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mtpooletg

mtpooletg
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  • Analyzing The Hepatitis C Market Size: Why It May Have Bullish Implications For Gilead [View article]
    Doc,

    Excellent article, as usual. If I get your numbers right you're guessing a $750B market for this treatment, that's roughly 1% of world GDP isn't it? I'm wondering how the world can possibly afford to spend that much treating just one relatively benign disease.

    Thanks again for a thought provoking read.
    Jun 24 10:43 AM | Likes Like |Link to Comment
  • No One Has Had A Successful Model Of Gold? I Do! [View article]
    Yes, this!
    Nov 17 01:37 PM | Likes Like |Link to Comment
  • Prepare Now For Silver's Upcoming Decline [View article]
    So if silver goes below 22.25 it will head to a new low of 17... Or it won't. And, if it doesn't go down it might go up, maybe to 26.40, but it will eventually go up a lot more... maybe.

    Okay... Got it!
    Sep 8 10:00 AM | 5 Likes Like |Link to Comment
  • Gold Is Going Higher Whether Or Not The Fed Tapers [View article]
    CDM gold has only been an investable asset for the past forty years. I believe it was illegal for U.S. citizens to own gold bullion prior to the early '70's.

    Prior periods you could argue that gold was base money. When I see people talking in much longer time periods for gold price performance I become suspicious. What is this "in the last hundred years" nonsense?
    Aug 29 10:00 AM | Likes Like |Link to Comment
  • The Market Vectors Gold Miner ETF Is A Lousy Way To Bet On Gold [View article]
    Great read, thanks for the information.
    Aug 19 09:55 AM | 3 Likes Like |Link to Comment
  • Inflation Lags Monetary Expansion: Prepare To Be Swindled [View article]
    Unless I missed something, the author just told us that inflation lags monetary easing and will be coming this time, as it has in the past. You want an actionable conclusion? Get out of stocks and get into cash, with a little bit of PM's.

    Good read.
    Jul 9 10:06 PM | Likes Like |Link to Comment
  • Gold: Betting Against Roubini [View article]
    Great read, thanks.
    Jun 17 06:12 PM | Likes Like |Link to Comment
  • The Fed Isn't 'Stupid,' The Market Is: Understanding Monetary Policy 101 [View article]
    Interesting article, worth reading. You state: "That is why inflation should be the last of investor's concerns. If there is anything the Fed knows how to do, it is stop inflation, so in my opinion, expecting the very entity that is known for its inflation fighting prowess to be the one that creates inflation is highly unlikely. Fighting inflation is easy, all they do is apply the breaks."

    You seem to imply that the Fed has the ability today to do what Paul Volker did way back when. That is jack rates to the moon and stop inflation, as oversimplifications go. Is that your position?

    And your not concerned about the carry costs on the U.S. debt, if rates really spiked?

    I do agree with you that deflation is a bigger threat then inflation just lately, recessions are deflationary arent they? But I do not think interest rates can ever be allowed to normalize, not with our current debt stack. Which implies I reject your argument that the Fed has almost no control over interest rates. Seriously!? With a trillion in new bonds a year added to their balance sheet you don't think the Fed is exerting some substantial control over interest rates???

    Lucky us, Japan might be first to show us how this all turns out...

    PS: Gold is a hedge, not an investment. I see no irony in buying it and hoping it goes down. No more then I do in buying fire insurance and hoping my house does NOT burn.
    Jun 9 10:08 PM | Likes Like |Link to Comment
  • Is A QE Exit Really Scary? [View article]
    You say, "that the primary goal of QE was not to "print money" or stimulate the economy, but rather to satisfy the world's apparently insatiable appetite for safe-haven, risk-free assets."

    How does the FED buying help with this? Isn't the world competing with the FED for these so called risk-free assets?

    I don't think the FED could stop printing if they wanted to. I believe their goal is to enable poor fiscal policy and I see no improvement on that front. They may pause for a month or three, an effort to scare the stock market into some sense. But stop? No.
    May 14 09:18 AM | 7 Likes Like |Link to Comment
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