whidbey

Exploring Gold Miner Stocks: Mid-Year 2009 Analysis

What can you say when you hold nothing? I feel like I am discussing child rearing with a priest.

Are you saying there is nothing to the inflation play, the miners are worn out, and that the CB can hold PMs down indefinitely? Or, are you just spinning?

We need fear and a lack of faith in the dollar to make this market move.It looks like it is not going to happen even in the seasonal period. Pray for Obama to spend again and I think he might.

Is the U.S. Dollar Headed for a Mighty Crash? Part II

China is a key to the future of the dollar. There is an excellent chance Wen will decide that the investment in US Bonds is nothing compared to the gains from trade open in the future.

The strategy will be to let the air out of US currency / bonds slowly while concurrently taking the trade prizes for the next decades. He has no concern about Union members or consumers. China will grind its population down to take market share while the US is fatally wounded. Good strategy - if you are living in China.

Is the U.S. Dollar Headed for a Mighty Crash? Part I

What has not been said is that this is not a blunder, but a calculated conversion

Convert the US from a prominent industrial economy into a team player with all of the loose cannons on the world stage. We are now in the latter stages of a dive to parity with such civilizations as the UK, France, Venezuela , Argentina and the UN OECD WTO socialist rules of equality. WOW is right Obama took us, but good.

Countdown of Manipulated Gold Price Running Out

I appreciate your spirit and the elastic string theory. Most interesting is your perception of the inflationary push to come; it is appealing but to run we need time, lots of time. How much? You must be right, but the heft of the market is not good, and as the posts above show, there is no bullish attitude among those who talk about gold. We are a doubting herd. thank you.

Who's Benefiting from Soaring Gold Prices, and Why?

Juniors are "juniors" not just for their size and want of a record of performance, but also for their lack of attractiveness as investments. No investment is less transparent or more exploited than gold mining. I think that there is a 70/30 down side risk on every junior. Factor that into your investing before taking a position. ABX starts to look attractive.

The New Pillars of Inflation

Good summary and your conclusions are well founded. What you do not say is that this new economy will crowd out much labor and substitute technology. The shift to this new economy will present great investment opportunities. I am also sure that education must become more efficient and focused. My doctorate took far too long for what it was worth, that must end. Good work.

Ian McAvity on the Economy and Gold

It seems hopeless in many respects, particularly if the institutions remain the same. My only question is, how will things change after the cleansing by fire?

Are we really talking about getting rid of the Fed and moving to a hard currency and a flat tax regime? The ratio of PM to the unit would be variable, but it would tend to a global currency convention that might be more stable for trade. I am talking about a revolution in monetary and fiscal policy. That might make the pain more bearable.