Mono

QUICK CHAT # 16- 11/10/09 after Market Close/ Update of Insta

DG-

i want to put something out there- luckily only OG knows my true identity and i trust her confidentiality.

david will be ok. i am 25 and i was institutionalized. not only that, i was institutionalized by my family. i was 18 and had been suffering for MANY years. it came to a head and there was nothing anyone could. sometimes we are wired differently. no better. no worse. just different. i was too proud. i was too proud as a man. i could handle anything that came at me because that is what being a man is all about.

i could not have been more wrong. i needed help...and i admitted it...i became a man. i was institutionalized by my loving mother/father/family. i resented them. i resented them so much...until i didn't. make sense?

i got the help i needed. went back to college. played division I college football. got a dual degree. got a masters. started my own hedge fund.

i don't say this to get on a pedestal- i say this to commend you. YOU made the hard decision. YOU made the hurtful decision. YOU made the RIGHT decision. david needs your help and your strength and the strength of all of those around him. be strong and be his rock. he will be a better person, i know it.

i thank god my family had the strength to give me a swift kick in the nuts...because i might not be here if they didn't. i thank god you had the strength to do it.

he will be fine

Quick Chat #14- Start 11/5/09

great article

total bs


On Nov 06 09:38 AM optionsgirl wrote:

> China criticizes US over pipe duties
> China criticizes US over pipe duties, launches auto probe ahead of
> first Obama visit
>
> * By Joe Mcdonald, AP Business Writer
> * On 6:23 am EST, Friday November 6, 2009
>
>
> BEIJING (AP) -- China criticized Washington for imposing anti-dumping
> duties on Chinese-made steel pipes and launched a probe Friday of
> imported U.S. autos, adding to trade tensions two weeks before President
> Barack Obama visits Beijing.
> AP - FILE - In this Oct. 30, 2009 file photo, a man walks through
> a parking lot occupied by ...
>
> AP - FILE - In this Oct. 30, 2009 file photo, a man walks through
> a parking lot occupied by ...
>
> The latest moves ratchet up disputes over market access for goods
> from poultry and tires to Hollywood movies. But Beijing and Washington
> are confining the conflicts to diplomatic channels, apparently hoping
> to avert a trade war that could damage wide-ranging cooperation on
> issues such as the global economic crisis, North Korea and climate
> change.
>
> The Commerce Ministry criticized the U.S. decision Thursday to raise
> tariffs on Chinese pipes as protectionist. It said the move violated
> World Trade Organization principles and commitments by Washington
> and other Group of 20 major economies to avoid protectionism amid
> the global economic crisis.
>
> "China resolutely opposes use of such protectionist practices, and
> will take measures to protect the interests of domestic industry,"
> ministry spokesman Yao Jian said in a statement on the ministry's
> Web site.
>
> The U.S. Commerce Department said it concluded Chinese producers
> were dumping pipes used by the oil and gas industry and would impose
> duties of up to 99 percent.
>
> Yi Xiaozhun, a deputy commerce minister, said the case was the biggest
> anti-dumping action yet against China by market value and affected
> exports worth $3.2 billion a year.
>
> Also Friday, Beijing announced it was launching an anti-dumping investigation
> of imported U.S. autos. It said it was acting on a complaint by Chinese
> automakers but gave no details of the alleged American misconduct.
> The case could result in higher tariffs on U.S. autos if Chinese
> investigators conclude American automakers received improper subsidies
> or sold below fair-market price.
>
> Beijing warned Washington at trade talks last month of the impending
> probe, a possible diplomatic gesture to reduce the political impact
> of Friday's announcement.
>
> Meanwhile, the Chinese steel industry group said Friday major steel
> mills have asked the Commerce Ministry to launch an anti-dumping
> investigation of U.S.- and European-made hot rolled and stainless
> steel. It said the steel was being sold at improperly low prices
> and "caused injury to the Chinese market."
>
> The U.S. Embassy in Beijing had no immediate comment about China's
> actions Friday.
>
> The disputes come as Obama is due to arrive Nov. 15 on his first
> president visit to Beijing. Both governments have repeatedly stressed
> the importance of stable relations and senior leaders have avoided
> public comments about the trade disputes.
>
> Beijing and Washington are especially eager to avoid irritants that
> might derail relations as they work together with other major governments
> to try to pull the global economy out of its worst downturn since
> the 1930s.
>
> Both governments have stuck to the dispute-resolution process laid
> out in WTO agreements.
>
> In August, Beijing backed down in a dispute over auto parts and altered
> its import tariffs after it lost an appeal of a WTO case brought
> by the United States, Europe and Canada that said it treated foreign
> suppliers unfairly.
>
> On Wednesday, the United States joined Europe and Mexico in asking
> the WTO to investigate Chinese curbs on exports of bauxite and other
> industrial raw materials. Beijing says it must rein in mining to
> protect the environment, but Washington and others say the curbs
> improperly give Chinese companies favorable access to some materials.
>
>
> Yi, the commerce minister, repeated Chinese complaints that Washington
> treats China as a non-market economy. He called that status a Cold
> War relic and said Beijing hopes it is soon repealed.
>
> "The 'market economy status' is the core of this case. An important
> reason why the U.S. verdict is so unfavorable to us is that it used
> double standards rather than the WTO standard that commonly applied
> by other countries," Yi said. "That's why our companies are treated
> unfairly and unequally. China is very dissatisfied."
>
> Chinese Ministry of Commerce: www.mofcom.gov.cn
>
> China Iron &amp; Steel Association: www.chinaisa.org.cn<;br/>
>
> Associated Press Writer Cara Anna and Associated Press researcher
> Bonnie Cao contributed to this report.
>
>

Quick Chat #14- Start 11/5/09

1130 this month. month end they will get it below 1100 as major options expiration. know whats coming- plan accordingly- make money.


On Nov 06 09:34 AM optionsgirl wrote:

> Gold kissed 1099!

Quick Chat #14- Start 11/5/09

worst news of all:

www.bloomberg.com/apps...

protectionism will get us nowhere. first tires...now 99% tax on pipes.

QUICK CHAT #13- Start 11/2/09-After Market Close

1130 by month end scrooge


On Nov 03 10:57 AM ScroogeMcduck wrote:

> Wow, gold just hit 1080

QUICK CHAT #13- Start 11/2/09-After Market Close

im up for air- unfortunately i replaced the air with whiskey.

good month for the fund. when GCZ09 hits 1071 and silver is under (17.50) all the excess equity will go into silver. hold it till april and it will be around 24 hopefully.

keep it up everyone

Not a Drop to Drink: Three ETFs for Future Global Water Shortages

remember looking at these guys for two years...opportunity cost is my only concern as it maybe a long term play. maybe not.

Mining Ideas

you know me... i am always gonna push for the physical stuff. rolled all GCZ09 (dec 09) contracts to Z10 (dec 10).

hopefully 1100 by halloween. bernanke will save the world today with his speech so should keep us pretty subdued under 1070.

QUICK CHAT # 6- Oct. 18th- 20th, 2009

lower cost basis and better company than POT- intrepid (IPI)


On Oct 19 06:11 PM optionsgirl wrote:

> Freya do you have an opinion about this? It's in the Bloomberg article
> about Potash and Nitrogen I posted the link for it. I think I need
> to diversify out of bond funds and maybe buy some bonds directly.
>
> "Terra also said that its Terra Capital Inc. subsidiary sold $600
> million in 10-year, 7.75 percent notes that priced at 98.298 cents
> on the dollar to yield 458 basis points more than similar-maturity
> Treasuries, according to data compiled by Bloomberg. A basis point
> is 0.01 percentage point."

METHODS TO MADNESS

sorry i feel indebted to you as my profile is booboo (scientific terminology)

me- ima young buck who pretends to know what he is talking about. backing is finance and ibanking for two years. started hedge fund but only with managed futures. not equity oriented so i can't contribute much in that arena. currency and commodity macro oriented. usually post on gold and dollar moves.

you got a good group with these guys- thumbs up


On Oct 16 11:40 AM Albertarocks wrote:

> On Oct 16 11:34 AM Mono wrote:

METHODS TO MADNESS

just had to start following...if nothing but for the 5 things on your profile

cheers


On Oct 16 09:50 AM Albertarocks wrote:

> Since some of the participants here have warmly embraced the idea
> of at least looking at the Osisko play, I'll just add a few more
> comments about it that I haven't yet mentioned.
>
> You could consider me as a technical analyst when it comes to stock
> markets. I don't even know what fundamental analysis is other than
> that it's fundamentally important that I have coffee when I work.
>
>
> In Osisko's case, the fundamentals that I notice is the high concentrations
> in the ore, the fact that the gold find is gigantic, the fact that
> the mine is located on the actual boundary of an established town
> therefore giving incredible access to roads, the fact that it's in
> its infancy, but has indeed started, that all permits are in place,
> etc. That's not really fundamental analysis, but it's about the
> extent to which I do any fundamental analysis at all.
>
> It's the technicals I look at, and I haven't mentioned yet that the
> chart of Osisko looks fantastic. The biggest bonus for all of you
> who might be interested, is that there is a very, very solid price
> base at $6.50. If the price fell back through that, I'd eat your
> shorts. $6.50 is a level that took Osisko 4 attempts and 12 months
> to get through. Now that it's broken out, it went as high as about
> $9.15, and has retraced to a very solid uptrend line from which it
> bounced and sits at today's $7.70. So in my view, it represents
> what I think is a very low risk/high reward scenario.
>
> Again, I feel like you might think I have some sort of hidden agenda.
> I assure everybody, I'm just an excited investor and if some of you
> can benefit from this nugget, I'll feel great. So I'm being selfish
> here... I want to feel good about giving somebody a tip that works
> out, and this one will unless gold falls back to $500... because
> Osisko is reportedly making money at $350 gold. Incredible in my
> view.

Quick Chat #5- Week of Oct. 12th

silver and oil will not hold up vs gold right now. big banks are the only thing keeping big move in gold. they drew the line in the sand at 10674 and they are defending it with there life. once 1060s are done you will see 1100. probably before halloween. didn't get the immediate pull back to 1030s so still waiting on it.

Central Banks Shift Reserves Away from U.S. Dollar

jeff-

i am sorry but i haven't been able to keep up with your previous pieces. with the 57T in existing debt and 70+T in unfunded liabilities...where did you obtain this info. i am not questioning it- more like asking for a laundry list. i know asset purchase programs get expanded everyday, but would you have an inclusive piece on these numbers or maybe a suggested link to peruse.

if possible

METHODS TO MADNESS

beautiful fed minutes. at least now they are admitting to expanding the asset purchasing programs. it is BOE redux move all over again...and we saw what happened to the GBP after that monetary policy.

Gold Taking Off?

absolutely. the switch from deflation (even though it is not where we find ourselves) to inflation is instant. gold creeps up in times of "deflation" as worries of inflation mount.


On Oct 08 07:12 PM yellowhoard wrote:

> Deflation is also good for gold.