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  • Has Silver Wheaton Underperformed Bullion Producers?  [View article]
    The rally did hold, I have heard from an analyst in CNBC today that most stocks in the commodity sector are behaving like this oil, gas, precious metals he attributed this rallies from money rotating sectors from fully priced to undervalued and they also mentioned that the job report push farther interest rates expectations giving short sellers a reason to take some risk off the table, nevertheless, we are back at square one no one has a clear reason for this behavior .
    Nov 8, 2014. 01:22 AM | Likes Like |Link to Comment
  • Has Silver Wheaton Underperformed Bullion Producers?  [View article]
    Lior Corhen, Im totally intrigued by SLW in the last few days the price of silver has being tanking and the USD getting stronger yet SLW somehow manage to pull 5%+ rallies on this scenario, I don't know what is causing this perhaps the QE money from Japan and the ECB are putting funds into beaten sectors? please share your views.
    Nov 6, 2014. 05:20 PM | Likes Like |Link to Comment
  • Chesapeake Energy: Barron's Thinks Earnings Can Double Over Next Few Years  [View article]
    What worries me is the strong usd,
    Sep 26, 2014. 12:06 PM | Likes Like |Link to Comment
  • BlackBerry: Two Metrics That Will Kill Shorts On Friday  [View article]
    Good luck tomorrow BBRY, by the way what is the market expecting in terms of EPS very important metric missing?
    Sep 26, 2014. 01:20 AM | Likes Like |Link to Comment
  • Russian Stocks: Enough Blood In The Streets?  [View article]
    and the RSX looks interesting again
    Jul 29, 2014. 11:34 PM | Likes Like |Link to Comment
  • Russian Stocks: Enough Blood In The Streets?  [View article]
    To be honest with You i Was waiting for TVE sanctions just placed in order to buy the RSX, however, the drop was contained so the market view on this sanctions is one of business as usual, so perhaps $25 is as los as it can goes.

    As for the impact of further sanctions These sanctions, if imposed, could impair the Fund’s ability to meet its investment objective. For example, the Fund may be prohibited from investing in securities issued by companies subject to such sanctions. In addition, the sanctions may require the Fund to freeze its existing investments in Russian companies, prohibiting the Fund from buying, selling or otherwise transacting in these investments.
    For these or other reasons, in the event that an emergency exists in which it is not reasonably practicable for the Fund to dispose of its securities or to determine its net asset value, the Fund could seek to suspend redemptions of Creation Units. The Fund could also, among other things, limit or suspend creations of Creation Units. During the period that creations or redemptions are affected, the Fund’s shares could trade at a significant premium or discount to their net asset value. In the case of a period during which creations are suspended, the Fund could experience substantial redemptions, which may cause the Fund to experience increased transaction costs and make greater taxable distributions to shareholders of the Fund. The Fund may also change its investment objective by, for example, seeking to track an alternative index. Alternatively, the Fund could liquidate, through a liquidating trust or otherwise, all or a portion of its assets, which may be at unfavorable prices.
    Jul 17, 2014. 11:28 AM | Likes Like |Link to Comment
  • Russian Stocks: Enough Blood In The Streets?  [View article]
    count one more investor in the bull camp, this market can remain irrational longer than I can remain on the sidelines or bears can remain solvent.
    Jun 19, 2014. 09:03 AM | Likes Like |Link to Comment
  • Russian Stocks: Enough Blood In The Streets?  [View article]
    to go down to $21 we need to see new sanctions placed on Russia, is not off the cards but I think the next correction will take us back to the 50 day moving average, I think the whole issue with the gas been turned off and Russia recently giving tanks and air defense to the rebels has the potential to push the RSX back to the 50 day moving average. if we ever see Ukraine retaliating by cutting off water and electricity to Crimea the RSX can go back to $23.
    Jun 17, 2014. 10:00 AM | Likes Like |Link to Comment
  • Russian Stocks: Enough Blood In The Streets?  [View article]
    Please don't get me wrong I bought the RUSL at the beginning of May and it was my best trade of the year, I just think that buying the RSX, RUSL is a question of getting on this fast moving bus at the right time, the trade is a bit crowded and the RSX has had a tremendous rally, for the rally to continue we need to see real stabilization and peace in Ukraine and so far we are far from it. of course if you buy right now and if you have a long term horizon the trade will pay off in the future but the Volatility is going to be horrendous and my idea of successful trading is to minimize stress as much as I can in my trades I like to sleep well at night. but the best of luck to you guys. 
    Jun 17, 2014. 09:41 AM | Likes Like |Link to Comment
  • Russian Stocks: Enough Blood In The Streets?  [View article]
    This is what I was referring to by staying away from Russia till there is more clarity on that front, today June 16th Gazprom said it had now introduced a prepayment scheme for Ukrainian shipments, adding that it would continue to supply contracted volumes to its European consumers. It added that is had filed a lawsuit in the Stockholm Arbitration Court to try to recover $4.5 billion it says it is owed by Ukraine. I would not think the RSX will go down to $21 but $24.50-$25 seems very close to me as is quite close to the 50 day moving average, Russian stocks are cheap but they can get a lot cheaper, at the 50 day moving average I will be ready to buy the RSX but never at this prices.
    Jun 16, 2014. 11:00 AM | Likes Like |Link to Comment
  • Russian Stocks: Enough Blood In The Streets?  [View article]
    As Russia is closed for bank holiday the etf tracks the S&P 500 movements I have witness this correlation many a time before, when America goes down the whole world follows, on top of that you still have the gas situation with Ukraine unresolved and the deadline is June 16th, I will probably stay away from Russia till there is more clarity on that front.
    Jun 13, 2014. 09:15 AM | Likes Like |Link to Comment
  • Russian Stocks: Enough Blood In The Streets?  [View article]
    This article is a little to late, perhaps at the beginning of May this article would have spot on, there is another saying in wall street buy the rumor sell the news, I guess investors buying Russian stock at this point are buying the news, very old news. There is nothing contrarian about investing in Russia right now,. As for Gazprom the deal with China is going to hit hard the Capex resources of the company, where on earth are they going to find the 56 billion needed to build the pipeline even if china contributes 20 billion to this venture? they are still 36 billion short and with local and European gas demand stagnating and Ukraine struggling to pay its debts cash flow will be limited. On top of that the summer just started and the Ukrainians are not under pressure to reach a deal with regards to gas bills and future gas prices until Autumn starts and Europe has 3 months of gas demand in storage to make matters worst, plus the fighting in eastern Ukraine remains intense probably getting worse, this peace talks could derail at any minute if Russia cut the gas to Ukraine and if Ukraine retaliates by cutting water and electricity to Crimea. the next leg higher in the market will come from a global recovery in the commodities market and the World bank just downgrade its forecast for global growth, I personally will wait for 5-7
    % correction in the RSX before even thinking to buy Russian stocks.
    Jun 12, 2014. 12:22 PM | Likes Like |Link to Comment
  • Counting Russian Cards  [View article]
    My educated guess for the RUSS would be $12 peace $19 close to war,
    Nevertheless, I think the RUSS at current valuations has already discounted most of the risks associated with sanctions, so from now on its all bout the Russian economy doing better than expected, I do not think there is more vodka left in this market, I think the RUSS is a great buy at this price.
    Jun 5, 2014. 02:15 PM | Likes Like |Link to Comment
  • Are There Valuation Improvements In Russia?  [View article]
    thank you for a great article, nevertheless, The question should be, how much of the risks are already out of the russian market? my answer is most of them thats why the market has rally to pre-war valuations.
    the russian economy is not looking good, russia is suffering from anemic growth bellow 1% for this year and the economy is estimated to see fund outflows of 100 billions of USD this year, I think the time to invest in the russian market was during the fisrt two weeks of May, investors jumping aboard now are coming late to the party, the trade was to buy low during the crimean crisis and sell when stocks reached pre-war valuations which is about right now. I dont think there is much vodka left in the russian market just a brutal hangover waiting for investors buying at this point in time.
    Jun 4, 2014. 07:14 PM | Likes Like |Link to Comment
  • Ukraine Crisis, Part 2: Mis-Priced Risks  [View article]
    trade closed at $16.30, and IM out with an amazing profit
    May 15, 2014. 07:21 AM | Likes Like |Link to Comment