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daveddawg

daveddawg
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  • Gold Transforming into a Completely Demonetized Wealth Asset [View article]
    Glad to see you took up SA invitation to post here. If you are not familiar with FOFOA, check out his website and look through the archives. Lots of very interesting info!
    Nov 6 04:18 PM | 1 Like Like |Link to Comment
  • Regulatory Reform: The New Geithner Plan [View article]
    The 1st steps should be the repeal of the Gramm-Leach Bliley bill, and the reinstatement of the Glass-Stegall bill. This would provide a clear separation between the bank and the casino.
    Sep 5 12:48 PM | 15 Likes Like |Link to Comment
  • Export of 'Gold Compounds' a Booming Business [View article]
    I don't see any gross value in the table, only gross weight. This would have more credibility if the gross value was included

    Could there have been a miscommunication between the original author and the USGS person and then between USGS and Census?
    Sep 1 05:53 PM | 1 Like Like |Link to Comment
  • Federal Reserve Fights Judge to Hide Secrets [View instapost]
    I noticed that Tyler Durden posts don't show here anymore. He may have gone so big time that he doesn't need SA any more. Or was he invited to leave? If you, Jeff, get the Tyler Durden treatment, you should be proud! See you on bullion bulls!
    Aug 27 08:54 PM | 1 Like Like |Link to Comment
  • 'I Contrarian': Are These Six Stocks the Worst Possible Trades Today? [View article]
    I might try this idea. In Mar, the worst ideas I could have thought of would be:
    Banks--Way up
    Homebuilders--up
    Retail-up
    It seems worthless is the new value.
    Aug 27 07:08 PM | 1 Like Like |Link to Comment
  • Multiple Anomalies Detected In Silver ETFs [View instapost]
    How great to get some insight from someone who works inside the industry, as opposed to speculation from outsiders. I really appreciate all your articles and have gone to your blog as well. Well worth my time. That is why you are on my watchlist. Thanks!
    Jul 30 11:13 PM | Likes Like |Link to Comment
  • Comparing Canada's Rigid Banking System with U.S. Innovative, Yet Lax Banks [View article]
    This was a very informative article, and points out some major differences between CA and US banks. Some of these differences, IMO, are based on the mentalities and geographies of the countries.
    In CA, the winters are brutal, and will not suffer fools kindly, as in certain parts of the US. These cold regions tend to breed conservation of scarce resources. In other regions of the US, the proverbial grasshopper to the ant will survive (especially due to influences of Uncle Sugar).
    This disparity in climates is, IMO, the main difference in the relative conservatism of the CA banks, and the CA citizens. Three cheers to all who live within their means!
    Jul 5 09:25 PM | 2 Likes Like |Link to Comment
  • 3 Thoughts on America's Regulatory Overhaul [View article]
    How about a czar to actually enforce the laws that are already on the books. Oh wait, what if my new best friend the lobbyist's buddies get caught, or can't do what they want. Never mind.
    Jun 18 08:49 AM | 2 Likes Like |Link to Comment
  • Agrium's Bold CF Bid: Nothing Short of Genius [View article]
    This deal, while it may be good for AGU shareholders, will never happen. CF Mgmt is not interested and want TRA. As soon as the deal is pronounced dead, I expect AGU shares to pop, as the debt load they would have taken on would be extremely high, considering their current debt. The best AGU can do, is to continue to buy CF shares on the open market during dips, because the CF -TRA deal, IMO is not going to be that good for CF shareholders in the long run, because they won't be integrated in the N-P-K, esp K. If AGU really wants CF, then time is on their side. I suspect that AGU just didn't want CF to get TRA, because the valuable asset of CF is their cash and P, and AGU didn't want to buy the N plants of TRA . N plants are easy and cheap to build.
    Jun 12 09:57 PM | 4 Likes Like |Link to Comment
  • Goldcorp Pricing Itself Out of Consideration, But Buys Reside Elsewhere - UBS [View article]
    Like esoterericist said, with an addition, NO DEBT & 1/2 Bil in the kitty, you have to consider the source of this downgrade-UBS, one of the major short position holders in the COMEX gold. This downgrade is a great buy signal. What more does one want? This is the best company that digs real money out of the ground.


    On Jun 09 07:47 PM esotericist wrote:

    > "low overall cash costs, un-hedged growth, low political risk and
    > exploration potential."
    >
    > That's why it's worth $80 a share. And they want a piece of it. Hence
    > the heavily caveated 'downgrade'...
    Jun 9 09:45 PM | 2 Likes Like |Link to Comment
  • Talisman Energy Could Split into Two - UBS [View article]
    The Utica Shale play in NY and Quebec is the newest and one of the potentially most rewarding prospects out there. It is located close to markets, and the gas will command a premium compared to gulf coast/midcontinent gas. TLM is very profitable, with conservative management, great reserves, and a bargain share price.
    May 22 08:05 AM | Likes Like |Link to Comment
  • Physical Gold Is on the Move [View article]
    To get back to the point of Trace's article, one of these days, some country will demand that the upfront leasing/concession fees be paid in gold, not fiat. They might accept fiat after the oil co. has begun production or not. Imagine if the oil cos. had to pay the royalties in gold. This is most likely to occur in an already oil rich country, but some "rogue" country could use this payment schedule to change the system of payments.
    The point is that the oil cos. could have already cornered the gold market to ensure that they have enough of the "right" kind of money to ensure ongoing access to supplies. The oil companies already have a sophisticated accounting system to pay the bribes that are IN FACT required to do business in much of the world, but that are "forbidden" by laws.
    Imagine the spike in gold price if the above happens. Right now, it is cheaper for the oil rich country that wants gold to just buy it on the open market with their cheap fiat dollars.

    May 16 09:05 AM | Likes Like |Link to Comment
  • The Tellurium Supernova [View article]
    In Cripple Creek Colo., Anglo gets most of it's gold from a combination of sylvanite/calaverite ores that are made up of Au/Te.
    They heap leach with cyanide for the gold, and don't electrowinnow to my knowledge. Their tailing piles are huge, and they might even pay someone to take the piles and environmental liability away-LOL. Someone should investigate this potential source.
    May 12 09:24 PM | Likes Like |Link to Comment
  • How Should We Improve Seeking Alpha's Comment Rating System? [View instapost]
    I would much rather vote on the value of the article than on the comments.
    This would raise the standard of articles submitted. What a bummer to read an article and have learned nothing. Some comments are very insightful and others are idiocy. Voting on comments tends to skew towards the first people to post after an article is submitted, while the last comments, even if they are the most insightful, tend to get less read, and less votes.

    One suggestion might be a sideways thumb, not up or down, but neutral. However, this requires more data management by SA, and I suspect they are trying to save $, so they will get rid of voting on comments, and only allow voting on articles.
    May 12 08:32 PM | 11 Likes Like |Link to Comment
  • Stress Test Double Talk: 'Bad Is Good' [View article]
    Shades of doublespeak and double think. War is peace!
    May 6 08:06 PM | 1 Like Like |Link to Comment
COMMENTS STATS
42 Comments
122 Likes