Umm, yeah

The Manipulation of Gold Prices

Question - so if Gold goes to $2k in the short term, and $7.5k to $9k in the longer term (and as you say, returning to a gold standard prevents hyperinflation), what is your forecast towards other commodities including Oil, etc? The reason I ask is that if the other commodities also go up by a factor of 5-10x their current prices, how is that not hyper-inflation?

Are you saying that somehow, magically, if gold goes up 10x due to a gold standard, that it will decouple from the other commodities, and they will remain low?

The Stimulus Plan Is Starting to Stink

Well, if you're trying to play politics, this is a brilliant article. Criticize Obama for the stimulus plan. If the economy shows signs of strength, pick certain pork products in that stimulus and talk about how government wastes tax payer money. If there's no sign of strength or if the economy doesn't turn around or the stimulus plan doesn't get passed, go ahead and blame him for not properly handling the economy.

The Law of Unintended Consequences: 20th Century and Beyond

Good article. Good commentary. Thanks all! I enjoyed it.

10 Contrarian Reasons for a Bottom

Mr. Hui - You're the one who called 'Oil at $50 before $150' during the summer. Unlike some of the other articles around here with no sort of track record (Tacitus - cough, cough), I'll take yours with a lot less skepticism. Thanks!

The Scapegoating of Leveraged ETFs Is Absurd

Thank you, David.

Deflation Is Acid Burning Through the Economy

Fascinating stuff, Mr. Sunshine. Thank you!

Oil Price Speculation Truth Begins to Leak into Mainstream Media

Um.... ok, Mr. Mystical Poet... how do you plan on getting the rest of the world to agree to 'regulating the price of oil to $40-80/barrel?

And while you're at it, let's 'regulate' the price of gold to $10, the price of silver to $1, and my salary to $1M/year?

In the Midst of an Extreme Black Swan (Part II)

I enjoyed the article, too.

Playing for a Bounce?

Wow - I just read an AP article where Britain is completely banning (temporarily) shorting all together.

See:
ap.google.com/article/...

The Best Safe-Haven Investments, and Some Potential Threats

Lol, Mark. You made me laugh! I'll go buy some toilet paper this afternoon...

Recent World Events Are Bullish for Metals

I enjoyed the article.

The point of contention which I'd like to bring up, isn't whether one should sell coal stocks and buy nat gas stocks, but mostly how you've laid out your argument.

To say that you don't like coal because the price has run up very quickly and that all of the talking heads are talking about buying coal... well, the same applies to natural gas, right?

And like haydete is saying - it's the rate of production & demand that seems to be driving prices (along with speculation) rather than long term supply.

That being said, I'm long several nat gas companies (including CHK), and don't own any coal companies, so my actual holdings agree with what you've concluded. I'm mostly looking for some further analysis on why buying nat gas is so much more compelling than coal. Right now, it's sounding like a repeat of the logic from your blog 3-4 months ago, about why no one should buy POT, which is up 33%.

Regardless, I'll end my comment on a positive note in that I like the discussion, and your blog is one more reason that I'm considering buying some SWC.

Super Brokers Form to Push Super Broken Products to Dupe Super Rich

@bosun.j

Open a window? Why so they can jump out? Lol!

Yesterday's Sell-Off Is Not Worrisome

'Rah, rah, rah.' says the Cheerleaders.

Hey, I hope you're right. Would love to see a big market turnaround.

The Brighter Side of Falling Home Prices

This is the same kind of doublespeak that led to "the Fundamentals of the Economy are Strong" statements.

Will Someone Please Tell Our Government You Can't Legislate High Asset Prices?

Loved the title of the article, and completely agree with the sentiment.