jockum

And the Real Inflation-Adjusted High for Gold Is...

Obama will take jobs over riots,,,, ANY day. Than means inflation, because the USD will move lower against China, Norway, Australia, Saudi and all other nations that have their public spending in order. GBP will probably move in tandem with the USD. Gold might however have less of a run compared to Silver, since silver has more industrial uses than gold. And people do not fix their teeths with gold any more, that leaves vanity and stockpiling. And I think the industries like RFID that uses silver, might move up before the level of stockpiling and vanity spending increases.

Sovereign Debt: The Big Question

Where will the Chinese, India surpluses go? Into gold? Into the Euro with a crumbling Greece and Italy (Ireland, Spain, Portugal)? Japan,,?
I guess the Chinese are doing the right thing. They buy oil and minerals. So in this currency chickenrace,,,,, the winner will be,,,, The dollar. Yup. But first, let us see some raising of dollar interest rates the next five months.

The Fall in Natural Gas Is Over

oil/gas well there is a connection. When oilsand companies wants to extract- they buy gas,

China Stockpiles TIPS, Anticipates Commodities Bubble

Who sets the rate of inflation? Hmmm, should not cost of housing (incl. mortage, interest etc) be included.

Nine ETFs Offering Inflation Protection

note that precious metals include inflation in housing as well. TBT does not include this factor.

A Natural Gas Centric Strategic Long-Term Comprehensive Energy Policy

let us focus on a distributed generation of hydrogen. via geothermals, wind, wave etc. And a transportation network where longhauls use hydrogen.

Yen, Gold and the Perfect Desert Storm

Gold has less legs than silver right now. Silver has a larger industrial user base, longer history of being used as a currency, and has not appreciated as much as gold.

Motorola Hitches Its Wagon to a Star

spot on. nokia is in old territory when it is pushing its Navteq. Google maps is everywhere, and the launch of the google map for mobiles, is a killer. Motorola is doing completely right when hooking up with google.

Hold That Gold!

A basket of goodies in a new currency standard.
Would it not be a good idea to have an over weighting of green energy forms, such as Hydrogen for instance, in order to focus and aggregate resources to make hydrogen more abundant (cheap)? Just as Gold is drilled for in order to make a buck (whatever that will be), so would hydrogen be produced and stored. After all, money is like energy. And we do not want to much fluctuations in the energy supply.

How to Play the Next Great Bull - Matt McCall

Cash is king. Well probably- but what kind of cash? so when i doubt, stay out- and therefore in some cash equivalent. One of the better bets historically is silver. It has a longer history of being a medium for money (i.e. shekels), and it has more industrial uses than gold (i.e. RF-ID tags). In regards to Lithium, there are some new batteries coming on the market next year, that matches and surpasses Lithium. Investor (the wallenbergs) in sweden owns it.

Capstone Turbine Heads Towards Profitability

alternative- westport innovations

Market Breakout Is Serious

long Rubels, long Swedish Krona, long TBT, short USD, long silver, and westport innovations,,, and UNG,,,, and the latter is,,, a hmmmm, risky play.

Contrasting Messages from Bonds, Gold and Equities

Hopefully not a goldstandard. Why not a hydrogen standard?


On Sep 08 08:55 AM rick12345 wrote:

> Risk aversion was extremely active last week with everyone pouring
> into gold and staples. This week may paint a different picture. I
> am expecting the USD and bonds to fall (spreads may tighten), commodities
> to rise, while equities will probably see-saw but should finish the
> week in positive territory. It's interesting to note that China has
> convinced the UN to push for a more stable world currency. Could
> we be reverting back to a gold standard?
> Anyhow, this is the end of the USA as we know it; the rest of the
> world will slowly decouple itself from their economy in an attempt
> to avoid another world financial collapse. Asia and Europe will be
> the economic powerhouses of this century, with the US taking a comfortable
> back seat while it tries to pay off its debt.

U.S. Natural Gas ETF: What You Need to Know

There are a couple of stocks to invest in, in case you could settle for the indirect possible upside in gasprices. You do not have to invest in an ETF. And then you could spread the risks more evenly- Europe, Russia, USA, Brazil. And still partake in the ratio game- but with less risk.

America's Mammoth Natural Gas Inheritance: The Burden of Transition

reagan won the war at the battle on Iceland. Iceland is now one of the worlds largest holder of potential hydrogen reserves. Abundant energy. Clean energy, without any co2 emissions. Why did we not buy Island when it was dirt cheap. (well it still is). Yes, a quick refitting of coal burning plants, to NG. But while refitting and building out, lets make sure, the system can handle hydrogen as well. (if possible- i really dont know).