tag:blogger.com,1999:blog-11027528911364475.post4853320863939064250..comments2024-02-18T21:10:05.205-08:00Comments on EconomPic: Gold Exposure... Gold or Gold Miners?Jakehttp://www.blogger.com/profile/07946497592651234440noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-11027528911364475.post-71429449137035158522009-09-03T20:40:18.917-07:002009-09-03T20:40:18.917-07:00i rkn nat gas is a much better risk/reward proposi...i rkn nat gas is a much better risk/reward proposition - which tends to do well during september (like gold). http://www.seasonalcharts.com/img/ENERGY-FUT/NAT_GAS.GIFAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-11027528911364475.post-78191253034775219212009-09-03T20:26:10.511-07:002009-09-03T20:26:10.511-07:00break out of 1000... we're at 999!break out of 1000... we're at 999!Jakehttps://www.blogger.com/profile/07946497592651234440noreply@blogger.comtag:blogger.com,1999:blog-11027528911364475.post-46226334142725388512009-09-03T19:07:28.792-07:002009-09-03T19:07:28.792-07:00Gold has to break out of 1000 before I think the w...Gold has to break out of 1000 before I think the world is coming to an end. This is just the IMF setting themselves up for their HUGE selloff soon to arrive.TRADEBUMhttps://www.blogger.com/profile/06791258171607714585noreply@blogger.comtag:blogger.com,1999:blog-11027528911364475.post-15949065467215004662009-09-03T17:44:06.559-07:002009-09-03T17:44:06.559-07:00This is a sensible play. China does not want to bu...This is a sensible play. China does not want to buy any more u.s. currency, so they buy gold. India buys gold for jewels. Oil must fall because let's face it: there is no economic growth in the absence of gov't spending.chrispycrunchhttps://www.blogger.com/profile/06508448472827541229noreply@blogger.comtag:blogger.com,1999:blog-11027528911364475.post-24678483147012471292009-09-03T14:17:27.658-07:002009-09-03T14:17:27.658-07:00John Hussman has an excellent piece on the relatio...John Hussman has an excellent piece on the relationship between gold and miners. Check it out at hussmanfunds.com.Unknownhttps://www.blogger.com/profile/11025434934049685377noreply@blogger.comtag:blogger.com,1999:blog-11027528911364475.post-73356287063030608982009-09-03T08:10:15.793-07:002009-09-03T08:10:15.793-07:00gold nutters have made the case for gold in an inf...gold nutters have made the case for gold in an inflationary AND deflationary environment... i agree it is a short-term opportunity, but it may go a lot further than a lot of people expect (though it may also go straight down, hence the option rather than outright long position).Jakehttps://www.blogger.com/profile/07946497592651234440noreply@blogger.comtag:blogger.com,1999:blog-11027528911364475.post-38617178039596508592009-09-03T07:43:37.228-07:002009-09-03T07:43:37.228-07:00I think this is a s.t. trading opportunity based o...I think this is a s.t. trading opportunity based on mis-perceptions of the inflation outlook. If you listen what's driving all this is shibbolethic ideologies where central bank balance sheet expansion is expected to translate into monetization. A difficult problem but if they did it going in why would anyone think they'd do worse going out? Meantime all the folks who think markets are independent of society are channeling Ayn Rand, despite the fact that CBs and Gov fiscal spending saved us all,to anticipate huge inflation surges. I'd watch the TNX vs TIPs for reality, talking heads for distortions and be 'ware of the blindside from commodity inflation if Chinese demand accelerates over the supply constraints.dblwyonoreply@blogger.com