Much Are Apple's 45 Million Users Worth?

Interesting article with some large assumptions

5 Dividend Stocks for a Bear Market

several reasons to own WMT: 20smoney.com/2009/05/2.../