Ben Kramer-Miller's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/6546411/comments http://seekingalpha.com/article/1449311/comments?source=feed#comment-19075441 19075441 You're right...the game is rigged, but the rigging can't go on forever. When JCP cannot pay its bills no amount of propaganda or derivative trading will save it. The company's best chance is to raise a large amount of capital by diluting shareholders and to then come up with a long term strategy. After all the brand still has value.]]> Tue, 21 May 2013 12:18:24 -0400 You're right...the game is rigged, but the rigging can't go on forever. When JCP cannot pay its bills no amount of propaganda or derivative trading will save it. The company's best chance is to raise a large amount of capital by diluting shareholders and to then come up with a long term strategy. After all the brand still has value.]]> http://seekingalpha.com/article/1449311/comments?source=feed#comment-19074791 19074791 Tue, 21 May 2013 12:02:41 -0400 http://seekingalpha.com/article/1449311/comments?source=feed#comment-19072551 19072551 Tue, 21 May 2013 11:09:22 -0400 http://seekingalpha.com/article/1449311/comments?source=feed#comment-19072461 19072461 Tue, 21 May 2013 11:07:20 -0400 http://seekingalpha.com/article/1449311/comments?source=feed#comment-19072351 19072351
http://1.usa.gov/12rDXlc

He's made numerous wrong moves. Why did he sell Monsanto 30 points ago? Can you please explain? You can't. He was just wrong. I think he's wrong here, but maybe he's in it for a short term trade in which case he's done right by his clients. It's hard to explain why any of these guys do anything even though we make a big deal when they do. So long as you can explain to yourself why you do what you do who cares.]]> Tue, 21 May 2013 11:04:15 -0400
http://1.usa.gov/12rDXlc

He's made numerous wrong moves. Why did he sell Monsanto 30 points ago? Can you please explain? You can't. He was just wrong. I think he's wrong here, but maybe he's in it for a short term trade in which case he's done right by his clients. It's hard to explain why any of these guys do anything even though we make a big deal when they do. So long as you can explain to yourself why you do what you do who cares.]]> http://seekingalpha.com/article/1398271/comments?source=feed#comment-18421391 18421391 Fri, 03 May 2013 16:51:12 -0400 http://seekingalpha.com/article/1398271/comments?source=feed#comment-18418121 18418121 Fri, 03 May 2013 15:34:18 -0400 http://seekingalpha.com/article/1398271/comments?source=feed#comment-18416361 18416361
Some of these companies incorporate royalties and streams but it is not their sole business model so I excluded them.

Also don't mistake prospect/projet generators with royalty companies: Eurasian and Virginia are PGs. These companies find mines and then find a partner to help in the development process. I happen to like the business model but there is a lot of debate as to whether they are preferable to straight mining companies. ]]> Fri, 03 May 2013 15:09:36 -0400
Some of these companies incorporate royalties and streams but it is not their sole business model so I excluded them.

Also don't mistake prospect/projet generators with royalty companies: Eurasian and Virginia are PGs. These companies find mines and then find a partner to help in the development process. I happen to like the business model but there is a lot of debate as to whether they are preferable to straight mining companies. ]]> http://seekingalpha.com/article/1294651/comments?source=feed#comment-18252411 18252411 Mon, 29 Apr 2013 22:15:11 -0400 http://seekingalpha.com/article/1357531/comments?source=feed#comment-18106041 18106041 Thu, 25 Apr 2013 19:05:58 -0400 http://seekingalpha.com/article/1357531/comments?source=feed#comment-18102481 18102481 Thu, 25 Apr 2013 17:40:26 -0400 http://seekingalpha.com/article/1367241/comments?source=feed#comment-18095961 18095961 Thu, 25 Apr 2013 15:36:52 -0400 http://seekingalpha.com/article/1367241/comments?source=feed#comment-18045831 18045831 Wed, 24 Apr 2013 16:01:15 -0400 http://seekingalpha.com/instablog/6546411-ben-kramer-miller/1782961-11-reasons-to-be-suspicious-of-the-spdr-gold-trust-and-why-i-prefer-the-central-gold-trust?source=feed#comment-18017171 18017171
SA has a right to publish what they want to. They still give me the right to post anything I want on an unpaid blog. I took advantage by getting people to read the article which is more visible and then leading them to my instablog. Its difficult to get unconventional views on finance out there through mediums such as SA which reach so many people.

So far my approach is working. I can't count the number of viewers to my blogs the way I can with my articles, but there have been a decent number of comments here so I know I am reaching somebody.]]> Wed, 24 Apr 2013 01:47:38 -0400
SA has a right to publish what they want to. They still give me the right to post anything I want on an unpaid blog. I took advantage by getting people to read the article which is more visible and then leading them to my instablog. Its difficult to get unconventional views on finance out there through mediums such as SA which reach so many people.

So far my approach is working. I can't count the number of viewers to my blogs the way I can with my articles, but there have been a decent number of comments here so I know I am reaching somebody.]]> http://seekingalpha.com/instablog/6546411-ben-kramer-miller/1782961-11-reasons-to-be-suspicious-of-the-spdr-gold-trust-and-why-i-prefer-the-central-gold-trust?source=feed#comment-18017091 18017091
I think a couple of the more seemingly conspiratorial points that I make are simply common sense. For example, the manager of the GLD doesn't own GLD. Why would you want to invest with somebody who doesn't have his or her money at stake along side you.

You should take a look at my instablog on silver manipulation

http://seekingalpha.co...

SA rejected this as well.

In it I argue that the silver manipulation thesis is circumstantial, but that the circumstantial evidence is too strong to ignore. ]]> Wed, 24 Apr 2013 01:42:31 -0400
I think a couple of the more seemingly conspiratorial points that I make are simply common sense. For example, the manager of the GLD doesn't own GLD. Why would you want to invest with somebody who doesn't have his or her money at stake along side you.

You should take a look at my instablog on silver manipulation

http://seekingalpha.co...

SA rejected this as well.

In it I argue that the silver manipulation thesis is circumstantial, but that the circumstantial evidence is too strong to ignore. ]]> http://seekingalpha.com/article/1354501/comments?source=feed#comment-17965961 17965961 Tue, 23 Apr 2013 02:04:58 -0400 http://seekingalpha.com/article/1359331/comments?source=feed#comment-17962061 17962061 Mon, 22 Apr 2013 22:50:25 -0400 http://seekingalpha.com/article/1359331/comments?source=feed#comment-17957851 17957851 Mon, 22 Apr 2013 20:53:52 -0400 http://seekingalpha.com/article/1359331/comments?source=feed#comment-17946461 17946461
http://seekingalpha.co...

While I disagree with SA's decision I respect its right to publish those articles it chooses to.]]> Mon, 22 Apr 2013 16:01:35 -0400
http://seekingalpha.co...

While I disagree with SA's decision I respect its right to publish those articles it chooses to.]]> http://seekingalpha.com/article/1358201/comments?source=feed#comment-17945811 17945811 Mon, 22 Apr 2013 15:48:26 -0400 http://seekingalpha.com/article/1354501/comments?source=feed#comment-17941021 17941021 Mon, 22 Apr 2013 14:18:53 -0400 http://seekingalpha.com/article/1354501/comments?source=feed#comment-17940691 17940691 Mon, 22 Apr 2013 14:09:16 -0400 http://seekingalpha.com/article/1357531/comments?source=feed#comment-17940581 17940581 Mon, 22 Apr 2013 14:06:55 -0400 http://seekingalpha.com/article/1357531/comments?source=feed#comment-17940491 17940491 Mon, 22 Apr 2013 14:05:20 -0400 http://seekingalpha.com/article/1357531/comments?source=feed#comment-17940421 17940421
As I said the brand will live on, the company's common stock will not.]]> Mon, 22 Apr 2013 14:04:09 -0400
As I said the brand will live on, the company's common stock will not.]]> http://seekingalpha.com/article/1357531/comments?source=feed#comment-17930141 17930141 Mon, 22 Apr 2013 10:07:53 -0400 http://seekingalpha.com/article/1357531/comments?source=feed#comment-17930021 17930021 Mon, 22 Apr 2013 10:06:24 -0400 http://seekingalpha.com/article/1357531/comments?source=feed#comment-17929931 17929931 Mon, 22 Apr 2013 10:04:34 -0400 http://seekingalpha.com/article/1357531/comments?source=feed#comment-17924741 17924741
By the way I should note that an article came out after I finished working on this one that suggests that the company is seeking an additional $500 million in cash

http://bit.ly/11DrMQq

JCP may be closer to death's door than I insinuated.]]> Mon, 22 Apr 2013 07:44:43 -0400
By the way I should note that an article came out after I finished working on this one that suggests that the company is seeking an additional $500 million in cash

http://bit.ly/11DrMQq

JCP may be closer to death's door than I insinuated.]]> http://seekingalpha.com/article/1354501/comments?source=feed#comment-17880221 17880221 I also talk about the project in my Barrick article here:

http://seekingalpha.co...

Also there's a good article on the project here:

http://seekingalpha.co...]]> Sat, 20 Apr 2013 16:43:50 -0400 I also talk about the project in my Barrick article here:

http://seekingalpha.co...

Also there's a good article on the project here:

http://seekingalpha.co...]]>