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The_Hammer

The_Hammer
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  • Treasury Bond Yields Are Out Of Whack [View article]
    With disinflation/deflation again the new worry, Bernank and the politicians will give the green light to monetize some more debts at parabolic rates. I find it hard to believe with this massive derivatives explosion that US banks are not exposed to Euro sovereigns and Euro banks. These greedy bastards were writing protection to generate fees to meet bonuses and pay rasies.
    Dec 15, 2011. 04:00 PM | Likes Like |Link to Comment
  • Treasury Bond Yields Are Out Of Whack [View article]
    Real rates are massively negative as it relates to CPI.

    Gold and oil is the place to be with such neg real rates.

    **Hey Cal Beach bum
    Can you run the cpi based on 1980 calculations vs one used today?

    I think this would be helpful to show that cpi at 3.8% is probably higher based on 1980 inputs and calculations. I know shadowstats does this but noone seems to believe him. The more people expose govt shenanighans the informed the public.

    Rates will stay low and dollar relatively strong imo until europe incl france and UK are worked out, then the Bullseye goes on the USA.
    Dec 15, 2011. 02:33 PM | Likes Like |Link to Comment
  • The Message Gold Is Delivering To The Market [View article]
    We are TOAST just like Italy when the Interest rates back up.

    According treasurydirect.gov Current AVG interest rate on federal debts is 2.96%. Back in 2001 the avg rates were 6.06%.

    At 6.06% rates, the govt debts have $900 bil + in interest expense on 2.4 trillion in tax receipts. BOOM.

    I see debt destruction (bankruptcies/foreclos... and money printing (private to public debts) as the long term solution from the sharks running the fed and govt.
    Eventhough the US consumer debts have fallen, the fed govt has been increasing debts faster to continue to grow total debts in the system.
    The thought that europe is just going to default on their debts . NOT. They will have some defaults (haircuts) and alot of money printing at some point. The debts are just to massive imo.
    Dec 15, 2011. 02:25 PM | 2 Likes Like |Link to Comment
  • Nestle: Global Blue Chip That Continues to Share the Wealth With Shareholders [View article]
    I can live with that Al. The info i supplied is directly from nsrgy website.
    Hey RAS, do you know what the estimated earnings for the ADR this year to get a p/e multiple?
    The stock is down nicely off the highs and wanted to get some valuation metric. Another thing is the swiss franc has been weakening vs the dollar which should impact share price some too.
    The dividend last year was something like 1.86 chf. and chf/dollar is 1.06 now. Last year dividend would be 1.94 or 3.53%. Do not know divie for this year but would imagine it would be higher.

    It would be nicer if paid out 4 times a year for dollar cost avging and income later down the road.
    Dec 15, 2011. 02:14 PM | Likes Like |Link to Comment
  • Nestle: Global Blue Chip That Continues to Share the Wealth With Shareholders [View article]
    the Swiss Tax Authorities that enables these US residents to benefit from a favorable 15% withholding tax rate

    So IRAs are not a good place to invest shares.

    Also
    The ex-dividend date is 3 days before the dividend payment date. The last one was April 18, 2011.
    Dec 15, 2011. 01:28 PM | Likes Like |Link to Comment
  • Nestle: Global Blue Chip That Continues to Share the Wealth With Shareholders [View article]
    Ok Al. Did u read the article you linked?
    It listed in the article you linked that swiss has favorable tax treatment with the US.
    In what way do they have favorable tax treatment? Does the rate go from 35% to 15% or do they withhold any tax in iras?
    If you pay 35% in an IRA there would be ZERO reason to put it in a IRA and not be able to get the tax credit.

    Does anyone on this board know or own this stock in an IRA or taxable account that can help with the withholding situation?
    Dec 15, 2011. 12:54 PM | Likes Like |Link to Comment
  • Nestle: Global Blue Chip That Continues to Share the Wealth With Shareholders [View article]
    Al thanks but swiss has tax of 35% how is that favorable tax treatment?
    Is it not taxed in IRA's?
    Dec 15, 2011. 12:33 PM | Likes Like |Link to Comment
  • The Message Gold Is Delivering To The Market [View article]
    one recent generation of americans only know falling interest rates. when will the bond markets finally price in the interest rates to reflect the precarious sovereign debt situation we find ourselves today.

    Interest Rates only have to back up 2-3% on our debts and we are in big trouble.
    Dec 14, 2011. 04:53 PM | Likes Like |Link to Comment
  • Gold Roundup: Support At $1618/Oz. As Chinese Demand Grows And Gartman Flip Flops [View article]
    Gartman and the gold newsletters according to hulbert are massively pessimistic on gold.
    The fish are playing with the line again.
    Dec 14, 2011. 01:51 PM | Likes Like |Link to Comment
  • Gold Roundup: Support At $1618/Oz. As Chinese Demand Grows And Gartman Flip Flops [View article]
    Bernank and CBers setting up everyone to justify the new round of money printing schemes. Hey, they will say look at the fall in commodities and disinflation is taking over. We need to boost the economy before it falls some more.
    No doubt that China is having a property bubble bust, but chinese will continue to buy gold rountinely. Another thing, gold production is not skyrocketing like the construction of houses or internet stocks. it is just not possible with the difficulty of starting a mine and the cost. So there is a natural set of checks and balances inherent with gold. what about the massive liquidity in bank cds ad money markets. If a fraction of this decided to move in gold as a safe haven place then watch out.
    Dec 14, 2011. 12:46 PM | 2 Likes Like |Link to Comment
  • Gold Roundup: Support At $1618/Oz. As Chinese Demand Grows And Gartman Flip Flops [View article]
    True freec, but investors around the globe are questioning whether this leveraged to the scalp fiat system is viable now. I say it backfires as physical assets backing these massive leverage bets will be in short supply then the real trouble begins.
    Dec 14, 2011. 12:13 PM | 1 Like Like |Link to Comment
  • Fundamentals Or Technicals: Which Provides Better Predictive Value? [View article]
    Avi in defense of Buffett, he bought the preferred on GE and GS and has done reasonably well. The days of 20% returns for buffett are long gone with a $200 bil + market cap to move.
    Dec 14, 2011. 10:51 AM | 1 Like Like |Link to Comment
  • Gold Roundup: Support At $1618/Oz. As Chinese Demand Grows And Gartman Flip Flops [View article]
    Hello chinese do not trust their fiat currency. This will be ever the drive to hold more of their resources in gold or silver. The chinese stock market has been in a bear market for like 2 years and yes they do have a property bubble. After our property bubble what happened to gold?
    Did you notice that gold has moved to higher highs and gold production has not skyrocketed either. Peak gold?
    Dec 14, 2011. 10:47 AM | 2 Likes Like |Link to Comment
  • Gold Roundup: Support At $1618/Oz. As Chinese Demand Grows And Gartman Flip Flops [View article]
    Lets all rush into 30 year treasuries at 2.98% and the 10 year at 2%. If interest rates ever back up we are toast. RUN THE NUMBERS OR JUST BE A LAZY @$$ AND ACCEPT THE PROPAGANDA SPEWED BY THE CRONY FINANCIAL SHYSTERS. I will do it for you. Avg interest rate on the Fed debt is 2.96%. If this went to normal levels of around 5.5-6% the interest expense would be over $900 bil or 36% of tax receipts. Treasuries are the safe haven for your money with Bernank at the helm of the electronic printing press? Fools born daily. Technicians never ever can stay in to make the big money.
    The Chinese the Russians the Arabs and Indians licking their chops diversifying their holdings with gold additions.
    Dec 14, 2011. 10:16 AM | 2 Likes Like |Link to Comment
  • Gold Roundup: Support At $1618/Oz. As Chinese Demand Grows And Gartman Flip Flops [View article]
    Its amazing how we hear gold is in a massive bubble and everyone is buying it. I have done polls of people and by far the majority do not own any gold investments or physical gold except jewelry.
    This is a shorter term shakeout as the Westerners focus on short term issues and the Asians buy buy buy when in the long term printing will resume with vengeance when the shtf.
    Dec 14, 2011. 08:43 AM | 1 Like Like |Link to Comment
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