Oil & Natural Gas Investments Member Forum | Forum profile

Gold Bugs Are Warned, Again by: Cam Hui December 10, 2009 Here is an embarrassing question for gold bugs. The chart below shows that the price of gold decisively moved to all-time highs in early October, notwithstanding the recent pullback. Meanwhile, the Amex Gold Bugs Index (HUI) barely challenged its old highs. What happened to the thesis that gold stocks are a levered play on the price of gold? In case you thought I was cherry picking gold...

John Mauldin's outside the box Today I am speaking at a local conference here in Dallas for my friends Charles and Louis Gave of GaveKal along with George Friedman of Stratfor, and get to finally meet Anatole Kaletsky. They graciously allowed me to send their latest Five Corners report as this week's Outside the Box. I find their research to be very thought-provoking as they are one of the main sources of optimism in my ususal...

stone...Taiibi continues to be one of the more prescient writers on the economic woes...yesterday, I heard someone say that the current administration adding more debt to save the economy is like Tiger Woods taking on more lovers to save his marriage... ROTF...

Stone, no mail ....try coltoata@chartermi.net

THE GOLD BASIS IS DEAD ― LONG LIVE THE GOLD BASIS! by Antal E. Fekete, Professor of Money and Banking San Francisco School of Economics October 19, 2009 Fool?s gold basis A year ago I conducted a Seminar on the gold basis and backwardation in Canberra, Australia. I suggested to my audience that the gold basis (premium in the nearby futures on spot gold, with negative basis meaning backwardation) as a ?pristine indicator that, unlike...

stone / board, I do not understand the leverage. Is Mr Clark correct in assuming this near 5 to 1 ratio? Seems to me it should be closer to 1 to 1. "The U.S. dollar index, a six-currency gauge of the greenback?s value, has dropped 7.8% so far this year (as of December 3). Meanwhile, gold is up 38.7% year-to-date. In other words, for every 1% drop in the dollar index, gold has risen 4.9%" full article Jeff Clark, Editor,...

Thank you split.. ..that was the link I was looking for : ) ~Sis~

Jim Rogers on ags, gold http://www.bloomberg.com/avp/avp.htm?N=av&T=Rogers%20Says%20Agriculture%20Commodities%20Prices%20%60Depressed'&clipSRC=mms://media2.bloomberg.com/cache/vq9bCCek86fo.asf

Neo-Feudal Casino-Gulag Plantation Economy Minion Oct 18, 2009 at 9:29 am I think what we are seeing is a paradigm shift from nationalistic monopolists and uber-rich entities screwing their own populations using their government control, to one of multi-national entities and criminal syndicates working together to fleece not only the US, but much of the rest of the world. That?s cross-border screwing, which changes the nature of the...