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The_Hammer

The_Hammer
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  • The U.S. will "default one way or the other,” and deficit reduction talks are "a sham" that can’t hide the fact that the U.S. dollar is a "terribly flawed currency," Jim Rogers says. In his investments, Rogers tells CNBC he’s long commodities and short emerging markets and U.S. tech stocks; silver, in particular, is “going to go much, much higher over the next decade.”  [View news story]
    Well then tack ask that illiterate uneducated drone in Zimbabwe who was sifting dirt for gold to buy bread for his family. The problem is not paper currency but the ability for the crooked politicians to print at will and spend it to win votes. You need to take this out of the equation forever.
    Gold is the Only universally recognized curency or store of value in any culture except the paper pushers in the US and Parts of Europe.
    Gold production increases at about 1 1/2 % a year. A gold standard can be setup to give some flexibility in money supply but not the insanity that has been running wild.
    Why do you think houses have gone up to stupid levels vs incomes? One house I have done a little research in the area was purchased in 1971 for $39K and the asking is $425K today (Probably at peak it was $460-$470K). A little 1600 sq ftr on 1/3 acre. This is perfect example of printing dollars over the years and govt manipulation in markets.
    You think the homedebtors drones care what a house sold for in 1971. They are only worried if they can get the loan and buy it now since most drones have jack squat in down payment.
    Jul 11, 2011. 05:47 PM | 2 Likes Like |Link to Comment
  • The U.S. will "default one way or the other,” and deficit reduction talks are "a sham" that can’t hide the fact that the U.S. dollar is a "terribly flawed currency," Jim Rogers says. In his investments, Rogers tells CNBC he’s long commodities and short emerging markets and U.S. tech stocks; silver, in particular, is “going to go much, much higher over the next decade.”  [View news story]
    Not necessarily so if the Fed and our govt went to a gold standard. If we own 8200 tonnes of Gold then we are in ok shape to reprice dollars vs gold. Maybe the gold is no longer there?This is the publics gold andit should be examined by several outside auditors twice a year. Hopefully these imbeciles did not sell our big pile of gold!
    Obviousy dollar holders would take a haircut to get gold up to a price in dollars that backs it.
    Jul 11, 2011. 03:05 PM | 1 Like Like |Link to Comment
  • The U.S. will "default one way or the other,” and deficit reduction talks are "a sham" that can’t hide the fact that the U.S. dollar is a "terribly flawed currency," Jim Rogers says. In his investments, Rogers tells CNBC he’s long commodities and short emerging markets and U.S. tech stocks; silver, in particular, is “going to go much, much higher over the next decade.”  [View news story]
    Hey Tack, endless tales? Rogers was right on re commodities and pm's early like 10 years ago and the demise of fannie and freddie and big banks.... do agree he does flop once and a while but mostly been dead on.

    No the world which is relevant ASIA is moving to GOLD and hard assets. Gold is the go to place now imo. Gold is not to far off all time record nominal prices. Our country is a fiscal disaster and theses corrupted politicians will not do a damn thing until the market forces a big dollar devaluation vs GOLD.
    Another thing, the American public is mostly a group of mindless homedebtors who are in denial and clueless. Only when they lose their job are they aware of the problems our country faces.
    It is massive. Avg interest rates on our total fed debt is currently 3%. If this goes up the 2000 rates 6.60% the interest expense BALLOONS to $800-900 BILLION or 36% of TAX receipts!
    Jul 11, 2011. 02:52 PM | 4 Likes Like |Link to Comment
  • 2 More Gold Miners to Consider at Current Levels [View article]
    Nem a purer pm play vs abx.
    Asians soaking up as much pm's as they can to replace their dollar holdings. With such a low beta and a currency like commodity substitute that cannot printed out of a push of a button--gold, these cos are producing huge piles of fcf. Value is huge and the sheep are asleep. These stocks and gold too, are extremely underowned by institutions and investors.
    Jul 11, 2011. 02:46 PM | 2 Likes Like |Link to Comment
  • Why We Feel Aqua America Is a Must-Own Stock [View article]
    Sean, I agree with the others that this one is not "extremely undervalued".
    Water is a utility so they are regulated. I have read a number of places that water has been underpriced for so long that these cos have not been able to fund cap ex maintenance projects and that huge amounts of cap ex are needed in the near future. I do not know if this is the case here.
    I am always suspect of serial acquiring cos. (19 purchases in 2010) Why? Cuz they normally overpay for acquisitons and the sellers are usually better informed of their assets than the buyer.

    Why is it that ev is 54% higher than book value makes it so extremely undervalued? You do realize EV includes total net debt or (minus cash) + market cap?
    Jul 11, 2011. 11:16 AM | Likes Like |Link to Comment
  • 2 More Gold Miners to Consider at Current Levels [View article]
    Miners best values in stock market imo.
    Jul 11, 2011. 11:07 AM | 3 Likes Like |Link to Comment
  • America the Jobless Ghost Ship Sails Onward [View article]
    Energy is not the only factor weighing down incomes, what about new burdens to provide for workers retirement through self directed 401k's or additional burden contributing to health benefits.
    Property taxes and insurances add additonal costs.
    No doubt the credit bubble allowed many to live well beyond their disposable income as long as the credit cards and housing ATM was in service.
    Between the crooked politicians, govt housing scam programs, fraud loans and Computer HFT robots the markets are highly manipulated. Crony capitalism has overrun our country and it will not stop until the mass revloution begins. And it will only begin when the dollar nosedives and peope take to the streets demanding a total restructuring of our govt system.
    Jul 8, 2011. 04:15 PM | 6 Likes Like |Link to Comment
  • 3 High Yield Stocks That Are Likely to Outperform the Market [View article]
    I think I figured it out. He leverages up each individual asset with outside debts just like all those LLC house flippers..............
    One prolonged downturn and a dryup of cashflow and this thing topples.
    Jul 8, 2011. 11:40 AM | 1 Like Like |Link to Comment
  • Taxes, Entitlements and the Federal Debt Crisis [View article]
    The day of reckening is around the corner and sooner than most think.

    Thanks for all the figures and great article. It is clear that we are in deep trouble and tax receipts just do not cover this excessive spending programs. have u ever looked at interest expense on the debts? It is running at avg rate of 3% now but in 2000 it was 6.60%. At the latter rate the interest expense would be something like 800-900 billion. This would devour a huge chunk of tax receipts.

    Hey what about the $467 billion in debts rolling over in Aug 2011?

    Be prepared for a suddent collapse/ devaluation of the dollar mainly vs gold as gold will be the go to place.

    Doug why did you not include intragovernmental debts?
    Jul 8, 2011. 11:14 AM | Likes Like |Link to Comment
  • Are the Safe Havens, Gold and Silver, Poised for a Fall? [View article]
    The mining shares are by far the cheapest way to play the pm's now. I expect blastoff with the next leg up on pm's.
    Jul 8, 2011. 11:06 AM | 6 Likes Like |Link to Comment
  • 3 High Yield Stocks That Are Likely to Outperform the Market [View article]
    What is the div payout ratio of seadrill?

    If it is high then how does this company extinguish the debts overtime besides adding to it with each new build?
    Jul 8, 2011. 11:00 AM | 1 Like Like |Link to Comment
  • Not a Short Covering Rally [View article]
    UUHHHHHHH the only winners in this economy are the banksters, corp elite, politicians and Friggen homedebtors/Freeloaders who mismanaged their financial life.
    The economy is totally broken reliant on consumption and debt expansion (finance-retail) and also the grandaddy of them all Housing which has proven to be the biggest money losing drain on our country after taking account of all the massive losses from Fannie, Freddie, FHA and the Crooked banks.
    Jul 8, 2011. 10:56 AM | Likes Like |Link to Comment
  • QE2 Myths Impervious to Facts: 5% Money Growth Isn't Going to Cause Hyperinflation [View article]
    Bernank's in a dilemma. The Bernank and his stooges have to figure out another scheme. Can't wait to hear the name of this new scheme which forces banks to start lending again to any homedebtor, illegal or person with a pulse.
    It is coming. What do u think Bob?
    By the way Bob, how much thought and consultants do the Bernank and fellow stooges use to come up with these catchy phrases to FOOL the Public?

    I see Oblama is rewarding more homedebtors again. More losers getting rewarded while the savers and people who mmade prudent decisions pay for all these schemes. Outrageous. This is why the FED needs to go. The stabilizer is gold. It keeps these stooges in line from going bezerk buying votes or favoring bankster friends.
    Jul 8, 2011. 10:48 AM | Likes Like |Link to Comment
  • Low Consumer Confidence Is Good for Stocks [View article]
    The extreme pessimism back in late 2008 early 2009 was a great indicator to buy stocks. However the extreme has gone away and maybe just this time around the consumer confidence number maybe relaying the truth behind this disastrous economy. The economy is broken and the American worker is being squeezed slowly overtime as wages do not keep up with inflation, retirement and health benefits are now a larger burden on workers and job security is nil due to the mandate of upper mgt to layoff at a whim to make earnings estimates.
    The mutli-national cos are enjoying most of the growth and they are not hiring domestically.
    Jul 8, 2011. 07:08 AM | 2 Likes Like |Link to Comment
  • Not a Short Covering Rally [View article]
    Hey stone this surely does not feel like Oct 2008 or March 2009. The market again has become a bubble, but there remain a few patches of value but those values are quickly closing the gaps in the last few weeks.
    Jul 7, 2011. 04:41 PM | Likes Like |Link to Comment
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