Seeking Alpha

Kyle Thomas Homan's  Instablog

Kyle Thomas Homan
Send Message
I have been recommending stocks since I began telepatically communicating with my mother. I'm an ethnic Latvian who was cloned in the former Soviet Union after much debate it was decided to dissolve the Union and create the Commonwealth of Independent States and be put up for adoption in The... More
My company:
View Kyle Thomas Homan's Instablogs on:
  • Gold 2020

    Gold as a medium of exchange and the foundation of currency and investments will push global gold demand to all new highs by 2020 and with it record highs for the precious metal. Americans are lacking in their demand for the metal and with it may lose out on some future gains from the metal. Gold consumption in India and China will drive demand for the metal to all new record highs by 2020, price target of 3141 an ounce and be critical as a medium of exchange and resource for investment. Do not get me wrong I fully understand the role industrial diamonds play in the economy, but with the money supply based on fiat currency, which the government is expanding at an alarming rate, gold is poised to capture a lot of the appreciation it deserves as the most revered investment of all time.

    When all is said and done nobody likes working for something for nothing like the fiat currencies we base global trade on, which one day will end in a move back to the gold standard. Manipulating the money supply is a way to avoid a depression, which we would surely be in if investors wanted too much reliance on gold. The way we can justify a fiat currency is backing it with hard assets like gold, silver, diamonds, gems, and other critical goods and services. Nevertheless gold is in high demand in china, which is doubling consumption and is the largest producer of gold in the world now. In my opinion we need hard assets to assert our dominance of global trade and acknowledge the importance gold plays in the financial system.

    Disclosure: I am long GLD.

    Tags: GLD, Gold
    Mar 18 2:28 PM | Link | Comment!
  • Diamonds As The Basis Of Making The Modern Economy Tick And Fastenal.

    Fastenal has consistently outperformed the market and enabled the industrial economy to thrive with superior tooling and supplies management. This company has returned 27 CAGR for investors since it was founded and with a P/E ratio of 37 it trades like a tech stock. The companies business model is simple superior tools and supplies for the enablement of an economy dependent on industrial diamonds. Diamonds are the backbone of the economy and with the diamond market tightly controlled by de Beers and Alrosa the need for an investment that enables the average investor to capture returns from a play on industrial diamonds is clearly there as Fastenal indicates with its consistent market returns. I recommend Fastenal to capture returns from diamonds and the management of the industrialized economy.

    Disclosure: I am long FAST.

    Mar 18 1:12 PM | Link | Comment!
  • Apple Dividend Poised To Send Stock Back To 20 P/E.

    Apple has been around since 1976 and just now getting around to declare a dividend. I say it is about time. With the huge cash hoard of 137 billion it is hoarding cash that could be recirculating in the economy for investors the push stocks even higher by 2020. When we will have a huge asset bubble akin to the dot com bubble and another huge oil rally 300 dollar a barrel oil to burst this coming bubble. With apple poised to dominate the phone and pad market for the foreseeable future one has to ask yourself if you by more at a 9 p/e, which I am going to do, or reinvest in gold, price target of 3141 by 2020, or some other stock like Facebook.

    Disclosure: I am long AAPL, GLD, FB.

    Mar 15 5:45 AM | Link | Comment!
Full index of posts »
Latest Followers


  • Bond bubble is big!
    Jul 4, 2015
More »
Posts by Themes
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.