I had heard Geraint’s interview on the BBC a long time ago and finally remembered to get this up … if you want to know how the financial markets really work, and why so much greed out there, just give this book a read. Very disconcerting to say the least. Some of us are honest [...]
Archive for September, 2009
Thu Outlook : CityBoy – Dollar – Copper – Obama Health
Posted in Commentary, tagged Book, Copper, Credit, oil, OPEC, US Dollar on 10, September 2009 | Leave a Comment »
Got Uranium ?
Posted in Commentary, tagged Nuclear Energy, Uranium on 9, September 2009 | Leave a Comment »
♦ we may see a uranium revival after all in those junior uranium equities which have been more or less “destroyed” these last 18-24 months … here an FT article
Wed Outlook : Consumer Credit – Rally On – Dollar – Gold
Posted in Commentary, tagged Consumer, Copper, Credit on 9, September 2009 | Leave a Comment »
♦ What are “they” smoking over at Recovery-Green-Shoots Central ? CONSUMER CREDIT For release at 3 p.m. (Eastern Time) September 8, 2009 : Consumer credit decreased at an annual rate of 10-1/2 percent in July 2009. Revolving credit decreased at an annual rate of 8 percent, and non-revolving credit decreased at an annual rate of [...]
Banks !!! Alert !!! US Dollar !!! Alert
Posted in Commentary, FX, tagged banks, Currency, Debts & Deficits, Euro, NWO, US Dollar, Video on 8, September 2009 | Leave a Comment »
Currency Crash Possible : The dollar will weaken and the U.S. risks seeing a crash of the currency unless it does more to control the deficit and reduce debt, said New York University Professor Nouriel Roubini, who predicted the financial crisis. “If markets were to believe, and I’m not saying it’s likely, that inflation is [...]
Tue Outlook : Gold – Payrolls – Banking Sector
Posted in Commentary, tagged banks, CRE, Jobs, Silver, US Dollar, Video on 8, September 2009 | Leave a Comment »
♦ in Hot Pepper 06.09 – HP7 we warned about the support levels on the US Dollar … please review. Today we see USD at 77.23. A sustainable break below the levels in that HP would likely signal some serious PM rises… ♦ Gold and Silver are considerably up today We have repeatedly warned about [...]
Mon Outlook : FX, Gold, Oil, Moore
Posted in Commentary, FX, tagged Currency, Gold, oil, OPEC on 7, September 2009 | Leave a Comment »
♦ Labour Day : markets in US and Canada are closed ♦ Today, USD weakening to 1.4348 against Euro but a bit stronger against JPY – if EURUSD can cross over to 1.445 we should have a run up to 1.475 possibly testing 1.48 ; risk appetite looks still good therefore I do have some [...]
Links
Posted in Links on 6, September 2009 | Leave a Comment »
Video:Gold Rush by Many Investors Could Push Price Up to $1,200 Video:US Fundamentals are weak ! BLS …. B(L)S Video:Charles Biderman – Insiders sell sell sell $$$$$$$$$$$$$:The Concord Coalition Plausible Baseline $14 trillion Fleck:Why this rally might head into fall After recovery, stocks face sell-off and ‘an environment with twists and turns’
GMR Portfolio Performance : 5 Sept 09
Posted in Performance on 6, September 2009 | Leave a Comment »
Overall : +37% YTD profits = $38,298 + YTD pending profits = $20,677 —> Tranch #1 : +46% ; Tranch #2 : +26% ; Overall : +37% apt —> markers : SP500 @ 1016 | HUI @ 409 | DJI @ 9441
CanDollar – Viewpoint
Posted in Commentary, tagged C$, Resources on 6, September 2009 | Leave a Comment »
We have repeated our stance often in the GMR Letter, that the longer term fundamentals,to our way of thinking, look positive. We also repeat here that investing in a trend like commodities in a strong currency tends to boost overall performance accordingly because the “kicker” comes from the FX conversion. The banks in Canada are [...]
Mon Outlook
Posted in Commentary, tagged Copper, Portfolio on 13, September 2009 | Leave a Comment »
We have just this past Friday updated GMR Letter subscribers with two (2) new base metal companies we feel should give value on rising copper prices. Due to travel this week, the blog will remain relatively sparse in commentary. GMR Portfolio Surges Higher : +42% YTD profits = $38,298 + YTD pending profits = $33,298 [...]
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