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Doc 224899

Doc 224899
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  • The One Move You Must Prepare To Take - While Others Are Wringing Their Hands [View article]
    The problem is that today's Jimmy Carter is not leaving office after a single term, and there doesn't seem to be sufficiently effective conservative propaganda to elect a Ronald Reagan (if one could be found, and, once found, convinced to expose himself to more brutal media assaults than Reagan ever had to confront).

    Thus, the bleakness factor is there.

    Feb 22 07:16 PM | 3 Likes Like |Link to Comment
  • Mongolia: Fast Growing Economy, Evolving Investment Climate [View article]
    The reason there are so many comments under a Mongolian mining story is because Ivanhoe Mines was pushing the exploration and development along in a brave and innovative way. A great many of us respected IVN, and IVN's corporate leadership, and believed there was a substantial growth opportunity in Oyu Tolgoi with IVN.

    Between the childish dickering of Mongolian amateur politicians, and corporate warfare from RIO, IVN lost its capacity to direct the course of its own destiny and was dismantled, and many of us have withdrawn our investments and chosen to watch from the sidelines.
    Jan 17 07:38 AM | 4 Likes Like |Link to Comment
  • Will 2013 Be The Year That Gold Dies? [View article]
    I hope and pray that 2013 is the year the GOP succeeds with strong support from centrists like Ven.

    My portfolio is pretty much betting gold will approach an inflation corrected spot price.

    The GOP won't do diddly squat unless the GOP learns how to make better propaganda than the liberals. It's about propaganda, not facts, and the liberals are using propaganda much more effectively. It's almost as though the GOP doesn't even know it just lost a battle to an adversary using superior propaganda.

    Another way of following the value of gold as a currency would be to track the price of gold against the price of a 7-series BMW.

    Dec 31 04:09 PM | 3 Likes Like |Link to Comment
  • Will 2013 Be The Year That Gold Dies? [View article]
    I trust Sprott: PHYS, PSLV. I believe the bullion is on deposit to back those shares.

    GLD? Not so much. IAU? not so much.

    SAND? It has a place in my portfolio. If Venerability is correct (she often is, and it's risky to dismiss her opinions) gold royalty corporations like SAND will be raking in the dough.

    Dec 31 03:49 PM | 2 Likes Like |Link to Comment
  • Synacor Launches Startpage Experience for Lenovo PCs [View article]
    How is this going to result in profits for Synacor?
    Dec 16 01:22 PM | Likes Like |Link to Comment
  • A Potential Gem For Investors As Vista Gold Is Now Far Undervalued [View article]
    I'd forget any Mexican holdings when estimating the value of this miner, VGZ. Australia is a stable jurisdiction, friendly to miners (except for ludicrous taxes), so factor in the Australian operations and forget Mexico.

    Why? Mexico is lawless, corrupt, and its miners' unions are little more than well-organized criminal gangs related to the drug cartels. Or, do you have an idealized impression of what's the reality on the street in Mexico?

    Au Rico AUQ finally sold Ocampo, and is now focusing operations primarily in Canada, a stable jurisdiction. Look for AUQ to be acquired, now that it's worth buying.

    VGZ could be in line for M&A, if it jettisons its interests in Mexico.
    Dec 16 01:10 PM | 1 Like Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    AUQ: finally got out of Mexico, where corruption and renegade unions and general lawlessness made exploration and development and production too iffy to bet my money on. Now concentrating in Canada, which is stable and supports miners.

    Based on that, it's time to start looking at AUQ again.
    Dec 16 12:56 PM | Likes Like |Link to Comment
  • 3 Rare Earth Companies Ramping Up Production [View article]
    I'm still long LYSCF and AVL, but that's probably more an emotional investment and rooting for the underdogs with a fraction of a % of my portfolio than any plan I'm counting on to make me rich.

    As for MCP, I can't hold it as long as it's in PRC (People's Republic of California), where the influence of "progressive" left liberal politics means that environmentalists are the chattering hand puppets of power-crazed commies and Islamophiles, and any natural resource causing a blip on a Geiger counter is doomed.
    Oct 24 08:22 AM | 1 Like Like |Link to Comment
  • 3 Rare Earth Companies Ramping Up Production [View article]
    Molycorp relies on China.
    Oct 24 08:16 AM | Likes Like |Link to Comment
  • Getting Back To Even: Job Creation Under President Obama [View article]
    Great job, Mr. President.

    Upper middle class males in their 50's and 60's have replaced salaried professional jobs with flippin' burgers at Wendy's.
    Oct 5 01:51 PM | 2 Likes Like |Link to Comment
  • Why The Smart Money Is Buying I Series Savings Bonds [View article]
    Bonds; shmonds!

    Gold bullion stored outside the USA, such as PHYS.

    Silver Eagles by the bucketful, buried deep.

    Pistol and carbine magazines by the trunkful.

    Factory ammo.
    Oct 5 01:47 PM | 1 Like Like |Link to Comment
  • The 3 Scariest Government Charts [View article]
    Global resource wars will require a dominant military.

    All you need is the first graph.

    But, there is hope.

    NO MO' 'BAMA.

    Elect Mitt.
    Oct 5 01:43 PM | Likes Like |Link to Comment
  • Shell Vs. Total - The Debate Over Arctic Drilling [View article]
    Blah, blah, blah. Yadda yadda yadda.

    The Russians and the Chinese are developing the arctic energy resources as fast as they can.

    They don't allow environmental issues to get in their way.

    If we're not there, they will be, and the whole thing will be developed without regard for the environment.

    If we're there, our part of it will be developed with some regard for the environment.

    So, boys and girls, it's time to drill, drill, drill, and cut out all this limp-wristed twittering and yammering.
    Oct 5 01:37 PM | 1 Like Like |Link to Comment
  • Bottom fishers in the beaten down coal sector might be interested to know the carts of several of the names are forming a very bullish inverse head and shoulder pattern, according to UpsideTrader. At this point, WLT, ANR, ACI, and BTU all seem to be finishing out the formation, so a bit more time is necessary to validate the move. [View news story]
    A good bet on coal would be rail companies.
    Oct 5 01:32 PM | 2 Likes Like |Link to Comment
  • 3 Rare Earth Companies Ramping Up Production [View article]
    Rare earth oxide purification in China, and to some small extent Estonia, is still what Molycorp relies on in their cheerfully named "mines to magnets" production chain. Concentrating at Mountain Pass, California, is not the same thing as purification, and I think the "environmentalists" who shut down that Molycorp operation in the 90's will never allow the purification of rare earth oxides in California.

    After all, IT'S CALIFORNIA ! There are precious few Desert Tortoise up there around Mountain Pass. Molycorp is doomed.
    Oct 5 01:23 PM | Likes Like |Link to Comment