hammondholt's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/332382/comments http://seekingalpha.com/article/116262-don-t-worry-we-ve-had-an-even-higher-debt-to-gdp-ratio-before?source=feed#comment-365345 365345 Sun, 25 Jan 2009 03:59:34 -0500 http://seekingalpha.com/article/113502-gold-s-not-the-best-investment-in-inflationary-times?source=feed#comment-348060 348060
also, there is no argument for the third rationale for purchasing Gold: 3) as a refuge in a bad economy sans inflation. Gold held its value in 08 WITHOUT inflation and WITH hedge fund selling and WITH a resurgent Dollar. Pretty durable.

I'm not a Gold Bull, and I'm not calling a de-coupling of Gold from Inflation, but it seems that an argument for Gold as a refuge WITH or WITHOUT inflation can be made.]]> Tue, 06 Jan 2009 20:57:33 -0500
also, there is no argument for the third rationale for purchasing Gold: 3) as a refuge in a bad economy sans inflation. Gold held its value in 08 WITHOUT inflation and WITH hedge fund selling and WITH a resurgent Dollar. Pretty durable.

I'm not a Gold Bull, and I'm not calling a de-coupling of Gold from Inflation, but it seems that an argument for Gold as a refuge WITH or WITHOUT inflation can be made.]]> http://seekingalpha.com/article/113415-baltic-dry-index-signaling-a-market-bottom?source=feed#comment-347908 347908
I'm watching the dry (and wet) shippers -- I agree with the oversold and no one will stop eating or using oil premise; there are some interesting articles about oil companies renting VLCC and ULCC and parking oil off-shore until oil prices rise -- the one's I like are hitting their resistance. But Knightsbridge and GMR, FRO I am looking at, but haven't bit yet.

So as a trade, I wait to see if they break thru or bounce back. Haven't done all the research today on these names to make a good call. But now that 920S&P is support, and Obamamania is a forward looking phenom, I'm thinking they'll push upwards. But it's only partial technical and partial tea-leaves on my part.]]> Tue, 06 Jan 2009 17:40:26 -0500
I'm watching the dry (and wet) shippers -- I agree with the oversold and no one will stop eating or using oil premise; there are some interesting articles about oil companies renting VLCC and ULCC and parking oil off-shore until oil prices rise -- the one's I like are hitting their resistance. But Knightsbridge and GMR, FRO I am looking at, but haven't bit yet.

So as a trade, I wait to see if they break thru or bounce back. Haven't done all the research today on these names to make a good call. But now that 920S&P is support, and Obamamania is a forward looking phenom, I'm thinking they'll push upwards. But it's only partial technical and partial tea-leaves on my part.]]>