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Reviewing My Opportunities Portfolio for 2008

I noticed a South American ag stock up quite a bit today. Looks like a trend. I have no ag holdings, but I think we're going back up. I do hold SLW, which I like tremendously.
Jan 07 11:08 am |Rating: 0 -1 |Link to Comment |View article
Gold's Not the Best Investment in Inflationary Times

I like Sabina Silver as well, along with Impact Silver, Bravo Gold, Candian Zinc (a silver play with good findamentals), and others. Everyone needs a certain amount of physical gold in this environment, however.

What is being discussed above is velocity of money. Once borrowing begins again in ernest, then velocity picks up, which I belive, is how you get price inflation (as opposed to pure monetary inflation).
Jan 06 14:18 pm |Rating: 0 0 |Link to Comment |View article
2009 Market Q&A: Four Questions Answered

User--are you kidding? All the dealers buy. But this is no time to sell unless you seriously need the cash. You may not want to sell locally, so see the dealer list at GATA. I deal with a couple of places, myself, though your experience may vary from mine (a disclaimer): Miles Franklin and Kitco.
Jan 06 13:31 pm |Rating: 0 0 |Link to Comment |View article
Geopolitical Energy: Centered on the Caspian Sea (Part 1 of 2)

Jim Puplava interviewed the author and the interview is still available at Financial Sense Newshour. I'm long coal, long nat gas, and long oil and gas juniors. Long gold and silver, hold physical--gold and silver eagles and some silver rounds.
Jan 05 11:04 am |Rating: +1 0 |Link to Comment |View article
Looking at the Market Through Slightly Bullish Lenses

Don't go near Yellowstone with all the unusual seismic activity! I say we rally for a few months before we fall. Gold and oil up for the coming year.
Jan 02 11:25 am |Rating: 0 0 |Link to Comment |View article
Nine Ways to Profit in 2009

Yes, highly speculative. Go long oil, energy, oil services, agriculture, precious metals, and water, and then go to the movies for a few months.
Jan 02 11:19 am |Rating: +4 -1 |Link to Comment |View article
The Intrinsic Value of Gold

"Pundit, noun, a person who knows a lot about a particular subject and is therefore often asked to give an opinion about it." Cambridge online dictionary

I think you need to change your handle. Or learn about gold.
Dec 31 11:58 am |Rating: +3 -3 |Link to Comment |View article
Predictions for 2009: Who Will Be the Winners and Losers?

Sounds right to me. Except, too bad we don't have the same respect for literature they had in Dickens' day (though they probably didn't, either). The publishing world is another example of dumb ideas carried out stupidly by mediocre and go-along-to-get-along brains. (It's another industry I follow). Best to all in 2009. Hold onto those precious metals!
Dec 31 11:51 am |Rating: 0 -1 |Link to Comment |View article
New Trend for Emerging Gold Producers: Amalgamation

A lot of the juniors though they don't look great via their charts are actually in good shape with positive cash and remarkable resources. They're also a little further along than they were a couple of years ago. I hope this is a good year for them. I hope I'm holding a few that will survive and thrive.

Best to all the miners who work so hard and struggle through such unfairly (market manipulated) times.
Dec 30 18:38 pm |Rating: 0 -1 |Link to Comment |View article
Soaring Silver, Stalling Gold

I like Jesse Livermore's statement that he made more sitting than he did trading and Mr. Partridge's comment that he didn't want to lose his position. Why sell for a small profit in a rising market? It really is true that you can't time the markets. I think this year surprised most PM investors in the rapidity of deleveraging.

This will surely be an interesting year. Best to all.
Dec 27 11:26 am |Rating: +4 0 |Link to Comment |View article
2008 Commodity Performance

Gold is up for the year. Gold is up for the year. Gold is up for the year.
Dec 26 19:51 pm |Rating: +3 -4 |Link to Comment |View article
Bernanke's Great Lie: The Gold Standard and the Great Depression

We ARE having weather phenomena that are extreme and have great economic impacts--was Katrina not a major, major event with heavy costs. I have heard expressed the idea that we may have another Dust Bowl coming as well. Certainly we have exacerbating occurrences such as peak oil and possible food shortages.

As for the economic sources of the Great Depression, I always heard in school that buying on margin was a cause of the stock market collapse. Leverage, in fact, underlies our current problems as well as an unbelievable mountain of debt against a miniscule savings rate. At the time of the Great Depression, we were a creditor, not a debtor nation.
Dec 26 12:42 pm |Rating: +11 -1 |Link to Comment |View article
The Real Rationale Behind Current Supply and Demand for Oil and Other Commodities

True on oil, but why a bear call on coal as a short term trade and not a short term bear call on palladium? And I do hold platinum and palladium stocks. The coal stocks move with the rest of the energy complex. If Pakistan and India go to war--God forbid--but if they do--something will be affected and it's probably energy and precious metals. See Jim Sinclair and today's headlines on troop movements within India.
Dec 26 11:03 am |Rating: +5 -2 |Link to Comment |View article
Inflation Is in Our Future...Not Deflation

The author didn't insert the title--it's some copy editor who didn't read the piece.
Dec 24 12:05 pm |Rating: +2 -1 |Link to Comment |View article
Gold Prices: Little Correlation with Its Utility

Central banks moved away from gold? No, they moved away from allowing the citizens who own their currency to share in their gold. Central banks still hold gold and central bank selling of gold--well, how much took place this year? Moreover, central banks are now buyers of gold.

You can certainly more easily change gold into currency anywhere in the U.S. than you can change Apple shares. Or, believe me, someone will take the gold for barter. An Apple share? Never.

You don't understand something, so you presume that the world is only true to the limits of your understanding? That puts you in a precarious situation in a very quickly changing world.
Dec 23 18:49 pm |Rating: +4 -1 |Link to Comment |View article

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
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Jim Cramer's Picks -
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Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
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