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  • The Time To Short Japanese Government Bonds Is Now [View article]
    NEVER is the correct answer as to when to short Japanese bonds at these massively depressed yen values. Japanese companies have massive U. S. holdings, and individuals may well own more HI, that U.S. citizens do. They are a cash rich country, and once the market figures that out, the ship will be righted.
    Feb 22, 2013. 07:16 AM | Likes Like |Link to Comment
  • Exxon Mobil: Can Its Dominance Continue? [View article]
    Exxon is capable of doing about anything it wants with its cash rich situation; however, the PRC and its firms will soon even be better off as they can afford to overpay for stratigic companies they want to take over, as they have political as well as economic interests in mind, whereas Exxon only has economic.
    Feb 20, 2013. 03:59 PM | 2 Likes Like |Link to Comment
  • PetroChina (PTR) will buy stakes in two Western Australia exploration assets from ConocoPhillips (COP) for an undisclosed amount, and the two companies plan to jointly study shale gas development in China. The deal comes after PTR agreed in December to buy BHP Billiton's holding in Woodside Petroleum’s proposed Browse liquefied natural gas project in Western Australia. [View news story]
    Australia is wise to sell to the PRC, that way, their nation will be allowed to remain stable since they are keeping the engine of the PRC running. After all, what difference does it make when the long term trend of the strength of the U. S. in down!
    Feb 20, 2013. 12:34 PM | 1 Like Like |Link to Comment
  • The long-cycle in precious metals has peaked, writes Citi's Jon Bergtheil, arguing we'd need a level of systemic risk higher than the past few years to warrant a continued bull run. Especially vulnerable are the PM miners (GDX, SIL) which benefit from what may be mistaken belief $35 silver and $1,600 gold are the "new normal." [View news story]
    Silver, like gold has long been overpriced, as as the horaders now are finding out, their gamble is NOT going to pay off. They have failed to find new " suckers" for the " other sucker" theory, and the prices will drop to where they can be sustained @ $ 18.00 Ag and $ 700 Au, but it will take a while, after all if things went staight up or down, it wouldn't be hard to make money as a specualtor, would it?
    Feb 20, 2013. 12:34 PM | 2 Likes Like |Link to Comment