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The Geoffster

The Geoffster
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  • Copper Secular Bull Market Resumes, Buy Freeport-McMoRan [View article]
    Sold FCX yesterday after getting in @ 18. Nice trade. Will get back in when it dips again.
    May 2, 2015. 09:03 AM | 2 Likes Like |Link to Comment
  • Why The Fed Will Raise Interest Rates This Year [View article]
    One can only hope, but I wouldn't bet on an accelerating economy. There is still too much debt and consumers aren't loading up on more. In a debt based financial system, ever more amount of debt are necessary to propel the economy. We're closer to the end game than the start of robust economic growth.
    May 1, 2015. 06:44 PM | 5 Likes Like |Link to Comment
  • China Mobile's Biggest Stock Gains May Be Yet To Come [View article]
    ex Div June 2
    Apr 28, 2015. 06:49 PM | Likes Like |Link to Comment
  • There Is Little 'Fact' In The Austerity Vs. Deficit Spending Debate [View article]
    Everywhere is Nowhere when when TSHTF.
    Apr 26, 2015. 09:58 PM | Likes Like |Link to Comment
  • This Is What's Happening In Junk Bonds, And It's Not Pretty [View article]
    15% of that junk is in the oil patch.
    Apr 26, 2015. 03:36 PM | 1 Like Like |Link to Comment
  • This Is What's Happening In Junk Bonds, And It's Not Pretty [View article]
    Damn, I missed that rule.
    Apr 26, 2015. 03:33 PM | Likes Like |Link to Comment
  • The 'War On Cash' Migrates To Switzerland [View article]
    Good one. Would your comment extend to securities dealers as well? I would not recommend buying gold as an investment. Trade it or hold it and hope you never need it.
    Apr 26, 2015. 03:29 PM | 3 Likes Like |Link to Comment
  • The 'War On Cash' Migrates To Switzerland [View article]
    Gold is insurance against central bank foolishness and is the only real money. When TSHTF, best have a healthy supply of long shelf life food, potable water and ammo. By the way, how are your Swiss Franc dividends doing?
    Apr 26, 2015. 01:57 PM | 4 Likes Like |Link to Comment
  • The 'War On Cash' Migrates To Switzerland [View article]
    The anti gold lobby has convinced many otherwise astute investors that gold, in the words of Lord Keynes is a "barbaric relic." Might Warren Buffett whose wealth is inextricably tied to the fiat kings of Wall Street have an axe to grind? Gold is a threat to financiers because it would enforce discipline upon their profligacy. Better to trade derivatives of derivatives and manipulate gold futures than tie your bets to real money. When the music stops, what will all that paper, oops, cloud based digits be worth?
    Apr 26, 2015. 12:32 PM | 3 Likes Like |Link to Comment
  • Someone Is Going To Be Very Wrong On The American Consumer [View article]
    I suspect the recovery will be seen as a temporary Keynesian goose when all is said and done. If the recovery is real, the Fed will have to raise rates and that will tank the market. The more likely scenario involves another recession with an impotent Fed going full blown on interest rates and bank deposits. I'm waiting for the Big Reset. Then, pent up demand might bring on a real recovery.
    Apr 23, 2015. 06:35 PM | Likes Like |Link to Comment
  • Market Manipulation Takes Center Stage [View article]
    ...and the biggest market manipulator is... (drum roll please) the FED!
    Apr 22, 2015. 05:48 PM | 3 Likes Like |Link to Comment
  • Greece Moves In With Public Sector Capital (Cash) Controls [View article]
    Greece can never service its debt. This much is known. What is not known are the consequences of its outright default. They must be potentially significant or this charade would be over by now.
    Apr 20, 2015. 05:56 PM | Likes Like |Link to Comment
  • Fink And Capitalism: Need 4 Kitchens In Your House? [View article]
    What does the cash horde look like in comparison to debt? Many stock buybacks are being financed with debt in this low interest rate environment. How does it net out? If the best use of corp. cash is stock buybacks at historically high prices, what does that say about the macro picture?
    Apr 19, 2015. 07:03 PM | Likes Like |Link to Comment
  • Putin Is Strong, The Ruble Is Stronger [View article]
    Anyone considering investing in Russia should first read Red Notice by Bill Browder who ran the first Western hedge run inside Russia. The accounting gimmickry and share dilution scams of the oligarchs are beyond outrageous. At the top of the criminal enterprise is Putin whom Browder describes as the most ruthless gangster in the world and the world's richest person. Not bad for someone who has never held a job in the private sector.
    Apr 18, 2015. 12:54 PM | 4 Likes Like |Link to Comment
  • 'No Drama Obama' Economic Recovery Continues [View article]
    Too late. It's over folks. The plebes will revolt when their goodies are taken away.
    Apr 17, 2015. 09:42 PM | 1 Like Like |Link to Comment
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