Further thoughts on gold

http://watch.bnn.ca/#clip136317
 
Derek Webb,  a speaks-plain english guy managing money from san francisco.
 
watch the
2 minutes from 11:35 to 14:00
of the clip
 
some good bigger-picture general comments re: precious metals and “monetary inflation” are made.
  
short term i expect  a correction in gold stocks.  right now everyone is ga-ga over gold but short term it is likely overdone and there could […]

John Zechner’s comments on energy, nat gas, crude oil

“market call tonite” 
http://watch.bnn.ca/#clip135928
  
gold and energy stocks tend to run counter to one another
if so, HOU and HEU are current buys, and HGU is a “lighten up” or sell.
I don’t think i’d have the guts to be shorting gold via HGD, but the next three months
should prove strong for HOU and HEU. 
 
come spring a rotation from […]

HEU-TSX is an imminent buy

this is the ETF that tracks two-times the energy index
 
technical indicators are at extreme oversold levels and about to turn up the all time low for HEU was reached several times on nov 20, dec 5  and dec 24th in the 3.40-3.75 range. it reached as high as $6.05 on jan 06 2009, but it has since given […]

Why GM could have succeeded if it really wanted to, and why it should fail.

There are past successes at GM.  The relative success of GM’s Europe and Asian subsidiaries shows that.  One such article from three years ago shows that GM, given the correct direction, can indeed make small efficient vehicles that people want to buy.
http://www.iht.com/articles/2005/08/08/business/van.php
Unfortunately, it chose to continue researching, developing, producing, and selling behemoth guzzlers that no […]

The “twenty-year rule”.

It looks like i’m not the only guy to have figured out that the world works in cycles.  Just look at the fashion industry—bell-bottoms have come and gone……….and come again.  I’ve seen acid-wash jeans twice now.  What’s next?–shoulder pads for womens’ jackets again?
Patrick Bedard is one of the old-hands at Car&Driver.  This is one smart […]

Why democracy can’t be exported to Iraq.

The one thing we don’t have in the developed world, is corruption.  Having spoken with people who have sold everything and moved to Canada, the one thing they comment on (for example, back in the Phillipines) is the rampant corruption that exists.
This is a mentality that is much like democracy, or the lack of it.  […]

Wave-theory. How cycles manifest in real life—such as traffic jams

 
Approximately five years ago, i read an article of how one researcher was applying wave theory to traffic jams.  The simple premise being that traffic jams could be define with a formula describing a wave.  This is a micro-example of my premise being that long-term economic forces shape human behaviours and thoughts over a period […]

JFK assassination. Conspiracy? Coup d’Etat? Other? And what it means for the next thirty years.

http://www.dallasnews.com/sharedcontent/dws/news/localnews/stories/DN-jfkfade_22met.ART.State.Edition2.4a60df2.html
Yesterday was the 45th anniversary of the assassination of JFK in Dallas.  Networks aired the 1991 feature film “JFK” by Oliver Stone.  I remember when it was released that it was draped in controversy, and accused of being a less-than-accurate rendition of what really happened.   To this day, I don’t think anyone really knows what […]

Why Vancouver is the poster-child for the world, for better and worse.

The new urbanism is spoken about frequently, in the same breath as Vancouver.  It is more than real-estate and shiny new condos, it also includes all the little things that have been part of Vancouver for a much longer period of time.
This just-published article delves into some of the challenges experienced by other cities as […]

Whither future war-time production if the Big Three are sold off? To the Chinese? To the Saudis?

Students of history will recall that after Japan attacked Pearl Harbour, the US industrial machine mobilized from its depression-induced coma, and pulled out all stops in the production of all sorts of military machinery and equipment.   During the Remembrance Day holiday two weeks ago, I watched a TV special that stated the auto-production apparatus of […]