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March 2011



Satellite TV, Guns and Pizza

March 31, 2011 – Comments (12)

......... wow  [more]



CEF Announces Secondary Offering – ETF Lesson Part V

March 29, 2011 – Comments (7)

Many of us have talked in the past about how CEF (Central Fund of Canada) is a excellent fund for holding gold and silver due to rigorous auditing and that they do non-dilutive offerings. Several of us have explained what this meant in the past, but this post by Kid Dynamite is a very clear explanation of what this means.

A good strategy has been (and continues to be) to buy CEF when the announce their secondary offerings and the premium against NAV drops, assuming you are bullish on gold and silver.

CEF continues to be a favorite (and largest holding) of mine.  [more]



Visualizing the Food and Energy Crunch

March 29, 2011 – Comments (0)

Good post by TPC with plenty to think about  [more]



Ways to play knowns among the unknows

March 22, 2011 – Comments (8)

Bullish Ideas from David Rosenberg for the current environment of unknowns.  [more]



First Derivative of the S&P 500, Long Term Study

March 21, 2011 – Comments (4)

This is another study that expounds upon the long term analysis and projection for the secular bear market that I have been discussing for the last few months. Please read the following background material:  [more]



U.S. Real Wages

March 18, 2011 – Comments (4)

This speaks directly to the ability of prices being able to "stick" in this environment (i.e. they won't) if wages do not keep pace. See:  [more]



Real Secular Bear Markets

March 14, 2011 – Comments (0)

Another examination as to why I think the secular bear market is not done, but why I don't think it will be a 'Great Depression'-like crash from here (but why I do think a lower low in both nominal and real terms is likely before it is finished). [NOTE!: I am NOT trying to reopen the debate with checklist, just submitting another chart]. For the background on my side of the debate, see these:  [more]



Just remember that

March 10, 2011 – Comments (16)

a W is just an upside down M



Rebuttal to checklist :)

March 09, 2011 – Comments (15)

LOL! This might seem like it is getting ridiculous (and I concede that) but I think this is a very productive debate. We are being civil and on point and supporting our arguments with facts, not hyperbole. I think we respect each other (well, I certainly respect him at any rate) and I think this debate is of benefit to the community.  [more]



"Mission Accomplished": Consumers are Re-Leveraging

March 07, 2011 – Comments (10)

Well, the Fed got it's wish. Americans were paying down debt and repairing their balance sheets. This is what needs to happen (and what still needs to happen). The massive debt boom of the 2000s has to be worked off before we have any kind of sustainable recovery.

But who needs a sustainable recovery when you can have a short term artifical recovery?  [more]



Inflation/Stagflation/'Flopflation' - Conditions under which prices are 'sticky'

March 03, 2011 – Comments (4)

In a recent post Inflation V Deflation – Which Door Do You Pick? I gave a list of both inflationary and deflationary pressures in the US economy. I was trying to illustrate that in some respects this is similar to the stagflation of the 70s (which was both inflationary and deflationary), that calling what we have now stagflation is really not correct and will lead to incorrect conclusion due to the fact that wages are not increasing at the same pace as commodity prices, whereas they were in the 70s.   [more]



The Valuation Bottom of 2009: Rehashing the "Once in a lifetime buying opportunity" argument

March 02, 2011 – Comments (15)

This is a complex subject and there are many ways to look at it. I think this continues to be a point of discussion (deservedly so) because it really will set up investor expectations, real returns, how we expect this secular bear to play out ... etc.  [more]




March 02, 2011 – Comments (21)

I keep trying to post something but it says I am blocked from doing so.

Am I am spammer? Am I real? If you cut me, do I not bleed?



Questions that need to be answered

March 01, 2011 – Comments (12)

Excellent post by TPC. I think this is a very legitimate and reasonable set of questions that deserve honest answers.  [more]

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