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pdtor

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  • Finally, A Reason To Buy Gold Miners [View article]
    AQ, I thought it was me, as I finally lightened my position in the miners. The whole world knows, my indicator, just do the opposite of what I do. Of course I have thrown in the towel on gold stocks, good luck all longs, I sacrificed myself for the greater good.
    Thanks Stanley
    By the way vey nice article, great information
    Jun 29, 2013. 09:18 AM | 10 Likes Like |Link to Comment
  • Understanding The Schizophrenic Fed's Risk-On / Risk-Off Messages  [View instapost]
    JS one of your best macro analysis. Could you speak to how this process works on the manipulation in commodities through the COMEX. You forgot the oil bubble 140-40. I personally feel that there is gross manipulation by financial means , no longer the laws of supply and demand. Could you also speak to the inflation/deflation debate. I feel we are in stagflation, where a good portion of the prices are going up, just not the same of the 70's, where it was wages, housing, and gold.

    Looking forward to your comments, always a good read

    Keep up the good work
    Jun 28, 2013. 08:17 AM | Likes Like |Link to Comment
  • Understand Your Trading Personality And Win [View article]
    Dave thank you for excellent information. At times like this, we need to take control of our financial portfolio, and this article is a helpful guide. Have been doing this for years, a never ending process

    Cheers
    Jun 7, 2013. 10:04 AM | Likes Like |Link to Comment
  • The S&P 500 And Dow May Be About To Fall Hard: Some Particularly Ominous Signals [View article]
    Dave, all good points, I like your strategy of shorting 3x ETF options. Except I would go out to Sept, or OCT and buy an out of the money call. You know the history of fall weakness in the market. Nobody pays attention until returning from summer holidays

    Cheers, nice article
    Jun 4, 2013. 02:30 PM | Likes Like |Link to Comment
  • This Bubble Will End Badly [View article]
    Thomas, good analysis. But today's market bad news is good news. The worse the news, the more the speculators know BB cannot extract financial heroin, and may indeed print more. Thus bad news is good news, until it is not, who knows when that will happen
    Jun 4, 2013. 10:58 AM | Likes Like |Link to Comment
  • Stocks Rock - Volatility Is The Price You Pay For Attaining Wealth [View article]
    Excellent article. For those who invest in dividends that pay 2%. it is only good after you have a couple of million $$ You need growth, and risk, as you explain. However you need to do it yourself, and not have an investment adviser. I learned this the hard way.
    Jun 3, 2013. 02:39 PM | 2 Likes Like |Link to Comment
  • Big U.S. Banks: I Say, Let 'Em Crash [View article]
    IT, you are right, that is how capitalism is supposed to work, when run by capitalists, not socialists,bad decisions need to have consequences for the malinvestments, now if they could also stop HFT as well, we might even have a chance.
    May 28, 2013. 12:29 PM | 1 Like Like |Link to Comment
  • A Bear's Best Effort At Making A Case For The Bulls [View article]
    JS thanks for the work, extremly well done.As you attest we are not in normal times. What if the FED decides to go all in, may go much higher, just look at Japan. I know the market is very high and unstable, and will come down, but when and how are to be determined in the future. We are in uncharted territory. What, with high speed trading a 1987 scenario may be in the works, where buys completely freeze. Or will the FED step up to the plate and by stocks, or derivatives through their agents,and bailout banks and too big to fail organizations.
    May 27, 2013. 12:01 PM | 1 Like Like |Link to Comment
  • 6 Major Signs Of Froth Could Force The End Of QE And A Correction [View article]
    Hawk, good article. Even the SP500 is set to go parabolic. who know how high it will go before collapsing? The main stream media who are all over the gold bubble , seem to completely miss this one. It's all about speculation,not investing, and the end can be like the 1987 scenario, what with high speed trading .
    May 22, 2013. 09:44 AM | 1 Like Like |Link to Comment
  • The Bernanke Agenda - It Isn't What You Think It Is [View instapost]
    Eagle, nice reply.........not a bad story
    May 15, 2013. 08:56 AM | Likes Like |Link to Comment
  • The Bernanke Agenda - It Isn't What You Think It Is [View instapost]
    JS, one of the best articles on SA. This article should engage all investors as it speaks to the inflation/deflation debate. You invest very differently if you expect inflation from investments in deflation. So outcome on how this is resolved is very important. Although there has been much criticism of Bernanke, I have not seen anybody come out with better ways to deal with the dilemma he has to deal with. Except for the economist John Taylor.
    Many of his actions seem incomprehensible to me as they as the outcomes of his policies seem longterm detrimental to the economy, as he does not seem to see the obvious. Such as misallocation of investments, due to low interest rates, and bubbles in the bond and commodities markets. Driving investors to increase risk, which cannot end well. So, if his policies are detrimental to the economy, what is his end game? This article lays out an interesting scenario, however I hope he knows about the economic law of unintended consequences. The end game as I saw it, is we are in a deleveraging deflationary cycle, leading to depression, or worse civil unrest. To deal with this deflation the central banks and their masters, and governments will need to inflate, and not be able to stop until it is too late, leading eventually to hyperinflation. I still think the end game is in doubt. However you article got me to thinking, maybe we can get out of this with just a market crash, like 2000. I hope he can pull it off. He would be seen as a savior. There are no good solutions, just bad and worse. Remember geopolitical event may intervene, to push best layed plans of mice and men.

    If he does solve the economic problems of US, send him to the EZ, who I think have even more intractable problems.

    An article that makes you think, and adds a new perspective EXCELLENT
    May 14, 2013. 03:04 PM | Likes Like |Link to Comment
  • Barrick-China Deal Big Win For Gold: USD Rise Veils Precious Metals Sector Strength [View article]
    Emmet, I love it, ABX will recover from perfect storm. I am riding out my long OTM call. How much worse can news get for ABX? Any news is good news.
    May 13, 2013. 04:36 PM | Likes Like |Link to Comment
  • 4 Scary Charts Warning Of The Next Financial Crisis [View article]
    T, the short to medium term trade is long the Japan market, and short the currency. But this is not investing, but speculating.
    May 13, 2013. 02:11 PM | 1 Like Like |Link to Comment
  • Economic Comparisons [View article]
    IT, good points about transparency , reality is not important, but your perception of reality is what is driving people's actions. Of course it all works out until you find out that you cannot really run through a brick wall. I love your points of education about comparison that does not work, unless you have a deep understanding of the situation.

    Today's investors are like the cartoon character who runs off a cliff, and does not fall until he looks down, and of course a 500 foot fall and no damage. this seems to be an appropriate analogy, as most people who are not financially educated have no clue as what is about to happen. Even some smart people who are doing so well, that they do not want to really look down
    May 8, 2013. 10:26 AM | Likes Like |Link to Comment
  • New S&P 500 Price Target: 2001 [View article]
    Eric, I was going to comment on several points, but what the heck, your best article. Especially the 2001 analogies. I think HST will be the undoing of the markets , as to lack of regulation in 2008 was to the banking industry. It is the lack of in enforcement of regulations that exist that is the problem. We do not need new regulations, but enforcement of existing rules. Of course after the fact there will be finger pointing. So I will do my finger pointing now, the problem is lack of enforcement by our regulators and politicians. The blame is with congress and the president.

    We are indeed going into uncharted waters without a paddle, or live saving vest.
    May 8, 2013. 10:10 AM | 1 Like Like |Link to Comment
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