Sinchi's Collected Works - grouped by topic, and in reverse chronological order
October 07, 2009
– Comments (16)
With a shout-out to Bays for reminding me to do this, until we get our TMF profile boards tracking both articles and blog posts, here is a compilation of all my articles in reverse chronological order ... this time grouped by category.
Enjoy.
Gold and Silver:
Gold Fields Draws a Treasure Map - targeting 1 million ounces per quarter by 2011.
Grab This Gold Bull by the Horns - my perspective on the breakout to new highs.
Kinross Braces for the Perfect Storm - the long-term outlook for constrained mine supply. Important!
Yamana's Golden Age - the clearest bargain of the intermediate gold patch
Biggest Market Opportunity -derivatives, the dollar, and the gold outlook.
The Last Gold Bears Have Thrown in the Towel - On Barrick's canceling of hedges.
The Golden Standard in Silver - Silver Wheaton's transformational silver stream! Best silver play by far.
The Untld Story Behind This Golden Breakout - Some fundamental drivers behind gold's September surge.
A Ferocious Breakout by Precious Metals - reaction to the breakout
Gold's Next Monster Move - called for a breakout on the eve of the breakout based upon fundamentals and TA.
Follow the Yellow Brick Road to China - Eldorado Gold consolidates in China
Whence the Windfall Profits for Gold - Kinross and the derivatives problem.
Mirror, Mirror on Pan American's Wall - Discussion of the all-important all-in cost of production.
Coeur d'Alene Graduates With Honors - CDE's coming of age ... again! :) Amazing cash flow on the way.
The Incredible Irony of Paltry Gold Profits - A critical discussion of Yamana's derivative exposure on currencies.
The Shining Star of the Silver Screen - I expect SLW to reach par. It's my largest holding.
Park Your Gold Cart on the Organic Growth Aisle - AEM ... low-cost growth, growth, growth! Top pick for 2009
What's Behind the Top-Performing Gold Stock - GOLD - Hedge exposure and underwater ARS exposure. Boo!
Worth the Wait - slight delay at Boddington, now producing gold.
Anatomy of a World Class Gold Mine - Grasberg, Yanacocha, and Penasquito.
The Juiciest Potential Gold Acquisitions - some deals that could make good sense.
Yamana Trims the Golden Fat - the market punished this move, but I liked the shedding of high-cost production
The Five Biggest Myths About Gold - what some observers continue to get wrong.
The Top Reasons to Holg Gold, Bar None! - my comprehensive case for gold exposure.
The Precious Glory of an Instant 10-bagger - CDE's misinterpreted 1-for-10 stock split.
The Top Ten Reasons to Hold Gold, Part I - derivatives, QE, declining revenue, eroding USD, and interventions.
Paulson's Pet Gold Miner Gets a Foolish Thumbs-Sideways - AU and its oppressive hedge book.
Silver Wheaton Locks in on Silver - SLWSpring earnings.
How Rich is Goldcorp? - GG and its massive reserves.
Macroeconomic Analysis and Investment Strategies:
A Contrarian View on Housing - cracks in the foundation of purported recovery.
Tales of a Commodity Superstar - title is tongue-in-cheek, discussing my silverminer portfolio.
Considering a New Investment Paradigm - If you're investing with your pre-collapse paradigm, think again.
The Surreal Life of the U.S. Dollar - The most mysterious news item of 2009 ... never properly explained!
Are You Ready for Round II of the Mortgage Meltdown - This one is still being held off, but remains inevitable.
What the Crashing Dollar Means for You - the dollar's breakdown below .80 on USDX.
Please Don't Shoot the Messengers - Insights from Peter Schiff, Jim Rogers, and Jim Sinclair.
Steel Industry Coverage:
Time to Crank Start the American Industrial Machine - steel-focused discussion of industrial landscape.
The New Floor Under Nucor - Nucor's cautious bottom call
When Will Metalsmiths be Money-Makers - steel outlook
Get a Real Feel for Steel -A global steel outlook, debunking the denial of decoupling. :)
Saddle Up for the Straight Talk Express - Dan Dimicco's sobering assessment.
Don't Be Tempted by Illusory Steel Demand - conflicting signals from domestic steel.
Cinco de Mayo Steel Report - even Brazil not spared from market paralysis.
When Blazing Furnaces Go Stone Cold - just how bad it got before inventories were depleted.
The Sheriff of Steel Strikes Again - POSCO weathers the correction in great shape.
Coal:
Coal Investors in a Quandary - discussion of conflicting outlooks fom analysts
Profit from China's Exploding Resource Blitz - China gets serious about dollar diversification
A Crash Course in ADRs - AAUK's quiet departure from the Nasdaq.
Massey Turns Lemons into Lemonade - surprisingly robust quarter for MEE
Hey, Who Turned Out the Lights? - an L-shaped "recovery".
You Missed the Bottom in Coal - Arch confirms some stabilization of domestic coal demand.
The Incredible 9-Bagger of the TECK Rally - TCK's return from the brink
Copper:
Copper's Davd and Goliaths - TGB - Taseko's earnings ... amazing potential!
Two Strikes Against a Beloved Copper Miner - PCU in focus.
Clearly I need to devote some more time to discussion copper. :)
Energy:
Discover Royal Returns in Natural Gas - ERF as best choice for NG exposure + income.
Natural Gas is Waiting for You - ETP and the midstream NG sector.
A Crude Awakening for Oilfield Services - LUFK and sector outlook.
5 Overlooked Gems of the Energy Market - discussion of the CANROYS.
Detecting Tremors in Natural Gas - solid call on DWSN.
Equipment Manufacturers:
Outsourcing Becomes the New Insourcing - decoupling and the equipment sector.
All Hail the Oracle of Milwaukee - JOYG always provides excellent insight.
Don't Get Mauled by Tyrannosaurus Terex - Terex looking terrible.
Bigger is Better, and Behemoths are Beautiful - BUCY - Bucyrus in focus.
Terex Won't Get Help Close to Home - horrific results from Terex.
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