TMFSinchiruna

Silver Set to Sparkle

Marc,

I agree with you that silver will likely outperform even gold in the coming years, and support your selections for equities... except that I do not recommend the ETFs at all. CEF has the track record and proven ability to time bullion purchases through non-dilutive share offerings at auspicious prices while serving also to reduce excessive premiums when they get out of hand. I agree that CEF's premium, which is indicated daily on its website, provides a helpful tool for timing the accumulation of CEF shares.

If I may, I would like to link my article on silver here as well, as I think it fits in nicely with the information you've presented here.

www.fool.com/investing...

I have found visualization of the "slingshot effect" very effective in conveying to investors approaching silver for the first time to understand some of the mechanics of silver's movements relative to gold. I will, of course, appreciate your comments and those of your readers.

I also echo your call for $2,000 gold by the end of 2010. I expect silver to trade near $50 when gold hits that mark, and i do not rule out prices quite a bit higher for either metal as the mother of all currency crises unfolds.

www.fool.com/investing...

www.fool.com/investing...

Thanks again. I hope you don't mind these links... they are not intended for self-promotion by any means, but merely as a service to your readers in preparation for what I believe will be a momentous continuation of the multi-year secular bull market for precious metals.

Stimulus Puts Railroads on Fast Track to the Future

I'm perplexed by the selection of tickers included with this article. Are you suggesting a link between plans to build high-speed passenger rails and the outlook for freight operators like BNI and NSC? Hmmmm.

I wouldn't want any investors to get the wrong impression from your headline that the railroad stocks are facing a bright future anytime soon. In point of fact, and most unfortunately, I believe the opposite to be the case.

www.fool.com/investing...

caps.fool.com/Blogs/Vi...

Nucor Forges a Different Path

I agree.

www.fool.com/investing...

Why I Got Gold Wrong

This is the worst analysis I've seen on this website to date! Horrible! Are you kidding me? Go back to the drawing boards, learn a little something about fundamental economics, and then come back here and apologize for your transgression. I've heard some backward explanations for why gold is rising from others seemingly unable to grasp the underlying fundamentals, but to suggest that it's because gold has not had its image tarnished like other vehicles? That's pure desperation. Further, your suggestion that the dollar index has little bearing on gold is downright ludicrous. Try a long-term chart of the USDX against gold bullion, and see the correlation for yourself.

Of all the uninformed dribble I've seen about gold. This is perhaps the worst.

Check my blog for some insightful coverage, or my articles:

www.fool.com/investing...

www.fool.com/investing...

www.fool.com/investing...

www.fool.com/investing...

www.fool.com/investing...

www.fool.com/investing...

www.fool.com/investing...

www.fool.com/investing...

www.fool.com/investing...

Precious Metals Manipulation: Lawyers Prepare for Battle

Thank you for bringing attention to this very important topic!! The signs of market manipulation have been clear for some time, but until recently it seemed that corroborating evidence was a difficult hurdle to overcome. I believe that the recent wave of selling has produced some of the best evidence to date, and I hope that mining companies, investors, and other parties interested in ensuring the existence of uncompromised financial markets will unite in pursuit of truth and accountability as they pertain to the inexplicable action in the precious metals markets of late.

Forget $100 a Barrel - Oil Will Plummet to $30

Wow... that's the second REALLY atrocious article I've seen from this guy. His lack of understanding of geopolitics is astounding.

Yes, U.S. Gas Use Dropped; But So Did Production

I commend your objective approach! We news writers need to continue to call it as we see it.

www.fool.com/investing...

Why I Am Selling Precious Metals

He needs a gut check:

www.fool.com/investing...

:)

I wonder if that was me picking up his shares of SLW the other day... if so, thanks for the terrific bargain. :)

Looks Like There's a Silver Shortage

The longer-term argument regarding shortages in silver is distinct from the acute disconnect between paper and physical markets which emerged last week during the sell-off. This particular shortage event is very real... it may abate for now as the spot price recovers a bit more, but the shortage has been confirmed by a huge range of individual investors, bullion dealers large and small, economists, etc. Even if it is short-lived, this shortage is noteworthy for two reasons: it suggests that the correction will be less protracted than many people think, as spot price will find its way up to match the reality of the physical market until the temporary supply-demand equilibrium is reached, and second, it reminds silver investors of the very small size of the market for silver bullion. The readers above who commented on the shortage as an old story... that's because it's true... for years and years it's been a struggle for miners just to keep up with industrial demand in the low price environment which prevailed. With the addition of sizeable investor interest during this bull market, whether through the silver ETF or buying bullion directly... this renewed investor interest is tipping the balance towards a failure in the supply chain. I published an article on The Motley Fool yesterday about this issue, which can be reached from the blog page provided above. Thanks to the author of the above piece for spreading the word as well. This is an important news item. Call it what you will: a delay in procuring inventories, a supply chain disruption, or a shortage... the result is the same... inveastors looking for silver are/were having a very hard time finding it, and that is very bullish for the price of silver.