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Re: Trying to post a controversial article on H1N1

Bill - "One day my daughter who was only about 6 or 7 at the time brought "home" a young playmate she had met many times at the adjacent hotel swimming pool. The child told us that her father worked for the government..."

I hear examples similar to this all the time, I know someone personally who claims 1st hand knowledge during the gulf war US intelligence knew precisely where Saddam Hussein was every moment of the day.

09/05/2009 - 16:59
Equity Analyst Ratings

Bill, does the attached document qualify as per your request from Tues?

09/05/2009 - 15:12
Re: COT commercials net short gold for the week

cheapy - Have you been able to back-test the COT commercials correlation? I'm wondering if there isn't some kind of timing offset involved there or some such phenomenon...? The $USD is bound to receive some special FED support at some point, at which time Prechter's call will come true.

09/05/2009 - 13:43
Re: Discourse A and Discourse B

So ~98% of concerns are originated by non-posters and there are 50 to 100 persons posting who are securities industry registrants or corporate managers?

I will fully support the concept of a discourse B simply to gain access to their invaluable posts by filtering noisy and tangential chaotic discussion! And out of respect for them, I humbly promise not to post anything in discourse B so as not to interfere!

I'll admit I was a little puzzled concerning your opening post this morning, but now after 24 hrs it finally dawns on me where this is going... Call me slow!

This would be fantastic! ;)

09/05/2009 - 11:10
Re: Discourse A and Discourse B

Les - "I would have no further inclination to post if I can merely check in from time to time for the "B" discourse."

I'll meet you in discourse A, I still want to hear your "ramblings"

09/05/2009 - 10:59
Re: i think this may has

so2c - Great post, this indicates we're moving one step closer to removing the USD/Yuan peg and more towards global free trade practices. Yes, it definitely would cause dollar weakness and Yuan strength depending on how/where China obtains currency to execute the purchase.

09/05/2009 - 10:54
Re: Full Moon

"I mean, let's stop and think about why we're here. Yes, we're sociable and we're just showing our humanity. But, as I wrote, that's for the playground, and we need to spend most of our time in the classroom."

Agreed Bill, tangential conversations occasionally go too far. Perhaps some of this stems from a propensity for loosening comment after hours, which I look forward to as a kind of daily post mortem to sleep on.

The post mortem can be a powerful learning tool.

PS - When you mention being in XX% cash, is it safe for us to assume you are referring to $USD?

09/05/2009 - 10:08
Re: Unemployment Rate Rises to 26-Year High

jaycrescent - "rotating away from oil as an inflation hedge"

Okay, yet another excellent point for consideration. Thank you all, the collective thought process is an empowering tool.

09/04/2009 - 23:02
Re: inexplicable

Fransix - "The next step is negative interest rates"

Good point, we shouldn't forget to add this to the list of positives for POG. To add, I read on another blog there have been pre-G20 "leaks" that stimulus will remain in place.

09/04/2009 - 16:55
Re: My meeting today at the Cuban Embassy

"They sure could use a guy like you, Bill, to set up a Cuban stock exchange"

That's not a bad idea, it would be a blast to follow something like that.

09/04/2009 - 16:19
Re: inexplicable

I suppose economists probably believe higher rates would tend to suppress economic activity. I happen to agree.

09/04/2009 - 15:18
Another $70B

I just read another $70B of Treasury auctions are in the pipe for next week. Perhaps this explains some of today's Treasury price action and maybe some of gold's fervor.

09/04/2009 - 14:30
Re: Unemployment Rate Rises to 26-Year High

Grym - That works for me, a level-headed approach for sure. Keeping a tight rein on my stops and plenty of cash on the side in case of an "unpleasant" event. When one of my favorite money managers commits over 90% of his buying power to $USD cash, that tells me something...

09/04/2009 - 14:02
Re: Unemployment Rate Rises to 26-Year High

"Here's a partial list of what may be up."

Agreed, and another (new?) item for the list is reportedly Chinese are being advised to purchase gold. This kind of "news" resulted in a pop once or twice previously if I remember correctly.

My antenna are receiving a familiar frequency... The real McCoy in my mind comes suddenly with absolutely no warning.

09/04/2009 - 13:40
Unemployment Rate Rises to 26-Year High

Market shrugs at the news and proceeds higher... So why exactly is gold rising so quickly now of all times... Something's up; pray tell but whom dost thou wish to deceive? In the leaving of thee no soul shall grieve.

The market rally can't continue on this pace forever...

09/04/2009 - 11:13
Gold

Pretty yellow stuff has been hanging out in the clouds much longer than I anticipated this time, but I'm still betting it comes back to earth soon so I may reload. It always has...

09/04/2009 - 10:14
Re: Cara Community

Hammer1 - "For some us it may also be beneficial if some of the experienced traders identified what they feel are misguided posts... ones that may lead a novice trader to make poor trades. They also might provide a detailed explanation as to why they feel that way."

I support your request 100%, thanks for putting it out there.

09/04/2009 - 09:43
Re: Changes

play - Ben there, done that more times than I care to reflect back upon. LOL! I'm still trying to avoid the mistake of selling too early that which I know was a screamingly good buy and it's not easy, I've left a lot of money on the table. So I have to wait for new repurchase opportunities...

09/04/2009 - 09:39
Re: Changes

Play - Welcome, you have made some very impressive trades. I'd like to hear about why you sold AAPL too soon. Specifically, what influenced your decision to sell?

09/04/2009 - 08:37
Re: Dr. Ron

Absolutely, we can make money either way. And around the corner comes Sept 11th...

09/03/2009 - 23:32