GMiki1

The Real Rationale Behind Current Supply and Demand for Oil and Other Commodities

True on oil, but why a bear call on coal as a short term trade and not a short term bear call on palladium? And I do hold platinum and palladium stocks. The coal stocks move with the rest of the energy complex. If Pakistan and India go to war--God forbid--but if they do--something will be affected and it's probably energy and precious metals. See Jim Sinclair and today's headlines on troop movements within India.

Some True Safe Havens Are Still (Surprisingly) Undervalued

Mines producing many types of resources will shut down as will nat gas producers at current prices. Russia and Saudi Arabia will cut oil production. Hello, cave people.

The Brightest Stars in the Commodities Boom, Part Two

CNX up $4.48 today.

The Brightest Stars in the Commodities Boom, Part Two

Due to horrible winter weather that stopped its own mining in some areas, China was also importing coal this winter. And coal to liquids is certainly an oil-replacement possibility, plus clean coal is a certainty (look at Silverado's demonstration project supported by the state of Mississippi).

The Brightest Stars in the Commodities Boom, Part Two

Good post though I don't at all agree about gold or even about selling coal. Stay long in coal and nat gas. Coal IS international, not that shipping isn't costly, but one reason South Africa is in trouble is that it sold much of its coal to European buyers. Now it's repatriating its coal and the U.S. is selling to Europe.

You have to hedge against currency collapse with gold. I agree about platinum/palladium/rho... was reading today about another rare and urgently needed aerospace metal that is a byproduct of moly.

OMG, What a Bad Quarter - Cramer's Lightning Round (5/13/08)

PAL had some recent good exploration news. (I hold a few shares--not much.)

Why I'm Re-Establishing My Gold Position

I'm not a trader. I don't trade in and out of gold though I took some spending money from GLD when gold was in the $990s. I started in physical gold when it was under $300. I obviously haven't been disappointed. I was much later to silver, but have made some nice money there. Or, more correctly, I've retained my purchasing power in a highly inflationary environment. While a few sectors will do well, the precious metals are great for me, along with energy. I'd suggest the microcaps for more bang for your buck, but hold on as the trading right now is volatile.