JudeJin's Comments JudeJin's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/180122/comments Roger Wiegand: $2,960 Gold on the Horizon? http://seekingalpha.com/article/175576-roger-wiegand-2-960-gold-on-the-horizon?source=feed#comment-782258 782258
so an reasonable guess is that this time gold will rise to between 3000 to 6000 dollars per ounce.

of course, that's just US's M0 and M1. if japan or UK goes into default or hyperinflation, it could be way higher than 6000/ounce.]]>
Mon, 30 Nov 2009 01:36:36 -0500
so an reasonable guess is that this time gold will rise to between 3000 to 6000 dollars per ounce.

of course, that's just US's M0 and M1. if japan or UK goes into default or hyperinflation, it could be way higher than 6000/ounce.]]>
Husebye: A Contrarian's View of the Markets http://seekingalpha.com/article/174416-husebye-a-contrarian-s-view-of-the-markets?source=feed#comment-768440 768440
liquidity floats all boats.

all said, i'm more confident about gold than stocks.

this guy is predicting that gold is likely to see 700, which shows that he doesn't have a whole picture of what's going on.

let's focus on dow/gold ratio. it is 9 right now, it'll go down to 2 or 1.

my guess is when dow/gold ratio of 1 or 2 happens, dow will be in the 10000-14000 range and gold will be in the 5000-10000 range. because when inflation hits, bond will collapse and liqudity will chase after stocks as well.

one can pump more air into a leaking balloon while the leaking air goes into hard assets like gold. ]]>
Fri, 20 Nov 2009 01:04:31 -0500
liquidity floats all boats.

all said, i'm more confident about gold than stocks.

this guy is predicting that gold is likely to see 700, which shows that he doesn't have a whole picture of what's going on.

let's focus on dow/gold ratio. it is 9 right now, it'll go down to 2 or 1.

my guess is when dow/gold ratio of 1 or 2 happens, dow will be in the 10000-14000 range and gold will be in the 5000-10000 range. because when inflation hits, bond will collapse and liqudity will chase after stocks as well.

one can pump more air into a leaking balloon while the leaking air goes into hard assets like gold. ]]>
Faber: Gold a Better Buy than at $300/oz. http://seekingalpha.com/article/174088-faber-gold-a-better-buy-than-at-300-oz?source=feed#comment-766765 766765 Thu, 19 Nov 2009 03:26:35 -0500 Recent Market Activity: Gold, USD, China and Japan's Sovereign CDS http://seekingalpha.com/article/173530-recent-market-activity-gold-usd-china-and-japan-s-sovereign-cds?source=feed#comment-763016 763016 there were many reasons:
1. burst of oil bubble
2. gold finished its bull run, reached its theoretical value according to gold standard.
3. china began to export deflation
4. IT revolution
5. rising stocks and declining gold mega trend.

volcker won't be effective now. some other volcker will be effective only when gold will have finished its bull run.]]>
Mon, 16 Nov 2009 22:51:51 -0500 there were many reasons:
1. burst of oil bubble
2. gold finished its bull run, reached its theoretical value according to gold standard.
3. china began to export deflation
4. IT revolution
5. rising stocks and declining gold mega trend.

volcker won't be effective now. some other volcker will be effective only when gold will have finished its bull run.]]>
Gold and Silver Continue Their Ascent http://seekingalpha.com/article/173482-gold-and-silver-continue-their-ascent?source=feed#comment-761885 761885
so the rest of the world competed for the rest, about 1000 tons.

guess what the price would be when the much more affluent european, american, japanese start to buy gold.]]>
Mon, 16 Nov 2009 09:27:32 -0500
so the rest of the world competed for the rest, about 1000 tons.

guess what the price would be when the much more affluent european, american, japanese start to buy gold.]]>
Weekly Recap: Is the U.S. Going Bankrupt? http://seekingalpha.com/article/173255-weekly-recap-is-the-u-s-going-bankrupt?source=feed#comment-758769 758769
the upside in gold(gold miners) is so big that we shouldn't be worried any short term corrections if any.

the gold miners have underperformed gold but also put them right at the sweet spot now, meaning there's not much downside as long as gold stays above 1050 and they're fully levered to the rise of gold price.]]>
Fri, 13 Nov 2009 11:34:40 -0500
the upside in gold(gold miners) is so big that we shouldn't be worried any short term corrections if any.

the gold miners have underperformed gold but also put them right at the sweet spot now, meaning there's not much downside as long as gold stays above 1050 and they're fully levered to the rise of gold price.]]>
Economic Parallels Between U.S. and Japan http://seekingalpha.com/article/173210-economic-parallels-between-u-s-and-japan?source=feed#comment-758742 758742
special interest groups in both countries seek to dampen the impact of this increased competition on themselves by making all the other people suffer more. thus we see protected industries, like wall street, flourishing and taking home gigantic bonuses, while other ordinary citizens take on the brunt of the impact.

without any intervention and special interest groups meddling in the process, the pain would have been spread out much more evenly across all sectors and among all citizens in both countries.

misallocating resources, gains and pains, will make both countries much less competitive in dealing with this challenge.

india, especially china, will end up to be the biggest winner.

the biggest enemy is not the opponent, but always is within oneself.]]>
Fri, 13 Nov 2009 11:24:30 -0500
special interest groups in both countries seek to dampen the impact of this increased competition on themselves by making all the other people suffer more. thus we see protected industries, like wall street, flourishing and taking home gigantic bonuses, while other ordinary citizens take on the brunt of the impact.

without any intervention and special interest groups meddling in the process, the pain would have been spread out much more evenly across all sectors and among all citizens in both countries.

misallocating resources, gains and pains, will make both countries much less competitive in dealing with this challenge.

india, especially china, will end up to be the biggest winner.

the biggest enemy is not the opponent, but always is within oneself.]]>
Marc Faber Is Conflicted About the Price of Gold http://seekingalpha.com/article/173062-marc-faber-is-conflicted-about-the-price-of-gold?source=feed#comment-758089 758089
in his heart, he's a firm believer in the gold's bull case.

anyone who believe that gold will go to 5000 or above, shouldn't be concerned with short term pullbacks if any.]]>
Thu, 12 Nov 2009 23:02:16 -0500
in his heart, he's a firm believer in the gold's bull case.

anyone who believe that gold will go to 5000 or above, shouldn't be concerned with short term pullbacks if any.]]>
3 Reasons Not to Believe In Gold's Recent Rally http://seekingalpha.com/article/172786-3-reasons-not-to-believe-in-gold-s-recent-rally?source=feed#comment-756479 756479 Thu, 12 Nov 2009 00:09:15 -0500 The Global Oil Scam: 50 Times Bigger than Madoff http://seekingalpha.com/article/172797-the-global-oil-scam-50-times-bigger-than-madoff?source=feed#comment-756368 756368 Wed, 11 Nov 2009 20:44:59 -0500 Five Charts to Rule Them All: A Telling Week for Bonds http://seekingalpha.com/article/172735-five-charts-to-rule-them-all-a-telling-week-for-bonds?source=feed#comment-755189 755189 Wed, 11 Nov 2009 09:17:23 -0500 The Collapse of Effective Demand http://seekingalpha.com/article/172687-the-collapse-of-effective-demand?source=feed#comment-755179 755179
the reversal of fortunes between china and usa will be the most spectacular. ]]>
Wed, 11 Nov 2009 09:12:13 -0500
the reversal of fortunes between china and usa will be the most spectacular. ]]>
The End of Safe Havens http://seekingalpha.com/article/172648-the-end-of-safe-havens?source=feed#comment-754846 754846 Wed, 11 Nov 2009 01:56:52 -0500 The Dodd Bill: Generally Very Good http://seekingalpha.com/article/172601-the-dodd-bill-generally-very-good?source=feed#comment-754841 754841
we only need one regulation: the market principles.

anything else is just more interventions to protect the existing establishments.

the worst is yet to come!

Shame On America!]]>
Wed, 11 Nov 2009 01:45:12 -0500
we only need one regulation: the market principles.

anything else is just more interventions to protect the existing establishments.

the worst is yet to come!

Shame On America!]]>
How the U.S. Government Is Swallowing the Economy http://seekingalpha.com/article/172339-how-the-u-s-government-is-swallowing-the-economy?source=feed#comment-753340 753340
currently, china and india alone consume almost 1/2 of world's production of gold.

when the european, the japanese, the american wake up and start to accumulate gold, gold will be out of reach for most of the poor people in the world. ]]>
Mon, 09 Nov 2009 22:53:54 -0500
currently, china and india alone consume almost 1/2 of world's production of gold.

when the european, the japanese, the american wake up and start to accumulate gold, gold will be out of reach for most of the poor people in the world. ]]>
Fixing the Economy by Breaking It Yet Again http://seekingalpha.com/article/172135-fixing-the-economy-by-breaking-it-yet-again?source=feed#comment-752217 752217 Mon, 09 Nov 2009 09:11:13 -0500 Fixing the Economy by Breaking It Yet Again http://seekingalpha.com/article/172135-fixing-the-economy-by-breaking-it-yet-again?source=feed#comment-752213 752213
Krugman and Friedman are just shooting star at their very best!]]>
Mon, 09 Nov 2009 09:09:36 -0500
Krugman and Friedman are just shooting star at their very best!]]>
Unemployment: It's Even Worse than You Think http://seekingalpha.com/article/172084-unemployment-it-s-even-worse-than-you-think?source=feed#comment-752035 752035
the USA will keep losing jobs until the wage levels are equalized across the pacific.]]>
Mon, 09 Nov 2009 06:50:55 -0500
the USA will keep losing jobs until the wage levels are equalized across the pacific.]]>
Dispelling Myths About the Stock Market and Precious Metals http://seekingalpha.com/article/172016-dispelling-myths-about-the-stock-market-and-precious-metals?source=feed#comment-750488 750488 Sun, 08 Nov 2009 06:18:29 -0500 Sentiment Overview: A Scarcity of Bulls http://seekingalpha.com/article/172035-sentiment-overview-a-scarcity-of-bulls?source=feed#comment-750487 750487 Sun, 08 Nov 2009 06:13:01 -0500 The Dangers of Deposit Insurance Arbitrage http://seekingalpha.com/article/169863-the-dangers-of-deposit-insurance-arbitrage?source=feed#comment-749465 749465 Sat, 07 Nov 2009 03:42:37 -0500 Complex Motives Behind Buffett's Burlington Northern Buy http://seekingalpha.com/article/171776-complex-motives-behind-buffett-s-burlington-northern-buy?source=feed#comment-749397 749397
companies/stocks don't last forever, never will.

but losing to gold is still very honorable and quite inevitable because gold is immortal.]]>
Sat, 07 Nov 2009 00:27:17 -0500
companies/stocks don't last forever, never will.

but losing to gold is still very honorable and quite inevitable because gold is immortal.]]>
Gold Transforming into a Completely Demonetized Wealth Asset http://seekingalpha.com/article/171741-gold-transforming-into-a-completely-demonetized-wealth-asset?source=feed#comment-748517 748517 Fri, 06 Nov 2009 14:14:28 -0500 Gold Transforming into a Completely Demonetized Wealth Asset http://seekingalpha.com/article/171741-gold-transforming-into-a-completely-demonetized-wealth-asset?source=feed#comment-747513 747513 money is asset and wealth of course. asset may not be money. ]]> Fri, 06 Nov 2009 05:09:25 -0500 money is asset and wealth of course. asset may not be money. ]]> Google’s Post-Earnings Trading: Don't Look for Consistency http://seekingalpha.com/article/171745-googles-post-earnings-trading-don-t-look-for-consistency?source=feed#comment-747510 747510 Fri, 06 Nov 2009 05:03:10 -0500 India Needs to Get Aggressive with Its Reserves http://seekingalpha.com/article/171581-india-needs-to-get-aggressive-with-its-reserves?source=feed#comment-747475 747475 Fri, 06 Nov 2009 03:18:07 -0500 The Performance of Japanese Companies: A Growing Connection with External Demand http://seekingalpha.com/article/170604-the-performance-of-japanese-companies-a-growing-connection-with-external-demand?source=feed#comment-747429 747429 Fri, 06 Nov 2009 01:15:56 -0500 The Demise of Japan as an Economic Power? http://seekingalpha.com/article/171078-the-demise-of-japan-as-an-economic-power?source=feed#comment-747428 747428
when the japanese wake up to the reality, things probably will be very very dire. bankcrupt government, failing economy and currency.]]>
Fri, 06 Nov 2009 01:12:07 -0500
when the japanese wake up to the reality, things probably will be very very dire. bankcrupt government, failing economy and currency.]]>
The Demise of Japan as an Economic Power? http://seekingalpha.com/article/171078-the-demise-of-japan-as-an-economic-power?source=feed#comment-747426 747426
when i was a teenage in shanghai, my parents was making less than 1000 dollars a year. but once china joined the global trade, hey, a lot of people are making 50K USD a year now, or even more.

in order for the japanese and the americans to compete, the labor market has to clear on market price without any intervention. intervention to keep the wages artificially high will result in higher unemployment. that's a rule of thumb!]]>
Fri, 06 Nov 2009 01:07:27 -0500
when i was a teenage in shanghai, my parents was making less than 1000 dollars a year. but once china joined the global trade, hey, a lot of people are making 50K USD a year now, or even more.

in order for the japanese and the americans to compete, the labor market has to clear on market price without any intervention. intervention to keep the wages artificially high will result in higher unemployment. that's a rule of thumb!]]>
European Central Bank: Time to Phase Out Liquidity Programs http://seekingalpha.com/article/171624-european-central-bank-time-to-phase-out-liquidity-programs?source=feed#comment-747402 747402 Thu, 05 Nov 2009 23:47:51 -0500