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TMFAleph1 (95.32)

Something Insightful From a Precious Metals Expert

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August 11, 2011 – Comments (3) | RELATED TICKERS: GLD , SLV , AUY

This commentary dated April 2011 from Hinde Capital, the UK equivalent of Sprott Asset Management, is extraordinarily rich and insightful.

Alex Dumortier

3 Comments – Post Your Own

#1) On August 11, 2011 at 4:04 PM, Frankydontfailme (27.77) wrote:

Interesting piece, thanks for posting this.

It should be noted that this article was written before the $50 to $33 crash. Despite this, the writer argues that silver was not in a bubble (even at those elevated prices) and was nowhere near the 3 sigma event. 

The author recommended repositioning silver for gold in April 2011.

I believe Sinch is now reccomending raising some cash from miners... I am reccomending the same, but also a gold to silver trade as well. 

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#2) On August 12, 2011 at 12:36 AM, SLTFAF (< 20) wrote:

Thanks for posting this.  I liked the introductory piece a lot.  The part speaking about ruptures occurring in rockets as being products of systemic weakness that had its seeds planted much earlier...It is the same with the human body and our health.  This is why chinese medicine (herbs, acupunture, massage, etc) is so misunderstood in the west.  To make an analogy, western medicine waits for the rocket to break and then fixes it.  Chinese medicine fixes the systemic imbalance in order to prevent the crisis (but is often paralyzed in the face of crisis). 

Anyways, totally off topic, but maybe somebody is interested. 

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#3) On August 12, 2011 at 1:03 AM, TMFAleph1 (95.32) wrote:

Not off-topic if you believe in Munger's 'mental models' approach.

 

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