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Showing posts with label Seeking Alpha. Show all posts
Showing posts with label Seeking Alpha. Show all posts

AC2011 Session 1.2 Come Undone: Kyle Bass redux

Global Debt Crisis: Greece -> Europe -> Japan?
http://seekingalpha.com/article/335741-checkmate-for-japanese-sovereign-debt





remember this? ...



http://youtu.be/5V3kpKzd-Yw

Kyle is back for the third year in a row, as the star of Session 2 on Day 1 at AmeriCatalyst 2011, which took place Nov. 6-8, 2011, in Austin, Texas.

(Please note: I have removed the music soundtrack for the first 30 seconds and re-uploaded the entire video. For those of you in countries where the copyright laws prohibit showing this video because of the music, please view the other version).

The interview of Kyle begins at around 2 minutes, 30 seconds into the video.

Uploaded by eurocatalyst on Dec 1, 2011

4 Miners That Stand To Benefit From Increased Inflation

Everyday Finance via Seeking Alpha

FULL ARTICLE POST HERE with fundamental descriptions.

  • Agnico-Eagle Mines Limited (NYSE:AEM)
  • Silver Wheaton Corp. (NYSE: SLW)
  • North Springs Resources ( NSRS.OB)
  • Coeur d'Alene Mines Corporation (NYSE:CDE)

The Time to Reallocate From Silver to Gold Draws Near ?

by Eric Parnell, Director of Gerring Wealth Management

While the silver mania may be nearing a top, gold represents a favorable choice for investors seeking to establish or maintain hard asset protection in their investment portfolios. A variety of factors are supportive of gold including government policies driving continued dollar weakness, solid technicals and positive qualitative supply-demand fundamentals. Gold remains a volatile asset, however, so positions should be monitored closely, particularly if signs emerge that the U.S. dollar is set to strengthen sustainably.


As mentioned in my previous article on the subject, I have been bullish on silver for the last few years. So while the current silver mania is certainly a positive development, it also presents a potential dilemma looking forward. At issue is the fact that a key underlying factor supporting the silver thesis has not changed, which is hard asset protection against inflation and currency debasement. In exiting a silver position, what is the best investment alternative to maintain (or hopefully even enhance) this portfolio protection? Fortunately, the seemingly best choice is also the most obvious – shifting from silver to gold.

...

A variety of factors continue to support a favorable thesis for gold going forward.

1. The Rise in Gold Has Been Generally Rational - Gold is NOT in a Mania

...

2. Gold is Behaving Rationally from a Technical Perspective

...

3. Gold’s Qualitative Story is Positive

...

More...

Full Post on Seeking Alpha:
http://seekingalpha.com/article/265084-the-time-to-reallocate-from-silver-to-gold-draws-near





Note: This opinion commentary was posted by Parnell for informational purposes only. Eric Parnell holds paper AG and Au -- this commentary should be interpreted in that context.
Eric Parnell is the Founder & Director of Gerring Wealth Management (http://www.gerringwm.com/), a Registered Investment Advisor based in Pennsylvania and serving clients nationwide. Eric founded Gerring Wealth Management in 2005 with the mission to provide clients with personalized financial planning and investment strategy services at a low cost. Prior to starting Gerring Wealth Management, Eric served as the Director of Investment Communications for SEI Investments, the largest institutional investment management firm in the world with over $100 billion in assets under management. Eric also previously served as an Economist for Moody's Economy.com and as an Research Associate for Economists Incorporated in Washington, DC. Eric holds a variety of distinctions including the Chartered Financial Analyst (CFA) designation and is a graduate of Dickinson College (BS Mathematics and BA Economics) and Drexel University (MS Finance). Eric is also a member of Phi Beta Kappa.

Thangavel of Lakshmi Capital says: Silver Buying Opportunity Emerging

Seeking Alpha March 25, 2011

http://seekingalpha.com/article/260150-silver-buying-opportunity-emerging
The "Commitment of Traders" report indicates that speculators are not responsible for silver's rally. Very surprisingly, Managed Money net long positions have actually decreased significantly during silver's latest rally. Since February 15, the Manged Money net long position has decreased by 10% while the price of silver has actually increased by 21%. Taken in a vacuum, this reading is extremely bullish, as it indicates that increased speculation by highly leveraged futures traders is not responsible for silver's recent rally (a problem evident in corn and crude oil futures).

Ananthan Thangavel is the Founder and Managing Director of Lakshmi Capital
http://twitter.com/#!/LakshmiCapital 

SLV Inventory Hits Record High : Tim Iacono, Seeking Alpha

http://seekingalpha.com/article/257534-slv-inventory-hits-record-high?source=feed

The “tonnes in the trust” at the world’s most popular silver ETF – the iShares Silver Trust (NYSE:SLV) – reached a record high yesterday at just under 11,000 tonnes after a series of additions over the last month totaling more than 600 tonnes.