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tawse57

tawse57
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  • The Last Time Gold Miners Did This Was... Never [View article]
    In such a deflationary shock will any asset class perform well? Or will they all go down together?

    Oil? Presumably that will go down further in any deflationary event? The same for most commodities?

    What about conventional stocks? Presumably conventional markets will also correct in any deflationary event as people simply stop spending on cars, electronics, clothing, etc?
    Mar 27, 2015. 12:37 AM | Likes Like |Link to Comment
  • Energous Works To Keep Air In The Balloon [View article]
    What about pacemakers? :-)
    Mar 23, 2015. 06:26 PM | Likes Like |Link to Comment
  • Silver Poised To Surge On Big American Buying [View article]
    Germany just cancelled the German Grand Prix yesterday - Germans love F1 - because they know that they can't sell enough tickets. If Germany was booming the F1 would be sold out.

    First time since about 1960 that the F1 season will be without a German Grand Prix.

    That says a lot about the state of the German economy - it has gone downhill rapidly in recent months.
    Mar 22, 2015. 05:38 PM | 1 Like Like |Link to Comment
  • Silver Poised To Surge On Big American Buying [View article]
    Thanks contrarianadvisor.

    I tend to agree. I have been reading some articles whose authors have been stating that the parabolic in stocks, especially in biotech, is yet to come.

    But when I look at the markets - again, especially at biotech - I can't help but think that the parabolic blow-off has been going on for 18 months or so already.

    The 64 trillion dollar question, of course, is how much longer can the markets keep rising before bust? I thought that it would bust some years ago but have been completely wrong on that.
    Mar 22, 2015. 05:34 PM | 4 Likes Like |Link to Comment
  • Energous Works To Keep Air In The Balloon [View article]
    Isn't a worry about this company its actual cash burn rate and that it is likely that it will have to do another round of financing sometime later this year - which most likely will be offering new shares to big institutional investors at perhaps 6 bucks or some price lower than today's share price?

    (Sorry for the too long sentence :-))
    Mar 22, 2015. 05:49 AM | Likes Like |Link to Comment
  • Silver Poised To Surge On Big American Buying [View article]
    Global economy outside of US is dire - truly dire. Japan and Europe are in an exhausted financial mire. Inflation is not going to come from either of them despite massive money printing by the BOJ and ECB.
    Mar 22, 2015. 05:34 AM | 4 Likes Like |Link to Comment
  • Silver Poised To Surge On Big American Buying [View article]
    contrarianadvisor - how do you foresee such a deflationary bust playing out for conventional stocks on the DOW, NASDAQ, S&P. FTSE, Japanese markets, etc, etc?

    Presumably, in such a deflationary scenario, we get a massive bust in all conventional stock markets at some point resulting in considerably lower stock prices?

    Rhetorically, do we get a parabolic blow-off in conventional stocks first - as early as the coming weeks / months - or are the markets already exhausting and about to fall over?
    Mar 22, 2015. 05:32 AM | 1 Like Like |Link to Comment
  • Silver Poised To Surge On Big American Buying [View article]
    mlonz - you are making the mistake of looking at things from a US perspective and not a global perspective IMPO.

    Oil is going to go much lower IMPO and drag all the commodities down along with it. Likewise, the US Dollar will go higher as people will opt for the perceived safety of the US Dollar over other currencies.
    Mar 22, 2015. 05:27 AM | 1 Like Like |Link to Comment
  • GoPro And The Chinese Competition [View article]
    People talk about GPRO's marketing but how much is that marketing actually down to the drinks firm with a bottomless pit of money - Red Bull.

    Look how many of those action videos on Youtube are actually Red Bull sponsorsed extreme sports activities actually used as marketing for Red Bull.

    Red Bull seems to have cornered the market in videos about all sorts of dangerous sports.
    Mar 9, 2015. 10:03 PM | Likes Like |Link to Comment
  • GoPro And The Chinese Competition [View article]
    We are in a deflationary environment at the moment IMPO and I think that the GPRO cameras will have to discount heavily, along with other devices, this summer in order to gain sales. In other words, they will have to sell more products just to stand still.

    I can see this going much lower - down to about 30 bucks IMPO and then I will take a look at it again. Just watching at the moment.

    Maybe if the biotech bubble bursts everyone will rush into action cameras :-)
    Mar 9, 2015. 04:53 PM | 2 Likes Like |Link to Comment
  • Allied Nevada: A Deer In The Headlights [View article]
    I think $1130 and perhaps $1050 are on the cards for gold in the coming months. Not good.
    Mar 8, 2015. 06:01 AM | Likes Like |Link to Comment
  • IBB Doesn't Fit The Mantra Of High-Risk High-Reward [View article]
    It seems to refuse to want to correct doesn't it.
    Mar 7, 2015. 03:47 PM | Likes Like |Link to Comment
  • Time To Buy Gold Miners? [View article]
    I can see below $1130 before the end of March.
    Mar 4, 2015. 01:35 AM | 1 Like Like |Link to Comment
  • IBB Is +34% For 1 Year And +7.31% For 2015 - But What Are The Risks? [View article]
    Percentagewise, what kind of pullback would you consider a buying opportunity?

    The biotechs looks very bubbly to me personally.
    Feb 22, 2015. 12:11 PM | Likes Like |Link to Comment
  • GoPro down 7% on second post-lockup trading day [View news story]
    Thanks Rocky.

    FWIIW I think the markets will head back down before going much higher into a blow-off phase. I see no energy to go higher currently.

    Hence I see GPRO going lower from here but it could rebound nicely in any future upturn if the general markets can find that energy to go much higher.
    Feb 18, 2015. 09:54 PM | Likes Like |Link to Comment
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