Gold: The Commodity Bull Market Isn't Over [View article]
It's a tough road for gold to hoe in the face of a rising dollar. There is a seasonal/cyclical aspect to gold that cannot be ignored. Gold likely to go sideways for awhile.
Weekly Commodities Outlook: August 4th – August 8th [View article]
Commodities are in trouble. I was reading an article this AM over on greenfaucet about gold losing it's lister. Go long financials and short commodities. It's genius.
ImClone - Bristol-Myers Merger: The Negotiations Begin [View article]
These mergers are just beginning. A lot of inefficiency still in this sector. I also think Investment Banks will start buying smaller less-leveraged banks to de-leverage balance sheet risk.
Good piece. Tough call at these levels, especially with the seasonality evident here. Adam Hamilton had a good piece on the topic on greenfaucet yesterday.
The Fed along with the Government did everything they could to engender capitulation last week. As far as the the whole short-selling debacle goes, where do you draw the line. I was reading this piece over the weekend wondering what happens next?
How High Leverage Has Brought Down the Whole Banking Industry [View article]
What ever happened to free market capitalism? Why is the govt. jawboning and intervening. Don't we need some failures. A strong economy is formed by weeding out the weak links. It's like little league baseball when you had to play the fat kid for 3 innings! Let the market run operate freely please. This was a good piece on this topic i saw today.
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