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XMFSinchiruna (27.54)

July 2008

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TMFSinchiruna's recent articles

July 28, 2008 – Comments (2)

With so many bargains available throughout the commodities space just now, I want to share my recent articles from this early stage of the earnings season. Newmont continues to rake in the profit, Agnico Eagle is getting dirt cheap again on its recent news of temporary delays and lower zinc proces, Bucyrus and Terex continue to provide corroboration of the bullish sentiment for the mining industry that we'd been hearing from other industry insiders.  Coal companies can not miss in this environment.  Look at colossal growth below, and then check ACI earnings which I didn't get to last week.  I expect great things from the Massey quarter reporting Aug 1. Cleveland Cliffs continues to look amazing at these prices, as does acquisition target Alpha Natural Resources.  [more]

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$1 Trillion to Solve the Housing Crisis!!

July 23, 2008 – Comments (5)

Be sure to check out the video... this guy isn't holding any punches. I'm not advocating a government fix, as I wish Bernanke, Paulson, etc. had done nothing rather than try to make it all go away with the magic of the printing press.  They're just prolonging the inevitable.  [more]

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Fannie Mae and Freddie Mac bailout - $25 Billion or $1 Trillion - I wonder... Remember when we were told the total bill for the entire Iraq War was going to be $80 Billion??

July 23, 2008 – Comments (9)

July 22 (Bloomberg) -- Fannie Mae and Freddie Mac would cost U.S. taxpayers an estimated $25 billion over two years under a Bush administration plan to rescue the mortgage-finance companies, the Congressional Budget Office said.   [more]

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The Bizarro World of Dollar Parading - the markets according to gold guru Trader Dan

July 22, 2008 – Comments (9)

From commodities guru Trader Dan:   [more]

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I've got 2 words and 3 letters for you... :)

July 17, 2008 – Comments (4)

2 Words:  Cleveland  [more]

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Plunge Protection Team - Coordinated manipulation of Oil, Gold, and USD markets has never been clearer! Charts don't lie.

July 16, 2008 – Comments (16)

Administration officials are publicly trying to rally support for market controls to combat market speculation, but these same entities in concert with their banker allies are by far the worst offenders.  The plunge protection team was out in full force yesterday, and the relevant charts show the moves as clear as day.  While figureheads Bernanke and Paulson were wooing Congress and the public on the boob tube, their pre-arranged plans to knock down oil and gold and prop up the USD were put into play.    [more]

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Taking the Pulse of the CAPS Blogs: Blogger's Choice. :)

July 14, 2008 – Comments (12)

The first two installments of this new series of articles drawing from the collective intelligence and insight of the CAPS blogoshpere were both very well received.  I want you all to have a say in the subject matter of the third piece.  There is one important criterium:  the discussion has to be able to bring several widely-traded equities into the fold.  [more]

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My Foolish Articles... Take 2. :)

July 12, 2008 – Comments (4)

 Thanks to the very kind work of GreenMycon, I can now post the entire list as a set of easy-to-read linked titles.  Since he's gone back and covered several months worth of backlog, I will be able to maintain the list with each week's additions and get them to you in ths format.  For the commodity investors among us, I hope this is a helpful compendium.  Thanks again Green... and thanks to binv and others who made the suggestion in the first place. :)  Fool on!   [more]

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My Foolish Articles...

July 11, 2008 – Comments (12)

Since my coverage is very focused upon commodities, I thought Fools with a similar focus might appreciate having access to all my stuff fron one spot.  So... at the end of each week I'll post a list of links to my articles in reverse chronological order... For those who might be thinking... "geez... I already feel like I see more of TMFSinchiruna's stuff than I'd ever care to"... my apologies.  :)    [more]

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Major Breakout for Gold! Got Gold??

July 11, 2008 – Comments (6)

Gold broke through major resistance this morning at the $950 level... actualy it pounded through it.. pushing well into the $960s!!  Silver flirted with $19.  The gold correction which began in March is all but over, with only minor resistance remaining at the $990-$1000 area before we march up towards $1,200.  [more]

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Copper Heading to Fresh Peaks on Strong Demad from China; Aluminum is a Coiled Spring!

July 10, 2008 – Comments (11) | RELATED TICKERS: ACH , RTP.DL , FCX

The story below interests me for several reasons:  [more]

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Can you believe how much leverage the media got today out of this tiny little move in the USD? Let's look deeper...

July 08, 2008 – Comments (8)

Whenever pundits get themselves all exceited about dollar strength when in fact it does not exist, I am shocked by the short-sightedness and complete lack of technical analysis which accompanies such declarations.  And yet, the weaker hands in gold and other commodities often are played by such media hounds... turning a miniature dolar move into major temporary losses for commodity traders.  [more]

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Market analysts at a loss to explain today's action - here's the only one I saw that rings true.

July 07, 2008 – Comments (9)

My vote for market commentary of the day...  from a talented metals trader I follow:  [more]

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New Terriroty for Bearish Predictions - SG analyst trumps RBS, Barclay's etc with call for S&P500 at 500.

July 07, 2008 – Comments (1)

Since I have not been able to pinpoint a particular target for any of the major indeces, I do not take the predictions of others at face value without some serious scrutiny.  I believe there are far too many variables to make a truly accurate claim about how low the markets will go. After all. the plunge protection team can be an effective bunch.  :)    [more]

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Borrowing money to pay mortgages... a financial death spiral for UK families. How many in U.S.?

July 06, 2008 – Comments (7)

I wonder what the comparable statistic would be in the U.S. right now.  Borrowing money to pay debt is a losing battle. Unfortunately, that's precisely what our government is doing every day.  Tracking this phenomenon is very important, IMO.  As the practise spreads, we create the potential for a sudden surge in mortgage, credit card, and loan defaults that could present a tipping point for many beleaguered financial institutions.     [more]

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Did anyone catch those earning from Schnitzer Steel? They were HUGE, and stock down irrationally with steel group.

July 03, 2008 – Comments (2) | RELATED TICKERS: SCHN

With companies around the world scrambling to reduce energy consumption to control costs, these are fortuitous times for companies with energy conservation as a core aspect of their business models.  Enter the metal recyclers.  With steel producers feeling the pinch from rising production costs even as demand continues to rise, those relying most heavily upon recycled metal as feedstock for production are finding the cost savings make them very competitive.  [more]

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Congressman Ron Paul on the US Dollar... Straight Talk from the Former Presidential Candidate

July 03, 2008 – Comments (9)

He lays out the history behind what's happening to the USD with great skill.   [more]

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Huge Coal Correction in progress

July 02, 2008 – Comments (8)

Those who are long... relax... this is a temporary correction in a long-term supply/demand driven bull market for coal.  Those who were not yet long.... this is your 4th of July present from Wall Street.  [more]

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My latest articles can guide Fools looking to enter commodities. It's not too late!!

July 01, 2008 – Comments (16) | RELATED TICKERS: AEM , ACH , RIO

Coal has come a long way, to be sure, but drama like this signals the coal train has legs... really... no... REALLY!!!!   [more]

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Citigroup declares gold could double or TRIPLE! ;)

July 01, 2008 – Comments (10)

As usual, their official forecasts for average prices bear to resemblance whatsoever to the narative that accompanies them.  They list forecasts for prices to average no more than $1,000 by 2010, but then state prices could triple in the same time frame.  What gives, you ask?  I believe the major investment banks walk a tightrope between their own interest in keeping gold prices down and their eroding ability to control it.  The recognition of the doubling / tripling potential is a face-saving measure which flies squarely in the face of their stated average price forecasts.  I wonder if they realize how stupid that makes them look?  :)  [more]

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