montyman

The Worst Case Scenario (Someone Has to Say It)

Yes, and what did they get instead?


On May 03 02:27 PM WAKEUP wrote:

> Big Jake still can't believe the U.S.A.'s voters REJECTED any more
> years of Bush-like rule.

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

OMG!!! ALERT!!

I checked out the article that M.A. claims shows a missed shipment of Palladium to Switzerland this December. The article is from 2005-06!! To add insult to injury, the article concludes by saying that the lowered shipment in December was made up for by a larger shipment in January (of 2006) !!

What a liar! Seeking Alpha needs to ban this guy NOW!!!!!!!

(From having read his previous articles, it's seems to me this Mark Anthony guy has some kind of "complex". I don't mean to hurl insults, but rather to warn other readers.)

The Reagan Counterrevolution

I'll keep saying this over and over again. If the worst-case scenario happens and the U.S. goes down the tubes, the rest of the world goes with it. There would be no good places to emigrate to in such a case.

Is China Preparing to Buy Gold?

Thanks to Obama? What an idiotic statement. This crisis was in full swing long before Obama got into office.

Crude Will Reach $100 by December 2009

Well look, just how robust are these "emerging market countries"? I am certain many of them will suffer, perhaps dramatically, as the United States continues to have problems.


On Jun 27 10:37 AM Old Trader wrote:

> As swaps pointed out above, I believe it was the IEA, or some other
> global body pointed out in a recently released report, for the first
> time ever, emerging market countries used more oil than the developed
> countries. Does anyone think this trend is going to reverse anytime
> soon?

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

"Now it seems things at Norilsk are playing out more favorably for palladium than I thought! "

Mark Anthony (or whatever your name is): you have been saying this for a long time now... it is not playing out this way...

Reader beware of this author!!!

Long Dollar, Short Oil, Hold Gold?

If you think this is a counter-trend trade, for how long do you expect to hold DRR? BTW, was that a typo when you said " I still think it will cost two Euros to buy a buck sometime in the foreseeable future" (or did you mean two bucks to buy a Euro). Thanks.


On Jul 05 11:43 AM Mad Hedge Fund Trader wrote:

> You nailed it. The stage is now set for the dollar. With the US 20
> months into a recession, it’s just a matter of time before the Fed
> pull us back from zero interest rates. With the ECB late to the funeral,
> European Central Bank president, Jean-Claude Trichet, last week reaffirmed
> his commitment to keep their benchmark rate at 1% to restore the
> economy. There’s your trade. The next move in the euro/dollar spread
> will be in favor of the greenback, as the US will be the first out
> of recession. On top of that, you can pile a fading US stock market
> and a back off in commodity prices, which are also dollar positive.
> Thus, you can expect the euro to trade down to the low $1.30s. Mind
> you, this is still a counter trend trade, which I generally try to
> avoid. I still think it will cost two Euros to buy a buck sometime
> in the foreseeable future. For those hardy few willing to scoop up
> some pennies in front of a steam roller, look at the 200% short euro
> ETF (seekingalpha.com/symbo...), which has backed off 34%
> from $63 to $42 since November.

Max Keiser: Oil Trade's U.S. Dollar Dump Rumors Are True

Yes I noticed that too. For those not familiar with the subject, gold and oil are two very different substances, yet their respective charts are very close to each other (i.e there is some common force driving both higher and that force would be dollar weakening).


On Oct 12 09:09 PM The Geoffster wrote:

> Take a look at the recent correlation between USO and GLD.

Four Major Developments Gold Investors Should Watch

Maybe not. This time there might be a move into the safety of gold (maybe).


On Sep 15 08:34 AM Disa Anja wrote:

> I agree! All that matters is the price of the US$. Hey, what a minute....what
> happens if the equity markets trade down again and lower than the
> Match lows...the US$ will appreciate again like it did during the
> last down leg?

Random Walk Down What Is Definitely Not Wall Street

Yes these problems are real, but my best source tells me that REITS will still do well (at least for a while yet). How? I didn't understand his explanation, but hasn't there always been some last minute rescue with things like this? And yes Tyler Durden "followers" (as they should be called) are indeed fools. When was the last time you made money shorting on Tyler's information???

Priming the Pump for $20/Gal. Gas: Interview with Chris Steiner

But don't forget what could be the biggest source of gasoline: COAL. This is how South Africa makes their gas. It is the most abundant fossil fuel by far.


On Jul 10 09:55 PM dondon wrote:

> Mexico in the next few years will import oil rather than export it
> to us because of declining fields. Canada, though, has vast reserves
> of oil sands that are both dirty and expensive to extract at today's
> prices. The US also has vast reserves locked away both onshore and
> off. Last year when oil hit $147 even those opposed to new drilling
> in the US gave way to the drill, baby, drill folks. With more diesel,
> hybrid, electric and even ethanol on the way, I feel the only way
> we get to $20gal by is through taxes.

May San Diego Home Sales Increase Data Revised from 89% to 6.5%

What?? Clean the house out next election? And who will you get to vote for other than the "republicrats"? I just don't get it.


On Jul 01 09:54 AM doubleguns wrote:

> San Diego is a strong republicrat area thus proving that BOTH sides
> are working hard against us to support their corrupt form of financially
> enslaving the taxpayers. They have been shearing the sheeple for
> so long they think it will continue indefinitely.
>
> I pray they are wrong. Dead wrong!!!! Time to clean the house out
> next election. Let the people speak.

This Market's Rising Tide Isn't Lifting All Boats

Yeah, but it's "options expiry week" so any plans will have a wrench thrown into them. BTW, didn't it used to be "options expiry day" if you know what I mean?


On Jun 13 04:48 PM ReppinFreedom wrote:

> We closed "one" point above the 200 day EMA on Friday on the S&P.
> We have a pretty good chance of breaking out to the upside for early
> mid next week in my opinion.
>
> (I am short (Long SDS), ha...)

REITS: Why Would Anyone Think They're Attractive Now?

My most trustworthy source tells me REITS are indeed a buy. TD may be good at his style of analysis, but the real market does something else. Sorry, somebody had to say it.

Jim Welsh on the Economy: Past the Point of No Return

WTF is this poetry or something?


On May 06 03:42 PM Gem Hudson wrote:

> The money that does not pay off the debt buy none of their gold and
> the Chinese keep on loaning out the loans to keep the dollar value
> on the foreign dollar index exchange rate up or President Hu can
> uncouples the dollar as the world reserve currency and buys all the
> gold he wants in his own oriental reserve currency.
>
> The day the Chinese can back their wane on their gold stander. The
> day the Chinese will no longer buy out the debt and die hard, losers.