schminkie

Gold Fever: Still a Long Way Away

2% of retail investors? i'll need to see some facts on that not that i dispute it but if this is the basis of the thesis, well let's see why how what where.

would this include etf's? the current gold sell off / reluctance to buy at 1000.00 in india? institutional sized buyers?

buy the way [get it? arf arf arf] i'll take that 1030.00 any day rolexdaytona even though i'd only be making 66%.

now that bullion is a major story among cnbc hacks et al one thinks the profit taking is imminent. however it'll be followed by another bigger run-up as panic grows.

my advice, buy silver bullion tomorrow. and remember gold and silver are expensive and talk is cheap.

Looking for Opportunities in an Irrational Market Place

dryship has a substantial investment in ocean oil drilling rigs.

The Brightest Stars in the Commodities Boom, Part Two

cool stuff esp the facts on chinese weddings. these are the things that one needs to know.

wouldn't it be a better idea to buy miners who dig up cobalt than corps that use it? and don't certain major iron and coal miners come up with it almost as a by product or coincidental product 'find' in the course of work?

i still like met coal. for the time being steel has no broadly used alternative. buy dips. sells spikes. make money. don't be bitter.

per dry bulk. i keep asking appropriate parties why loading, unloading and transporting - land, sea - coal is so stuck in the past technologically. no answers yet. however the price 'warnings' mentioned by m.a. are appropriate. companies bid and are frequently happy to take what they can get as opposed to what the wall st journal says they should get. do you ever pick up the phone and talk to these guys? time is money.

ps. congrats on your grammies, m.a.