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filipo

filipo
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  • Why I Strongly Disagree With Goldman's Bearish Gold Call - Buy The GLD [View article]
    Hi, Debutant,
    we must have met somewhere :)
    Mar 28 06:18 PM | Likes Like |Link to Comment
  • Gold: The Declines Won't Stop Here [View article]
    Sorry, should've been Avi Gilburt, not Burton, as in Richard Burton.
    Mar 28 06:10 PM | Likes Like |Link to Comment
  • Chinese February Gold Imports Show Strong Chinese Demand: What Chinese Credit Crunch? [View article]
    Tao,
    "Hi filipo, long time no see."

    The fate of virtual friendship...
    You don't fear a short squeeze of the physical stuff making it impossible to jewellers -and industry- to fabric their ware ?
    Hoarding of the physical gets very popular these days, you know:
    http://on.ft.com/1dBxRcy

    And scrap metal hardly comes in these days since people don't want to sell at these depressed price levels.
    Mar 28 06:06 PM | Likes Like |Link to Comment
  • Gold: The Declines Won't Stop Here [View article]
    krug,
    I'm confused.
    You call Price Action and not Sentiment the driving force of the gold price.
    And yet, your god, Avi Burton considers Sentiment -and his ability to analyse sentiment- as the gold price driving force.
    Can you enlighten me on this divergence ?

    What exactly is it that you call Price Action ?
    Can you define it ?
    Can you teach me how to recognize Price Action ?
    If gapping down below the shoulder line does not look good, what would look good then ? Head & shouders ?
    Mar 28 05:53 PM | 1 Like Like |Link to Comment
  • The Only 20 Companies That Matter [View article]
    Sandiego,
    Always be critical...
    Mar 28 04:24 AM | Likes Like |Link to Comment
  • The Only 20 Companies That Matter [View article]
    Edaugh,

    GDP = C + I + G + X - M

    and NOT

    GDP = C + I + G (X-M)

    http://bit.ly/1hh2sLH

    There's no reason to multiply Government spending by the balance of exports and imports.
    Mar 28 04:23 AM | 2 Likes Like |Link to Comment
  • The Only 20 Companies That Matter [View article]
    Edaugh,
    Spot on.
    Mar 28 04:16 AM | 1 Like Like |Link to Comment
  • The Only 20 Companies That Matter [View article]
    The,
    Don't worry, be happy.......
    Mar 28 04:13 AM | 1 Like Like |Link to Comment
  • Gold: The Declines Won't Stop Here [View article]
    krug,
    "Now waiting to see if right should forms for a chance to get long or if more short selling is in order."

    That's where sentiment distilling comes in handy.
    Mar 28 04:12 AM | Likes Like |Link to Comment
  • Gold: The Declines Won't Stop Here [View article]
    Jin,
    Did you address your TV set salesman already ?
    Mar 28 04:09 AM | Likes Like |Link to Comment
  • Chinese February Gold Imports Show Strong Chinese Demand: What Chinese Credit Crunch? [View article]
    Tao,
    Global Jewelry demand is still a larger part of the gold market than the investment part.
    The more paper gold overwhelms the physical market, the closer we get to the point where those who hold the physical stuff won't be found willing to sell to that part of the market which can't deal with paper gold, namely jewelers and industry.
    Try to make a golden necklace with a digital -even worse than paper- future contract on gold.
    Unless you're a medieval alchemist, you won't succede.
    Mar 28 03:59 AM | 2 Likes Like |Link to Comment
  • Why I Strongly Disagree With Goldman's Bearish Gold Call - Buy The GLD [View article]
    Avi,
    Know your history:
    http://bit.ly/1h1UT74
    During the Cuba-crisis there was a scramble for gold. The London Gold Pool had to intervene to "calm" the markets, selling large amounts of gold.
    Mar 28 03:07 AM | 3 Likes Like |Link to Comment
  • Why I Strongly Disagree With Goldman's Bearish Gold Call - Buy The GLD [View article]
    You are right Ruben in your interpretation of the historical facts.
    It was only after the markets discovered that QE did not cause the huge avalanche of inflation they had expected, that the gold price started to plunge.
    Another reason was that the armageddon premium had been lifted, meaning the systemic collapse which we all had expected to happen, did not concretize.
    That sent gold prices lower, which is only normal, in retrospect.

    But the first year QE was applied, analysts saw monetization of the debt and hence huge inflation coming and sent gold higher.
    Mar 28 02:55 AM | 3 Likes Like |Link to Comment
  • Why I Strongly Disagree With Goldman's Bearish Gold Call - Buy The GLD [View article]
    eagle,
    "the real problem was collapsing demand from India"

    It seems smuggling has been so large that there cannot be spoken of an Indian collapsing demand.
    Besides, China certainly took over official imports from India.
    At the end, large institutional investors appear to have done the wrong thing, based on wrong data. Eventually they'll have to pay for that.
    Mar 28 02:49 AM | 2 Likes Like |Link to Comment
  • Why I Strongly Disagree With Goldman's Bearish Gold Call - Buy The GLD [View article]
    eagle,
    "with the other being that China may reduce it's buying binge during 2014"

    Not probable:
    http://bit.ly/1h1Rwx0
    Mar 28 02:40 AM | Likes Like |Link to Comment
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