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  • Short-Term Gold Profits From Euromageddon - Soros Style [View article]
    There is a lot of truth in the statement found in your article which I have listed below:

    "Euromageddon will cause a (hopefully) short but sharp crash of the stock market, resulting in a safe-haven top for gold."

    My expectation is that Gold in will move up violently in short order followed some sort of correction before the final parabolic blow-off beginning in 2nd half of 2013 and lasting through 2017.
    Nov 27 03:03 PM | Likes Like |Link to Comment
  • Gold Looks Great ... Gold Stocks Look Terrible [View article]
    I agree ... gold and silver equities are anemic ... but George Soros recently disclosed where he upped his positions in both GDX and GDXJ significantly and David Einhorn has held steady.

    This anemic condition for the gold and silver companies will pass like other things in life.

    One thing to remember: Gold equities now have dividends greater than the yield on the 10 year treasury which will grow as underlying commodity appreciates.
    Nov 26 08:38 PM | 2 Likes Like |Link to Comment
  • The Fallacy Of Owning Gold Mining Equities [View article]
    Villi,

    I did tell you. Were you listening or were you asleep when you wrote your note?

    Take a look at latest 13F from George Soros hedge fund. He owns, GDX, GDXJ and GLD. Not only does he own them, but he increased his holdings substantially. That is just one example. David Einhorn pretty much kept his GLD and GDX holds intact.

    Example: AUY$19.30 +0.56 (2.99%) 11/20/12
    Nov 22 02:11 AM | 3 Likes Like |Link to Comment
  • HP: Seeking Freedom From 'Autonomy' [View article]
    While I do not own HP stock, my observation based on data is that the situation at HP is absolutely criminal. People responsible (board of directors, etc.) should be put in jail for life including the guy now at Oracle. Just look at the acquisition trail!!!! What an absolute disaster. This situation may tip the US right into a full blown recession and increase unemployment rate well above 20%+ because HP has a huge supply chain that will affect millions of jobs. I believe this situation is so serious that we may even see government intervention. Below are the stats on HP.

    HP serves more than 1 billion customers in more than 170 countries on six continents.
    HP has approximately 331,800 employees worldwide.
    Nov 21 11:25 PM | 2 Likes Like |Link to Comment
  • Bernanke Remains All-In For Whatever It Takes [View article]
    Nice charts/analysis.

    The situation at HP is absolutely criminal. People should be put in jail for life including the guy now at Oracle. Just look at the acquisition trail!!!! This situation may tip the US right into a full blown recession and increase unemployment rate well above 20%+ because HP has a huge supply chain that will affect millions of jobs. Below are the stats on HP.

    HP serves more than 1 billion customers in more than 170 countries on six continents.
    HP has approximately 331,800 employees worldwide.
    Nov 21 11:14 PM | Likes Like |Link to Comment
  • The Fallacy Of Owning Gold Mining Equities [View article]
    Take a look at latest 13F from George Soros hedge fund. He owns, GDX, GDXJ and GLD. Not only does he own them, but he increased his holdings substantially. That is just one example. David Einhorn pretty much kept his GLD and GDX holds intact.

    This author, like so many others, reminds me of the hot air coming out of Washington DC regarding the "FISCAL CLIFF".

    All of the information in this article is yesterday's news. Tell me what is going to happen 6 to 9 months from today ... that would be useful information.
    Nov 21 11:00 PM | 3 Likes Like |Link to Comment
  • Short Squeeze Monday [View article]
    Insightful commentary ... Thx.

    One comment: The American society has moved from the principle of absolutes to relativism. We see it in everything from morality to finance. Relativism is tool of deception. It is like having one's feet planted firmly in midair. Truth is only relative to each individual's worldview. This is evidenced in the statement from article below:

    Example of Relativism in Practice
    "There was some optimistic economic data in the U.S., as Existing Home Sales increased (4.79M vs. 4.70M expected, and prior 4.75M), and the Housing Market Index rose (46 vs. 42 expected, and prior 41). This is impressive, but a glance at the chart below reveals the Home Market Index is only back to levels seen in 2001."

    What a mess!!! This market is going to come down hard when it begins to move and the internet, leverage and program HFT is going to accelerate the decline. Below is a piece of truth put forth by Alexander Fraser Tryle that the American democracy will not escape.

    Alexander Fraser Tyler, Cycle Of Democracy (1770)

    "A democracy cannot exist as a permanent form of government. It can only exist until the voters discover that they can vote themselves largesse from the public treasury. From that moment on, the majority always votes for the candidates promising the most benefits the public treasury with the result that a democracy always collapses over lousy fiscal policy, always followed by a dictatorship. The average of the world's great civilizations before they decline has been 200 years. These nations have progressed in this sequence: From bondage to spiritual faith; from faith to great courage; from courage to liberty; from liberty to abundance; from abundance to selfishness; from selfishness to Complacency; from complacency to apathy; from apathy to dependency; from dependency back again to bondage."
    Nov 20 03:39 AM | 2 Likes Like |Link to Comment
  • No Demand For Gold Except Safe Haven - 3rd Quarter Supply And Demand Analysis [View article]
    One Eyed Guide ...

    Yep ... The lights are on, but no one is home.

    In answer to your question: "Which cycle?" Ans: Cycle Of Democracy

    As a FYI, American citizens are no longer in charge of their republic which impacts everything from energy policy to the food we eat. Want cheap energy, impeach the government leaders and start over.
    Nov 19 11:38 AM | 5 Likes Like |Link to Comment
  • No Demand For Gold Except Safe Haven - 3rd Quarter Supply And Demand Analysis [View article]
    One Eyed Guide

    I partially concur with your title: "No Demand For Gold Except Safe Haven". And why not? The reason: America began the transition from a constitutional republic to a democracy in the 1,800s. People are now just beginning to wake up to to the fact that America's future is sealed short of a spiritual revival. Below is quote Alexander Fraser Tyler that everyone should note. The real question is: Where is America in the Cycle? My answer: bondage! America's time is up. Thoughts? Time has never been better to accumulate gold, especially with gold becoming a Tier 1 asset under Basel III accord. Gold is money that cannot be devalued through counterfeiting.

    Alexander Fraser Tyler, Cycle Of Democracy (1770)

    "A democracy cannot exist as a permanent form of government. It can only exist until the voters discover that they can vote themselves largesse from the public treasury. From that moment on, the majority always votes for the candidates promising the most benefits the public treasury with the result that a democracy always collapses over lousy fiscal policy, always followed by a dictatorship. The average of the world's great civilizations before they decline has been 200 years. These nations have progressed in this sequence: From bondage to spiritual faith; from faith to great courage; from courage to liberty; from liberty to abundance; from abundance to selfishness; from selfishness to Complacency; from complacency to apathy; from apathy to dependency; from dependency back again to bondage."
    Nov 19 10:09 AM | 6 Likes Like |Link to Comment
  • Did Apple Bottom Friday? [View article]
    For all you Apple love fest people, the nasdaq may be near a "rip your face off" rally which would probably be supportive of Apple. See following web site regarding market harmonics.

    http://bit.ly/QS05nQ
    Nov 18 11:17 PM | Likes Like |Link to Comment
  • Outlook For 2013 And Beyond: Exploring The Endgame For Financial Markets [View article]
    Tack,

    One thought regarding being positive.

    I am not sure how anyone can be positive when the party in power has adopted the SINs of Romans 1 as a party platform and voted to exclude God. This is nothing more than an invitation for wrath of God.

    What would make me positive? If our leadership would do what our founding fathers did in 1,700s which is described by the following Bible verse.

    2Ch 7:14 NKJV - "if My people who are called by My name will humble themselves, and pray and seek My face, and turn from their wicked ways, then I will hear from heaven, and will forgive their sin and heal their land.

    If/when I see our president and legislative branches of government humble themselves before Almighty God in front of the American public, then I will get positive. America today is nothing more than a modern day Babylon.
    Nov 18 09:09 PM | 3 Likes Like |Link to Comment
  • Outlook For 2013 And Beyond: Exploring The Endgame For Financial Markets [View article]
    PeterPalms ...

    I concur with all of your discussions. One comment to you and all others who have used the word democracy. All democracies ultimately fail. America was started as a Constitutional Republic, not a democracy. Unfortunately, probably starting in the 1800s, America began the transition from a constitutional republic to a democracy. As such, America's future is sealed short of a spiritual revival. Below is quote Alexander Fraser Tyler that everyone should note. The real question is: Where is America in the Cycle? My answer: bondage! America's time is up. Thoughts?

    Alexander Fraser Tyler, Cycle Of Democracy (1770)
    Found 1 result for Alexander Fraser Tyler, Cycle Of Democracy (1770)

    "A democracy cannot exist as a permanent form of government. It can only exist until the voters discover that they can vote themselves largesse from the public treasury. From that moment on, the majority always votes for the candidates promising the most benefits the public treasury with the result that a democracy always collapses over lousy fiscal policy, always followed by a dictatorship. The average of the world's great civilizations before they decline has been 200 years. These nations have progressed in this sequence: From bondage to spiritual faith; from faith to great courage; from courage to liberty; from liberty to abundance; from abundance to selfishness; from selfishness to Complacency; from complacency to apathy; from apathy to dependency; from dependency back again to bondage."
    Nov 18 06:22 PM | 2 Likes Like |Link to Comment
  • Are Sluggish Earnings The Beginning Of The End? [View article]
    Keith,

    Nice job putting information together. I agree completely with your comment below. These and other mining and resource companies combined are sitting on TRILLIONS of dollars worth of mineral reserves and a lot of cash despite recent labor and project execution challenges. In addition, many of the resource companies have dividends that are greater than the 10 year treasury bond.

    "With the election over attention has focused on the Fiscal Cliff causing investors nervousness. However, this issue is so large that our elected officials will definitely come up with some compromise, and when they do stocks will rally sharply into the first quarter. Therefore, investors should participate depending on their risk levels. With Obama back in, commodity stocks are set to pop such as Goldcorp Inc. (GG), Barrick Gold Corp. (http://bit.ly/IY3Aj2), SPDR Gold Shares (http://bit.ly/obOPeH), Power Shares Double Gold (http://bit.ly/suc9ck), Market Vectors Gold Miners ETF (http://bit.ly/IoVUtb), Newmont Mining Corp. (http://bit.ly/zV2fzB), Freeport-McMoRan Copper & Gold Inc. (http://bit.ly/quothf), plus Silver Wheaton Corp. (http://bit.ly/vBiclI), ProShares Ultra Silver (http://bit.ly/u6C6qo), and Fortuna Silver Mines (http://bit.ly/T6lQyA)."
    Nov 16 05:26 PM | Likes Like |Link to Comment
  • Are Sluggish Earnings The Beginning Of The End? [View article]
    Keith,

    Nice job putting this information together. I agree completely with your comment below. These and other companies combined are sitting on TRILLIONS of dollars of mineral resources. Many of these companies have dividends that are greater than the 10 year treasury as well. Something has to give.

    "With the election over attention has focused on the Fiscal Cliff causing investors nervousness. However, this issue is so large that our elected officials will definitely come up with some compromise, and when they do stocks will rally sharply into the first quarter. Therefore, investors should participate depending on their risk levels. With Obama back in, commodity stocks are set to pop such as Goldcorp Inc. (GG), Barrick Gold Corp. (http://bit.ly/IY3Aj2), SPDR Gold Shares (http://bit.ly/obOPeH), Power Shares Double Gold (http://bit.ly/suc9ck), Market Vectors Gold Miners ETF (http://bit.ly/IoVUtb), Newmont Mining Corp. (http://bit.ly/zV2fzB), Freeport-McMoRan Copper & Gold Inc. (http://bit.ly/quothf), plus Silver Wheaton Corp. (http://bit.ly/vBiclI), ProShares Ultra Silver (http://bit.ly/u6C6qo), and Fortuna Silver Mines (http://bit.ly/T6lQyA)."
    Nov 16 05:21 PM | Likes Like |Link to Comment
  • An In-Depth Look At Yamana [View article]
    Chris,

    Nice job putting this information together. Below is a comment on AAPL that I saw earlier today.

    "Shares now trade at just a little over 7x FY13E EPS exc. cash - the Street seems to be pricing in expectations of limited growth and ongoing margin pressure."

    I believe the above statement applies to many of the companies in the mining sector as well. If one considers AAPL to be an extraordinary value because of the statement above, then many of the mining companies would also be deeply undervalued by the same logic. The real difference is that the mining companies are sitting on TRILLIONS of dollars worth of mineral resources. I keep hearing about AAPL's huge bank roll (100B+), but the mining companies are sitting assets that are 10x that number at a minimum.

    AUY has really differentiated itself because of one underlying objective: "Focus on turning assets in the ground into cash flow in the shortest cycle time possible while at the same time ensuring that AUY is a solid citizen in the communities in which AUY operates." AUY also has a great growth profile going forward with small, well managed projects on schedule and within budget.
    Nov 16 03:20 PM | 2 Likes Like |Link to Comment
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