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RM13

RM13
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  • A Silver Lining For The Gold Price? [View article]
    Predictive value of silver to gold ratio has beaten every analyst out there, yet I wonder how many people use it.

    Fundamentally, if we use entry point of 80 ratio, I don't think that goes with the outlook that gold hits 800 - of course silver will decline to lesser degree. But even if one is off by 10% in final price, it's nothing compared to 2-4 fold moves in underlying commodity prices that we will be seeing.
    Jul 29, 2015. 11:07 AM | Likes Like |Link to Comment
  • Sentiment on gold sours further [View news story]
    There is another possibility - silver and platinum come down in price. Usually it's the one you didn't anticipate is the one that gets you.

    Finally, bottom and tops happen with whimpers, not bangs and message board outpours. We are not there yet.
    Jul 28, 2015. 12:46 AM | Likes Like |Link to Comment
  • The Biggest Greek Banks 'Have Failed,' And 'Resolving' Them Won't Work: Fitch [View article]
    EU has consistently been behind the curve. As European in US, I feel loss of faith in common currency in Europe. If significant portion of population feels the same way, it's done.
    Jul 26, 2015. 11:23 PM | Likes Like |Link to Comment
  • Oil crash could be worst in at least 45 years, Morgan Stanley warns [View news story]
    Absolutely Michael, bottoms don't happen when you have 100 messages on seeking alpha about topic of oil bottom. Bottoms happen with a whimper, and this is not it.
    Jul 26, 2015. 11:16 PM | 1 Like Like |Link to Comment
  • Don't Ignore The Weakness In Commodities [View article]
    Fed forecasting is notoriously bad - meaning even 3% by 2020 seems way off. I don't think US will be able to sustain its debt at that interest rate UNLESS there are fundamental changes in political climate - aka anti-busniess Obama and its cronies are gone.
    Jul 25, 2015. 11:51 AM | 2 Likes Like |Link to Comment
  • Don't Ignore The Weakness In Commodities [View article]
    Anyone who says 'Greece got it right' is so far off, it's not even funny. Greek crisis has now fundamentally divided Europe - both Germans and Greeks feel like victims. Existential crisis in Europe is brewing. China is struggling with transition to more open market, and US will be undergoing regime change. Uncertainty rules, and when that happens it's not bullish for stock market.
    Jul 25, 2015. 11:17 AM | 4 Likes Like |Link to Comment
  • How Much Bond Duration SHOULD You Endure? [View article]
    Guggenheim bullet shares with set termination dates are great. In fact, you could take a step further and buy equal amount of corporate and junk bonds terminating the same year - such as BSJJ and BSCJ - that way not only are you mitigating interest risk, you are also mitigating economic risk.
    Jul 23, 2015. 01:30 AM | 1 Like Like |Link to Comment
  • Gold Falls More Than 4% In Under A Minute - Here Is What Investors Need To Know [View article]
    Right on, no conspiracy here, just money making. I think someone accumulated puts on miners, sold few billion dollars of gold paper to flush the market, and is reaping rewards from closing his puts and gold short sale. Central banks/regulatory agency are not going to get involved, it's in their interest.
    Jul 21, 2015. 06:12 PM | 1 Like Like |Link to Comment
  • The Great Greek Bank Drama, Act II: The Heist [View article]
    That's an article that spelled out my concerns to the T. If you create uncertainty in the banking system - and the current state of bailout is still uncertainty - Greece will experience recession. Any bail in utilizing savings and business accounts will hit private sector tremendously. This bailout is catastrophic for Greece in the next 2 to 6 months - and smart money already knows it.
    Jul 20, 2015. 09:52 AM | 2 Likes Like |Link to Comment
  • The AlphaClone Alternative Alpha ETF May Be The Safest Equity Ticker [View article]
    I am also aware of PHDG and VQTS, but infortunaty first has large volatility drag while second is still quite illiquid.
    Jul 18, 2015. 10:22 AM | Likes Like |Link to Comment
  • The AlphaClone Alternative Alpha ETF May Be The Safest Equity Ticker [View article]
    What is maximum drawdown on this ETF during last 10 years - including 2008/2009? Average return for last 10 years vs SP500?
    Jul 18, 2015. 10:19 AM | Likes Like |Link to Comment
  • Turquoise Hill's Oyu Tolgoi concentrate production rose 65% Q/Q [View news story]
    Riotinto's eventual takeover, of course.
    Jul 18, 2015. 10:16 AM | Likes Like |Link to Comment
  • EU approves bridge financing for Greece [View news story]
    Does long term Greece look better for you now or about 4 weeks ago? Does anyone have any faith in Greek implementation of the reforms or its ability to pay its loans?

    Now you have the answer why GREK is falling.
    Jul 17, 2015. 12:23 PM | 4 Likes Like |Link to Comment
  • Stability returns to Chinese markets? [View news story]
    I take the bet that equities in China will be lower between now and 2030, how is that Goldman? China has demographics of Japan, with centralized government to boot, betting on China's continued growth is a risk.
    Jul 17, 2015. 10:08 AM | Likes Like |Link to Comment
  • Turquoise Hill's Oyu Tolgoi concentrate production rose 65% Q/Q [View news story]
    Since no one is responding, the market has largely ignored this underappreciated story, so this may be a buying opportunity - for eventual takevover.
    Jul 16, 2015. 12:23 PM | Likes Like |Link to Comment
COMMENTS STATS
1,029 Comments
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