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  • All Assets Will Continue To Swing To Irrational Extremes  [View article]
    I need to qualify my rash statement concerning Mr Kaplan's money management skills being "all about having subscribers keeping him solvent while he rides out the storm."
    That may not be the case and I therefore retract that statement as it may not be true.

    I have considered the possibility that there may not be much of a subscriber base left on which to draw a meaningful income and therefore Mr Kaplan may be relying on his skills at managing his personal wealth in order to remain solvent while the commodities churn towards a final bottom (perhaps years away).
    Jan 30, 2016. 12:08 PM | 2 Likes Like |Link to Comment
  • U.S. Mint Bullion-Coin Sales Reveal Strong American Investment Demand For Physical Gold And Silver  [View article]
    Articles about 'exploding' American demand for gold and silvers has been beat to death by Mr Hamilton and many many other authors. In fact, American coin sales are a relatively small part in the big picture of world demand and therefore cannot be realistically extrapolated to provide a clue as to what prices may be in the future.

    Don't get me wrong, I would love the PMs to go up as much as anyone. However, Mr Hamilton is a die hard gold/silver perma-bull who has been writing the same bullish theme on gold and silver for years. He has been undeterred by a crushing bear market and viscous sell offs. Although he certainly does write interesting articles, it might be wise to view them with a degree of skepticism.
    Jan 30, 2016. 11:51 AM | 2 Likes Like |Link to Comment
  • All Assets Will Continue To Swing To Irrational Extremes  [View article]
    Kaplan has no choice but to continue the course and hang on to his collection of money losing ETFs. He believes that commodities will have their day, as they always have at the tail end of an economic expansion. He is obviously not considering the possibility that commodities could remain depressed for years as China's economy continues to falter.

    Kaplan's money management skills are really all about having subscribers keeping him solvent while he rides out the storm.
    Jan 29, 2016. 06:56 PM | 3 Likes Like |Link to Comment
  • Fair Value, Like A Reliable But Tardy Guest, Is Always Late And Always Arrives  [View article]
    Steve's portfolio scored some fresh all time closing lows today with GDX, RSXJ and EPHE added to the list. In the past two trading sessions, almost the entire Hapless Kaplan portfolio has made new all time lows. I mean, this guy has been talking about 'higher lows' on his collection of junk for years now and it just keeps getting worse!

    I have recently been acquiring larger stakes in FCG, XME and KOL. However, I am beginning to wonder about the wisdom of buying anything Kaplan has an interest in. Without a doubt, there has to be a bottom for commodity producers at some point but it's hard to ignore the fact that almost everything this True Contrarian huckster touches turns to shit in a big way.
    Jan 19, 2016. 04:52 PM | 3 Likes Like |Link to Comment
  • Fair Value, Like A Reliable But Tardy Guest, Is Always Late And Always Arrives  [View article]
    7411931: You missed SOIL, NGE, and EPU, also all at record closing lows. A few more are very close to all time lows. However, there is one winner in the hapless Kaplan portfolio, that being HDGE. It's poorly managed and I doubt that he is even at his break even point on that one. It is unbelievable that anyone could be so wrong for so long (almost four years now).
    Jan 16, 2016. 12:56 AM | 6 Likes Like |Link to Comment
  • Fair Value, Like A Reliable But Tardy Guest, Is Always Late And Always Arrives  [View article]
    Gentlemen, at some point, the Hapless Kaplan portfolio is going to turn around and he will undoubtedly claim credit for his 'brilliant' foresight. The fact that it will probably take years for the portfolio to recover will not be a topic he will want to discuss.

    That said, I am currently acquiring ever larger stakes in KOL, XME and FCG. I think it is getting close to a bottom for the commodities. Although not related to commodities, I am particularly interested in XIV at this time. It is the inverse to the VXX ETF. I am aggressively accumulating this ETF below $19. This inverse volatility index benefits from extreme roll decay, the opposite of VXX, which suffers badly from contango decay. Of course, a dramatic volatility spike could further drive down XIV but extreme volatility is always short lived. XIV will recover much quicker than the stock market.

    Good luck to all. especially to you Steve becuase you really need some to clean up that collage of extreme losers that you have acquired over the last four years.
    Jan 15, 2016. 12:03 PM | 4 Likes Like |Link to Comment
  • GLD: There Is Now A Catalyst  [View article]
    Blacke: Your conjecture is thought provoking. The Chinese Spot market could very well provide the catalyst needed for gold to resume it's long term bull market.
    Jan 15, 2016. 01:22 AM | Likes Like |Link to Comment
  • Natural Gas New Highs  [View article]
    NG is a buy anytime it drops below $2. No 'luck' is needed to figure that one out. UGAZ is great if the price goes up rapidly but murder if it goes down or sideways. No one should play UGAZ or DGAZ and expect to make money consistently. Both are designed to be repeatedly reverse split as they deteriorate.
    Jan 13, 2016. 12:45 AM | Likes Like |Link to Comment
  • Peter Schiff's 2016 Outlook For Gold Fundamentals (Video)  [View article]
    Every time gold looks like it may get into a sustainable rally, Peter opens his mouth and ruins it.
    Jan 7, 2016. 10:59 PM | 2 Likes Like |Link to Comment
  • Financial Fridays: The Stock Market Is Lying  [View article]
    Given the author's optimistic outlook on mankind's progress, I do have one question for him. Why do we experience bear markets? If I recall, the last two were particularly nasty.
    Jan 7, 2016. 10:49 PM | 3 Likes Like |Link to Comment
  • The Next Big Short: The Third Crest Of A Rolling Tsunami  [View article]
    The question in my mind is when we do get a correction of 20%, will the FED once again throw trillions at what they perceive to a problem?
    Jan 5, 2016. 01:26 PM | 1 Like Like |Link to Comment
  • The Next Big Short: The Third Crest Of A Rolling Tsunami  [View article]
    Mr Hussman is very old school with his thinking and it hasn't paid off because the new reality is that the FED has been pumping the markets since 2009 and you can't fight the FED. Anyone who thinks that the FED has not been manipulating the markets needs to hear it for themselves from a former FED member who is now spilling the beans in a big way.

    Pay particular attention to what Mr Fisher has to say at the 6 minute mark. This link is to the ORIGINAL interview which has been edited in a later version. http://bit.ly/1S2eP1z
    Jan 5, 2016. 01:21 PM | 3 Likes Like |Link to Comment
  • Commodities Fourth-Quarter Overview And The Outlook For 2016  [View article]
    Andrew. we think alike. Your guesses are as good as mine.
    Jan 4, 2016. 12:06 PM | 1 Like Like |Link to Comment
  • Vast Mean-Reversion Buying To Fuel A Mighty Gold Upleg In 2016  [View article]
    This article is an excellent recap of gold's dismal performance and he even 'nails' all the various reasons for the rather steep decline. Mr Hamilton deserves credit for being consistent with his message for the past five years. Not once did he advise anyone to sell their gold and silver.
    Jan 2, 2016. 10:56 AM | 2 Likes Like |Link to Comment
  • Are We Due For A Stock Market Crash?  [View article]
    The author is just one more addition to the very long list of those who have pointed out that the stock market is over stretched (myself included). It's hard to shake the old school thinking that fundamentals will eventually prevail but that that stance has been unrewarding over the past few years.

    Far too many authors and investors (gamblers?) are bearish and unfortunately, that situation is not very conducive for expectations of a crash happening anytime soon. Like many others, I am primarily short but I confess that I greatly fear the possibility of a big sling shot move to the upside as that is what it would take to convince the bears to abandon what ever short positions they hold. Only then would the market have a reason to crash. Just my opinion but I sure do wish I could see into the future.
    Dec 31, 2015. 01:19 PM | 10 Likes Like |Link to Comment