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XMFSinchiruna (27.50)

May 2009

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22

Jim Sinclair's Formula

May 27, 2009 – Comments (18)

All the way back in September in 2006, when the Dow sat above 11,300 on its way toward the 14,000 high, and while gold prices were barely holding above the $600 mark, veteran gold guru Jim Sinclair laid out his 12-point formula for how he envisioned the ongoing currency crisis playing out. I first posted his formula to my blog in December 2007, and have watched with fascination as each successive step plays out as he described.   [more]

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18

The Top 10 Reasons to Hold Gold, Part 1

May 26, 2009 – Comments (17)

Since there are still so many misconceptions about the bull case for gold, I've decided to lay it all out in a pair of articles. Here is Part 1:   [more]

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27

Please Don't Shoot the Messengers

May 21, 2009 – Comments (5)

This article is an homage of sorts to the brave voices that resonate above the cacophony of mainstream financial analysis to offer their honest perspectives without the expediency of unfounded optimism nor the insult of sugar-coating.  [more]

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23

Recession Hits the Treasury

May 21, 2009 – Comments (4)

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62

I'm Okay...

May 20, 2009 – Comments (9)

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39

The Genie is Out of the Bottle

May 18, 2009 – Comments (13)

It's been quite a weekend for Ambrose Evans-Pritchard, International Business Editor for Britain's highest-circulating newspaper the Daily Telegraph. His coverage of the entire fiancial crisis has been absolutely first-rate, with a tireless supply of perspective and investigative reporting that has contributed enormously to the greater public's understanding of these unprecedented events. As a student of Anthropology among other disciplines, I always admired the groundbreaking work by his father E.E. Evans-Pritchard, who helped pioneer major theoretical reforms for modern anthropological practice. Some of his writings sit above my head as I sit here and blog for you.   [more]

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24

Jim Sinclair Offers Flawless Fundamental Analysis of Gold, the USD, Oil, and the currency crisis

May 13, 2009 – Comments (7)

I humbly request 17 minutes of your life. You are about to hear the final word in fundamental gold analysis from really the ultimate source... the same guy who was hired to liquidate the Hunt Brothers' market-cornering silver positionin the early 1980s, and the Chairman and CEO of Tanzanian Royalty Exploration (AMEX: TRE). Jim Sinclair has been sharing his analysis with the gold investing community since 2003 through his blog at jsmineset.com.   [more]

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14

Great Panther Moves to Positive Cash Flow and $6.49 cost per ounce of silver

May 12, 2009 – Comments (3)

Those of you who have followed my blogs for some time will recall that I've posted developments from this small, off-the-radar-screen junior silver producer with the monster reserves: Great Panther. Check out some of those ore grades... they're perhaps the strongest silver ore grades I've seen.   [more]

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29

An important read for anyone with dry bulk shipping stocks

May 07, 2009 – Comments (31)

This is my article on Diana's earnings, highlighting management's extremely cautious outlook for the entire sector... including banks and shipyards. Diana's President sees the potential for a banking crisis "to rival the subprime crisis" based upon the scale of new shipbuilding orders still on the books and the scale of financing behind it... in many cases for companies already leveraged to the point of being in contravention of credit terms.   [more]

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12

Venezuelan Central Bank Demands First Dibs on Gold

May 05, 2009 – Comments (3)

This development in Venezuela is linked to the country's decision to nationalize mines like those of Crystallex (KRY). Basically, Venezuela simply has the cajones to do first what many other nations will soon be doing... nationalizing gold supply in one way or another in order to preserve the purchasing power of their reserves (especially USD reserves).  [more]

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14

Ground Control to Major Coal

May 04, 2009 – Comments (9)

Not just for any Bowie fans out there, but i thought some of you might appreciate my reaction to this coal rally, and in particular with respect to Patriot Coal:  [more]

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18

Sinchi's Collected Works

May 01, 2009 – Comments (4)

In part to create a regular schedule for these monthly lists of links to my articles, but also because of the timely nature of the collective thesis I've developed over the course of recent weeks, I offer this update.   [more]

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