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The_Hammer

The_Hammer
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  • Jeremy Grantham Turns Bearish on Equities [View article]
    Hey pigeons take at look at the chart link below. Say what u want but the dollar is a bubble and about to really pop substantially into new lows. the point is this time around it will be an uncontrollable fall and quite scary. Bernank and his stooges have been trying to do it for the last several years with his 2% inflation non-sense.
    jessescrossroadscafe.b...
    May 11 09:49 PM | 1 Like Like |Link to Comment
  • Jeremy Grantham Turns Bearish on Equities [View article]
    Gold market timers according to Hulbert have gone from extreme bullish to extreme negative in short order. Alot have become shell shocked.
    In the near future, I would not be surprised to see Bernank and his stooges talking publically how economy is slowing to set up for more printing.

    The end game is near, when a devaluation of dollar just like silver's most recent nosedive in a week. I expect this to happen to the dollar soon. 15-25% nosedive of dollar in a week is a real possibility.
    May 11 09:12 PM | 1 Like Like |Link to Comment
  • Jeremy Grantham Turns Bearish on Equities [View article]
    The last great bubble is about to POP, treasury debt and the dollar. From now to the POP it will be a rollercoaster knowing how to place your bets.

    Is this the last rally in the dollar before the big devaluation?
    Alot people are confused what to do, but I still believe in the end, gold will be the go to place to store value as the end game nears and turmoil picks up. Besides the drubbing in silver and oil, gold has been quite resilient.
    May 11 06:32 PM | 3 Likes Like |Link to Comment
  • Are We Headed for a Major Correction? [View article]
    dalsauce you are the lemming marching to the cliff. Before spouting off big guy, have you ever done an analysis of the USA financial statements?
    Social security is already running negative cashflow even before the bulk of baby boomers are retired.
    Treasury debt has gone parabolic the last 36 months $9.5 trillion to end of this year $15 trillion. That is over 50% gain.
    the economy is broken. It has been to reliant on phony demand generated by uneconomic loans that are are faltering now. Fannie needs another $8 bil this qtr and freddie close to a billion in losses. FHA is becoming a basketcase too.
    May 9 11:38 AM | Likes Like |Link to Comment
  • Are We Headed for a Major Correction? [View article]
    HTB, this deflationary force due to massive debts, deleveraging and house price depreciation will slow the economy slow tax receipts and force the fed to print more dollars to cover treasury debt maturities and deficits. It is called stagflation and probably high inflation and a worse case hyperinflation.

    There is no way out except devaluing the dollar and restructuring fed debts. Bad for lower class and retirees mostly, but middle class going to get hit. The few ways to protect yourself is gold some silver and fiscally responsible foreign curencies.

    John williams shadowstats best way to protect...get some money offshore to safe haven, buy a little real estate, gold silver, foreign currency safe, and barterable itmes such as booze and cigs along with stash of food for 6 months. He thinks there is going to be a global equity crash. The main reason he feels it could be worse in US is that our are currency is not currently interchangeable as a medium of exchange today unlike many other countries which would use dollars as replacement currency in everyday trade anyway. Second the US is so reliant on electronic currency...credit cards and such. if banks are distrupted then the flow of commerce halts for while. Just in time inventories can be real bad too.
    May 6 01:55 PM | Likes Like |Link to Comment
  • Silver Enters Bear Market [View article]
    The one reason gold and silver will bottom and go up again is the fact that the USA is for the most part bankrupt. Tax receipts are not even coming close to covering ballooing expenses for entitlements, transfer payments, defense, medicare/medicaid and interest expense.

    There is no way out without some massive pain. It all depends who takes all the pain. Printing money will cause high inflation hurting the poor middle class and retirees while helping rich guys since they have avenues to protect wealth.
    Austerity hurts just about everyone especially public workers.

    In both tax receipts will ot grow or be able to payback debts.

    Bernank and govt have chosen print and repeat until the revaluation hits or debt restructuring.

    Gold and silver protect and are favored by those economies growing rapidly and the new world leaders china and india.
    May 5 01:19 PM | 6 Likes Like |Link to Comment
  • Silver: Why I'm Still Short [View article]
    No doubt silver got extended, but you fail to recognize the reason(s) why it and gold are moving up.

    The leveraged hedge funds have probably mostly raced out the exits already.
    Maybe you should do a little homework and check out the parabiolic debt issuance and deficits the last 3 years from the US govt and other european. The deficits do not stop and govt transfer payments are propping up the economy. Tax receipts just are not growing with weak govt stimulated recovery. How we going to fund the current deficits and all the treasury debt rolling over?
    Any rational person would extend out debt maturites not roll them over at real short term intervals. Right not with the avg interest expense on the debt at 2.97% what happens when this moves up?

    Austerity = money printing= economic slowdonw/collapse= soaring debts= lower dollar=higher inflation
    Is there an easy way out at this point without devaluing the dollar or a debt restruturing at the govt level?
    The real bubble is money printing and debt.
    May 5 12:57 PM | 5 Likes Like |Link to Comment
  • Capital Product Partners: Raise Capital or Cut Dividend? [View article]
    Don't see how this can be accepted by cru
    May 5 11:33 AM | Likes Like |Link to Comment
  • Silver and the Curious Price of Coeur D'Alene's Bolivian Mine [View article]
    Expropriation is not even a factor now. why it was even brought up is confusing.
    CDE will be generating very large free cashflows even at these reduced higher prices and q2 will be up substantially over q1 results.

    Take a look at comex inventories hitting about 33 mil ounces recently or something like $1.3 bil in value. Inventories are very low. something is going to trigger an event with such low inventories.
    Silver and gold are up for a number of reasons but reckless money printing parabolic deficits is number 1.
    May 4 02:03 PM | 3 Likes Like |Link to Comment
  • Capital Product Partners: Raise Capital or Cut Dividend? [View article]
    agreed. seems sort of amateurish with the debt to asset value, the prices paid for the ships and newness of ships. Tripled down yesterday.
    Apr 21 12:03 PM | Likes Like |Link to Comment
  • Why I Am Buying Marine Harvest [View article]
    Marine has had a pretty massive move. How can valuation be attractive here?
    Apr 20 04:59 PM | 1 Like Like |Link to Comment
  • SuperValu: Lots of Uncertainty, Little Risk [View article]
    good call tim. sold a little when it spiked and moved some to winn. hope the same happens there too.
    Apr 20 02:47 PM | Likes Like |Link to Comment
  • Capital Product Partners: Raise Capital or Cut Dividend? [View article]
    hey JB what do you think of the carnage at CRU?
    It appears to be setting up for some real value. It does not appear overleveraged whatsoever, although rates are down, rates can rebound in the not to distant future.
    Got an over $18 value of the ships at current sale rates.
    Apr 20 02:43 PM | Likes Like |Link to Comment
  • Texas University's $1 Billion in Gold Bars [View article]
    5% in all institutional portfolios would send gold to a much higher level.
    what is 5% going to do for them?
    Apr 18 03:11 PM | 9 Likes Like |Link to Comment
  • Stock futures take a new leg down and the greenback comes well off its highs after S&P affirms the U.S. AAA credit rating, but lowers its outlook to negative. Index futures now down more than 1%.  [View news story]
    Actually I want to change that comment. If the US was a private company it would be insolvent already or at least selling off assets feverishly to keep its head above water.
    Be prepared folks the unbelievable is going to happen accept it and prepare yourself.
    Apr 18 12:33 PM | 1 Like Like |Link to Comment
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