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Three Noteworthy Sectors: Gold, Food and Healthcare

Gold and food are indeed recession proof, the problem with healthcare is not president's Obama plan, it is that it became a business-for-profit concept only so that Doctors, Drug Manufacturers etc actually need to make as much money as they can without having a sensible approach to what "healthcare means". I agree with User 224899 and GMiki's regarding attorneys, we got use pay USD 400/hour to an attorney (regardless of their qualifications) just because he would be able to get the money back one way or the other, and businesses became used to not recognize citizen's rights unless there is an attorney involved, vicious circle. The original concept of healthcare needs to be understood, if citiizens are healthy they will still pay their monthly premiums, but if you need 100 / USD 100.000 surgery / year (needed by the patient or not) to make money out of the business then your values are wrong. Management and a good effort not to become a WS-like enterprise is what the Country needs. Citizens needs to play a role on this by making sense of the way we use healthcare services, but in the end, either good or bad, healthcare is here to stay otherwise the Government would be in serious trouble down the road.

No Gold Bubble

I would agree with mr. freddo regarding the dramatic swings in price. I like history and it took Gold 10 years to break out of the USD 250 - 500 range even with a double top formed from 1982 through 1988 to then reverse in the year 2000 and break consistenly to the upside in 2005, does USD 500 - USD 1030 - USD 680 - USD 1000 - ?????, which has been the swing since 2005, seems familiar to you? Well what I try to say is that whoever invest in Gold sets it's own time frame, whether the buy is fundamental, speculative or else. Long term ownership of Gold is the answer but again buying in one those massive dips (50%) as it happened if the year 2000. Oh sorry I just missed it at USD 680 in 2008!!!!

Mining Indaba Conference - Even the Bears Are Bullish on Gold

How can they not (bears) be bullish in Gold if every time that anyone mentions a short sell oportunity (even myself) gets pounded in a matter of hours!! That's the beauty of the Gold market, you need your nerves tuned up every once in a while!!

Fund Manager David Einhorn Buying Gold and Miners, Reluctantly

Good one Rolex18K this is a typical investment disclosure aiming to influence individual investors mindset in order to support a position the Fund may have in fact initiated, but do we know performance figures of the Fund so as to believe they are actually good? Come on I did predict Lehman Brothers failure as well, my little girl would have predicted it If I had asked her under the conditions of the crisis initiated in 2007. Buy Gold because you believe in Gold, Buy Gold because the 4 year cycle has shown that from 2000 through 2004, the price rose 100% and then from 2004 through 2008 rose yet another 100% and if the expectacions for the second round effect of the change in money supply and hyperinflation are fixed in investors mind plus the projection of loss in purchasing power comes true, no question Gold will rise another 100% in the next 4 year cycle. If you look at the 4 year cycle the correction last year went a bit down below the middle of the 500 - 1000 range, good buying point we'll not see it again though so 850 looks closer but buying over 900 is guarante of a painful short term wait "in red". If the econimic conditions support the next 4 year cycle then we may see Gold at 2.000 in 2012 not in June 2009 as some may eventually predict on a break of 1.000.

A Simple Post on Gold

I agree with the bullish instance, I would not go bullish anywhere else (Except for EUR/USD in the currency market). The stock market is set to crash once again an very soon, oil is right in the price where supply and demand are leveled and agircultural products came down to where they should always have been. Now Oil and Ag have become issues of concern for Governments and the only ones able to trigger a rally in those markets are speculators and they will be in the spotlight for months to come. Base metals and industrial metals require physical demand to become atractive, it will be months as well before either the demand recovers to a decent levels or the supply is killed (unlikely due to lowering production costs). So what else would you buy which does not having direct impact in the economy (like oil or AG), that has proved to be so linked to the purchasing power theory and more importantly the only thing that everyone is buying at the moment? Well don't think about Gold going through the roof in a month or two, but there is technical and fundamental support for the upcoming rally, you don't have to buy to follow the crowd, but I certainly would not recommend to short the market in this environment, it may be extremely painful, medium term. Patience will bring the market to a reasonable price so that we all can buy with a reasonable risk. Think about this, if you are bullish now the worst thing that may happen to you is the Gold price down to 700 by June 2009, if you Sell or Short the market now without proper risk management, you don't know if the high is gonna be USD 1.000 or beyond, so the less risky trade is buy. Does it not make sense? Usually the Sell-Offs are stepped and give you time to react, Rallies in Gold go one way straight up for USD 100 and USD 150 at a time. Don't rush into it today there is going to be one more sell-off in the first week of February and that's the last train for the 1Q. Also if you have access to dealers or brokers ask them, there has been real physical demand from investors over the last month, institutional Gold is not being sold as far as know.

Expecting Epic Gains in Gold Miners

Well, as bearish as I have been in Gold lately, this time around I have to agree with the author because he sees the big picture long term. I will never expect Gold going though the roof up to USD 5.000 but a good run to USD 1.400 derived from a depreciating USD (into 2009) likely inflation back in business and scary numbers in money supply (all 3 factors are corelated). So what's the point in buying Gold is you have to buy a ton of it to see a decent return, well that you can actually buy significant amounts of Gold by being patient and picking the bottom then you can hold it for 3 years and make good money by skipping volatility and therefore lowering the risk. Remember Gold at USD 600 on January 2007? well that was a base and the price never look back down, I see a bottom around USD 600 year end, buy small amounts, probably 600 Oz or 1000 Oz (for a small investor) and then load it up with 5.000 Oz once once the base has consolidated around UD 600 and the USD 660 level had been broken on the way back up, tha't is a strategy. Play paper gold on margin in an account overseas and you will be just fine probably doubling up your investment in a couple of years, I won't mess around with physical gold, too risky for my limited and diminishing networth. Disclaimer I don't have position in Gold at the moment nor do i expect to enter the Gold market anytime before Dec 2008.

Frank Holmes: 'When Inflation Erupts, Gold Will Take Off'

Well Frank, you got it partially right except for the short term outlook, Gold tends to consolidate in broand ranges over a long period of time, whoever has been leading readers to buy Gold at USD 900 acted in a Wall Street like irresponsible fashion (I said it before in this Blog, probabaly back in August) I've been called rookie and so other awful things for being bearish in Gold since Aug 2008. Where you got it right though is when you mentioned that inflation within the next couple of years is going to show the scariest numbers ever, however don't count on Gold establishing yet another bull trend before Jan/Feb 2009 and do not ever dare to contend the undeniable link between the USD and Gold. I would love to see the so called Economists in this Blog trying to explain why their short term USD 1000/1250 did not work. I tell you what, it did not work because they acted irresponsibly by not understanding what the big picture is. Expect the correction to reach a 100% retracement from the move USD 560 - USD 1033 then you can think about buying long term, the next move will last 2 years and can be another attack to USD 1000 in a multiyear analysis, however who cares if Gold reaches USD 1000/1500/2000? you will still be long Gold from the high USD 500 and if that happens then cash out anytime you want without even reading our "experts' articles". It took you guys so long to understand the cycle. History never fails to repeat itself. Cheers

Why Gold Stocks Failed (And Why I'm Still Holding On)

By the way, helping stabilize the housing market by buying it at ridiculous prices not only will make you money but you'll become an active player in helping the economy get back on its feet, that's is patriotic, remarkably patriotic and very profitable long term, buy urban hot areas and you'll be just fine. I was right shorting Gold and I deeply believe I'm right on the real state bet, I hate not to have the money to do the real state thing myself.

Why Gold Stocks Failed (And Why I'm Still Holding On)

Cash out everywhere and start buying real state, there is a lot of bargains out there and it is the only safe investment other than having the money under your mattress, you don't wanna hold your cash in the bank nor is there a safe investment at the moment. Gold became just ahother asset class and you won't even be able to sell off in a panicky market, real state cannot be taken away it is as solid as having the cash in your pocket and historically prices have always rebounded over time in a shorter timeframe than commodities, prices may drop another 10% to 15% in the next 6 months but once inventories start to decrease, markets stabilize and America gets used to spend in an budget (like you one should have been doing for the last 4 years) then you'll get a good return, you would've had your money safer than in a bank, you would've had slept nicely and your cash had been in a hard, uncheatable asset (you can even live in your investement if you wanted to). Not even treasuries are safe at the moment, not because there is a risk of USA not honoring them but because like all those bubbles it is about to burst badly.

Roger Wiegand: 'Severe Bull Market' Ahead for Gold

Good move CLH, I bet in 6 months we'll have the same authors saying that they anticipated the bear market in Gold jajaja!! I've been writing in this blog for a while now and I've been wrong only twice within the last 3 months. I'm shorting my heart & soul in Gold ( of course with a sensible exit strategy/stop). Don't be caught the in middle as Jim Cramer's viewers did, listening to him blaming market manipulators for his own ignorance (Jim led viewers to buy DJIA at 14.000 and then later said to Rick Santelli that he (Jim) had called for a bear market in stocks early this year). If the author is not one of those manipulators who can actually move the market (real money) then your forecast is just speculation, plain and simply put. Sometimes this articles just aim to get enough people in the same mindset trying to support existing market positioning. That is real market speculation/manipulati...

John Embry: 'When the Gold's All Gone, the Market Will Go Nuts'

So Would that mean, Gold at USD 630 before the spring force had to be released? Then can we think of USD 650 as USD 530 was in 2005? Would the historic timing put us in a new 3 year run before the next correction down takes place? Yeah I know that I should be posting a contribution rather than asking questions but as somebody said last week, "If you are not confused, it is because you are not paying attention to the market".

Short-Term Correction in the Commodities Bull Market

Gigem77 you could not be more right. Stop leading individual investors to buy commodities in a market that is clearly a sell, when the time comes the signal will be given. For now you are leading individual investors to a bottom fishing that is not worth it. If big sellers do not cover their shorts (and there is noreason to do so now) or the Govt does not step on the so called free market and regulate the big ones then yo better stay cash or with the short term. The old saying, buy the uptrend sell the uptrend.

Time to Buy Gold and Silver

I've read you comments on market manipulation and could not agree more. Here is the deal, no matter how long it takes, if you want to be on the safe side of the gold market then sell intervention and buy back risking the profit you may have made. As to timing, yes 9:00 am and 12: am ET have become a sure sell during market intervention but it has always been bought back, that's how intervention works, cracking weak bulls down with the profit previously made on short covering. You can just use the same strategy and you won't be dissapointed. Long term gold bulls won't be dissapointed. If it does happen you will still be ok. Smart hedging for small bucks! Always stop the sell and let the buy go, tha's my thought for this crazy market. ( just a personal view on it).

Time to Buy Gold and Silver

I believe history will repeat itself again and again, if you don't want to scratch your head much, go to the 2007 chart add USD 50 to the spot price by the time you want to get in and let it go for 6 months. I'm buying at 750/780 on Sept 15 and will not realized profit until May next year. Increase the size of your Position/Ounces every time the price rises USD 50 and wait for a nice USD 1200 spot price in 2009. This is my insight, it's not a recommendation to trade.