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  • Maybe I'm Wrong - Justifying $2,000+ Gold  [View article]
    Let's use the copper index. Copper was trading for about 80 cents during the 1990s give or take, and gold was trading at $400 give or take.

    Copper is now over three bucks give or take and gold shouid be $1600 based on this index.

    Further in the 1990s savings accounts paid interest and one did not get taken to the cleaners keeping their money in savings accounts. This means that gold should get a premium now. One is certain to lose value keeping their savings in cash. If one keeps their savings in gold, one has a prayer that their savings will not lose value

    Of course if you want to use the CPI then we can make the claim that gold is overpriced. But then we must as well use the flat screen TV index.
    Jun 3, 2014. 12:09 AM | Likes Like |Link to Comment
  • Financial Stresses Appear In Fracking Companies: Investment Implications  [View article]
    We see here the FED actually damaging our economy. We wasted precious NG at fire sale prices because these drillers got easy financing.
    Now NG will get very expensive causing further damage.
    We saw the same with the FED encouraging the building of McMansions and sprawl.
    Jun 1, 2014. 06:41 PM | 2 Likes Like |Link to Comment
  • Will The Demise Of Whole Foods Continue?  [View article]
    I guess quality expensive restaurants will also disappear for the same reason.

    Folks will always be willing to pay for good food.
    May 27, 2014. 12:44 AM | 4 Likes Like |Link to Comment
  • The Central Bank Boom Is Creating Huge Risks For Investors  [View article]
    I guess you never heard of the Greenspan put?
    May 26, 2014. 07:01 PM | 1 Like Like |Link to Comment
  • Whole Foods Earnings Redux: Ugly Numbers, But We Kept The Stock  [View article]
    Trader Joes is no Whole Foods.
    May 24, 2014. 12:39 AM | Likes Like |Link to Comment
  • Natural Gas Crushed By Huge Injection But Bullish Fundamentals Remain In Place  [View article]
    "the USA is producing more energy now than it ever has in its history"

    Huh? What?
    May 23, 2014. 03:21 AM | 2 Likes Like |Link to Comment
  • NatGas Prices To Suffer If Production Growth Accelerates To 5-10% Range  [View article]
    Wrong, wrong and wrong

    Especially, these guys are not profitable @ $4
    May 20, 2014. 11:08 AM | Likes Like |Link to Comment
  • NatGas Prices To Suffer If Production Growth Accelerates To 5-10% Range  [View article]
    "The last several months have seen output climb at about a 3 to 5 percent year-over-year rate. "

    How do you figure this?

    "In turn, prices collapsed. In 2012, they hit a 10-year low below $2. Responding to these lower prices, natural gas producers cut back. "

    False, demand rose the producers kept right on producing full tilt.
    May 20, 2014. 12:22 AM | Likes Like |Link to Comment
  • The Central Bank Boom Is Creating Huge Risks For Investors  [View article]
    Peter Schiff recently wrote on this. The Belgian bond buying is is almost equal to the Fed tapering.

    Perhaps there is a more nefarious explanation.
    May 19, 2014. 11:34 PM | 2 Likes Like |Link to Comment
  • Whole Foods: Comps Will Most Likely Improve  [View article]
    $50 a week for two is quite an accomplishment. You must be on the baked potato and rice diet.

    My experience is that good food ain't cheap no matter the store. WFM has a lot of prepared food and one can really ratchet up a bill but the food is often so good that it is worth it. If one is not careless at WFM it can even be cheaper than other stores at least on many items.
    May 18, 2014. 11:22 PM | 1 Like Like |Link to Comment
  • Cabot Oil & Gas: Time To Buy The Sleeping Giant  [View article]
    It is debatable whether COG is actually profitable. Every quarter the company borrows a ton of money. Also with shale wells, the profits come early since the wells have a very steep decline curve. This makes it worrisome that they keep running cash flow negative when the early gas is by far the most gas.

    These guys claimed that they were profitable when NG was at $1.92 so they clearly have some creative accountants.

    Also Marcellus NG sells at a significant discount to other NG. And we have backwardation in the curve. Any NG that must be stored must be getting a lousy price.

    COG is 45 times some very dodgy earnings based on inflated EURs . I expect NG to rise very nicely going forward. This might save COG, but I would stay away from this company.
    May 18, 2014. 01:33 AM | 3 Likes Like |Link to Comment
  • Whole Foods Earnings Redux: Ugly Numbers, But We Kept The Stock  [View article]
    In Chicago, what company is competing with Whole Foods?
    May 17, 2014. 08:04 PM | Likes Like |Link to Comment
  • Whole Foods Earnings Redux: Ugly Numbers, But We Kept The Stock  [View article]
    The Fresh Market is not near the quality of Whole Foods and it is very expensive also. This is judging from my experience at the one TFM store I know in the Chicagoland area.

    I agree on the share buy backs. Shareholders seem to always get screwed by buy backs.
    May 12, 2014. 10:10 PM | 2 Likes Like |Link to Comment
  • What If Lowflation Isn't A Trap?  [View article]
    I don't believe it. GM mid size models such as a loaded Grand Prix GTP were about 26 grand in 2002.

    THis car is no more, but similar GM cars are 35 grand.

    So Subarus are not getting more expensive while GM cars are getting much more expensive? I don't think so.
    May 12, 2014. 08:33 PM | Likes Like |Link to Comment
  • What If Lowflation Isn't A Trap?  [View article]
    The answer is for the government to provide an education for those that test well.

    If one can't pass the exams, then they pay themselves.

    Thus easy loans will drive up costs.
    May 12, 2014. 02:25 AM | 3 Likes Like |Link to Comment
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