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Value Added

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  • Swiss Gold Initiative: Good Idea With Unintended Consequences [View article]
    Simple solution, really. Require the SNB to only loan money within Switzerland, re payable in francs. Why should Swiss deposits be used as capital to build non-Swiss businesses?
    The issue at the center is that the bankers look out for themselves, not the interests of their own nations.
    Nov 21, 2014. 04:23 PM | 1 Like Like |Link to Comment
  • Here's Why Gold Prices Have Been Declining [View article]
    Send me your gold coins and I will send you a couple bottles of Scotch.
    Nov 6, 2014. 07:44 PM | 15 Likes Like |Link to Comment
  • Stocks gain as investors shrug off weak data on GDP, durable goods orders [View news story]
    Investors did not "overlook". Rather, central banks backstopped the market again.
    Jun 25, 2014. 07:20 PM | 3 Likes Like |Link to Comment
  • How Much Does Seeking Alpha Pay Its Contributors? [View article]
    Love the site, appreciate this article.

    To me, the quality of contributors is self-vetting: I would assume that the better contributors obtain larger followings.

    To put it another way, I don't understand readers complaining about this or that contributor. If you don't like what they say, don't read them.
    Apr 10, 2014. 11:27 AM | 3 Likes Like |Link to Comment
  • On the hour [View news story]
    Wait a couple of hours. The steam is out of this bull market.
    Mar 17, 2014. 10:58 AM | 2 Likes Like |Link to Comment
  • Gold ETP exodus fastest on record [View news story]
    Gold is already at or below cost of production for many miners, so I wouldn't wait too long to get started. It could dance around these levels for a little longer, but it cannot be held down at the current price level for long.
    Dec 16, 2013. 02:16 PM | 3 Likes Like |Link to Comment
  • End Game And Silver's Heart Of Gold [View article]
    Agbug, only people reading PM articles have any of it. People who don't read PM articles, I suspect, have none. Only on the web do I meet more than a few people who have any PM investments to speak of. In person, I know of only four other people with PM investments. I no longer talk to people about the importance of PM investing as an important aspect of portfolio management, because the reaction has always been one of two things: a) a "deer in the headlights" / have no idea what I am talking about response, or b) a look of condescension based on the view that the dollar will always be the bedrock of the global economy.
    Nov 8, 2013. 02:26 PM | 4 Likes Like |Link to Comment
  • End Game And Silver's Heart Of Gold [View article]
    @ elliot - you can purchase 1/10 oz gold coins, for a higher premium per ounce, or you can purchase silver 1 oz coins and "rounds".
    Nov 7, 2013. 11:47 AM | 2 Likes Like |Link to Comment
  • Should Investors Ignore The Coming 'Debt Crisis?' [View article]
    Demographics are kicking in already. The boomers are retiring already. And that cost of the ACA, we really know what that is going to be don't we, just like we knew the cost of the Big Dig project in Boston, or the cost of Medicare, Medicaid, EBT cards, etc? Just where do you expect to get those huge tax increases from - thin air? It will come from the middle class predominately and will crater their lifestyles and spending habits, which will further crush the economy and in turn reduce overall tax receipts. Called unintended consequences, but these are not unpredictable.
    Oct 7, 2013. 01:16 PM | Likes Like |Link to Comment
  • Gold Upside Limited, Buy Whole Foods, Weekly Market Outlook [View article]
    That's a non-sequitur.
    Oct 1, 2013. 05:51 PM | Likes Like |Link to Comment
  • The Zombie Apocalypse Has Arrived [View article]
    Felix, this was an interesting read.

    The debt-ceiling catastrophe, I believe, will arrive with or without the Tea Party. There are limits on all indebtedness and there is plenty of history to demonstrate that this applies to sovereigns as well as individuals.

    But for a spell-binding thriller, Washington has it all over Hollywood's zombies. And nicer suits too.
    Oct 1, 2013. 05:49 PM | 1 Like Like |Link to Comment
  • Why Buying Gold Is Un-American [View article]
    Agreed. However the US would no longer be able to export inflation.
    Oct 1, 2013. 12:50 PM | 3 Likes Like |Link to Comment
  • Gold Upside Limited, Buy Whole Foods, Weekly Market Outlook [View article]
    "...taper is inevitable."

    I disagree. How can the Fed possibly exit QE without cratering the already gasping-for-air economy? They have painted themselves into a corner.

    QE to infinity and beyond, where no man has gone before...
    Sep 30, 2013. 01:29 PM | 3 Likes Like |Link to Comment
  • Should Investors Ignore The Coming 'Debt Crisis?' [View article]
    "CBO projects that federal debt to GDP will peak in a year or so, and then begin a steady decline for the rest of the decade: no fiscal crisis."

    What? With the demographics curves we're facing and ACA for the next decade? CBO must be having some of the same parties that the IRS has had lately.
    Sep 30, 2013. 12:50 PM | Likes Like |Link to Comment
  • Is the Stock Market Cheap? [View article]
    "Of course, a happier alternative would be for corporate earnings to continue their strong and prolonged surge."

    Agreed, but not possible. A few quick reasons why:
    1. QE is adding 6% directly to GDP, and that is unsustainable. We are stealing from tomorrow to make today look pretty.
    2. Profitability gains from moving production to low-cost countries is plateauing. Unless we discover life on Mars willing to work for pennies.
    3. Persistent low employment levels (as contrasted with reported unemployment figures).
    4. Raw material and energy inflation.
    5. Consumer debt levels.
    6. Disappearing middle class.
    Sep 4, 2013. 09:37 AM | Likes Like |Link to Comment
COMMENTS STATS
461 Comments
1,307 Likes