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  • Peak Oil And The Cycle [View article]
    Peak oil is great if everything else stays exactly the same. Guess what, that never happens. By 2020 solar will be as cheap as utilities, Tesla giga will be in operation, and Lockheed Martin says they will have a fusion reactor going. So peak oil while possibly mathematically correct is irrelevant.
    Dec 10, 2014. 01:41 PM | 2 Likes Like |Link to Comment
  • Fill 'Er Up (At Less Than 2 Bucks A Gallon) [View article]
    Lazy value vs diligent value. I will never forget Sir John Templeton buying Ford as a tremendous value in the $40's. It fell to $14 and 5/8' before turning around. But isn't Grantham the one who said this time is different, commodities will go to the moon.
    Dec 10, 2014. 09:26 AM | Likes Like |Link to Comment
  • Fill 'Er Up (At Less Than 2 Bucks A Gallon) [View article]
    Sounds like you are hoping. The last bear market in oil lasted 20 years - 1980 to 2000. there were bear market rallies along the way. 2010 to 2030.
    Dec 10, 2014. 09:21 AM | Likes Like |Link to Comment
  • The 21st Century Will Belong To America - And Commodities And Emerging Markets Look Awful [View article]
    Genius. Seeing things as they actually are. I think you see it correctly. The goldbug types see the 'immorality' of printing money and condemn the whole society. Most people judge the action of others against their own principles; whereas they judge themselves vs their principles not actions. ie the Muslims extremists see us as extremely immoral, uncovered women. alcohol drinking non Muslims interfering with their lives. Of course we see them as tyrannical anti women pro dark ages crazies.
    Dec 10, 2014. 08:38 AM | Likes Like |Link to Comment
  • The 21st Century Will Belong To America - And Commodities And Emerging Markets Look Awful [View article]
    Tell that to Putin.
    Dec 10, 2014. 08:26 AM | Likes Like |Link to Comment
  • The Tesla Gigathreat [View article]
    At the pace of innovation today, if everyone thought like the author, nothing more would ever happen. Interestingly, batteries are one area where miracle breakthroughs haven't occurred. don't make that tube factory, transistors are coming in a few years.
    Dec 10, 2014. 08:08 AM | Likes Like |Link to Comment
  • Fake Growth, Fake Money, Fake Jobs, Fake Financial Stability, Fake Inflation Numbers? [View article]
    How about supply and demand? When adjusted for inflation over the very long term gold would around $500 or $600. So it is very overvalued. Secondly, the mining industry made huge CAPEX expenditures to increase production. That supply will keep coming until a whole lot of those mines close down.
    Nov 7, 2014. 01:01 PM | Likes Like |Link to Comment
  • Is Ben Bernanke Really 'Betting On Higher Interest Rates'? [View article]
    Bernanke's forecasting is abysmal. "Subprime is contained and housing prices will not fall" So why would you follow him?
    Oct 8, 2014. 01:53 PM | Likes Like |Link to Comment
  • Chart Of The Day: The End Of QE? Not According To Break-Evens [View article]
    Says who? This incredibly bloated financial system has to be rung out. Financials still take 20% of profits that are way too high as well.
    Oct 8, 2014. 01:41 PM | Likes Like |Link to Comment
  • AK Steel Shares Remain Risky Despite Analyst Upgrade And Acquisition [View article]
    Way back in 1974, the whole market was priced at 6X earnings, at book value, and a 6% dividend yield. I bought a wonderful company with 10% yield, at book, pe of 6 and no debt. An old experienced broker bought sanders associates that was losing money and had huge debt. We both did well but his was spectacular, ie it was very undervalued in an extremely undervalued market. AKS is undervalued due to it poor balance sheet.
    Oct 1, 2014. 11:15 AM | 1 Like Like |Link to Comment
  • The Fed: There Is No Bubble, There Is No Timeline, There Is No Exit Strategy [View article]
    No bubble, no timeline, no strategy, no worry, mon. Interestingly, the FED seems scared to worry the market in any way.
    Sep 19, 2014. 09:51 AM | Likes Like |Link to Comment
  • Investors Will Ultimately Understand How Ridiculous Ford Motor's Valuation Is [View article]
    In the 1970's John Templeton, the great value investor, bought Ford around $43 because it was such a value. It went to $12 and 5/8 before it turned around. He made money on it but it was a long long time. Buying now while it is up could result in an even longer wait.
    Sep 17, 2014. 02:09 PM | 1 Like Like |Link to Comment
  • The┬áStock Market: A Look At The Last 200 Years [View article]
    Great article. I count about 23 times that the market fell by large enough amounts to make one wish market timing were possible. John Templeton made a career out of missing the 1973-4 bear market. He was in the extremely undervalued Japanese mkt. So when the bull mkt started in 1975, he started with 2X dollars to everybody elses X which gave him tremendous long term outperformance results. Eventually, a huge number of mutual funds surpassed him even with that head start. One mkt timing technique that has worked well is sell whenever one gets an inverted yield curve and buy during the next recession when the FED is actively lowering interest rates.
    Sep 17, 2014. 02:03 PM | Likes Like |Link to Comment
  • Gold At Lowest Sentiment Levels Since June 2013 Bottom [View article]
    Oversold, extreme negative sentiment, etc happens all during bear mkts. It usually sees even lower prices sooner and a short covering rally later. It is not bullish however. The two biggest drops in silver occured as the PM touters were yelling to buy for those very reasons. At the bottom, sentiment is usually negative but not as much as during the bear mkt as most have given up. Plus the oversold indicators are low but not as extreme as most have already panicked out earlier, looking to buy more at lower prices, later
    Sep 17, 2014. 01:53 PM | Likes Like |Link to Comment
  • The Worst Call Of The Last 5 Years [View article]
    Yes, the hyperinflationists have been wrong, wrong, wrong and refuse to even admit it, so how could they change? Congratulations, on your well deserved victory lapl
    Sep 17, 2014. 01:32 PM | Likes Like |Link to Comment