Tag Archives: price

Tempted to buy gold? Better to be patient!

On January 8th, I published Why the price of gold skyrocketed and why it’s over! I’m beginning to see (finally) some acknowledgement that the price of gold inflated by the fear that a collapse in the global financial infrastructure was … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , | 15 Comments

Why the price of gold skyrocketed and why it’s over!

Everyone is fascinated by the yellow metal.  I’ve been to exploration sites as far north as Nunavut (by the Arctic Ocean) and south to operating mines in Chile.  But determining what it’s worth remains a conundrum to all of us. The price … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 11 Comments

AAPL Sauce – The downside of upside!

Back in July I published a commentary warning about the perils of following the herd into a much loved stock. The risk is not disimilar to my previous post concerning the current love affair of investors in general with bonds. … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , | 3 Comments

The ‘bonds’ are back in town? Don’t be fooled!

Back on June 4th, in my commentary suggesting Yogi Berra (“When you come to a fork in the road, take it!”) would make a great investment strategist I thought at the time we were indeed at a fork in the … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Apple – starting to rot? RIM and Motorola been there!

Disappointing results from Apple this past quarter just may be an early sign of more rot to come .  Being more experienced as a portfolio manager has its advantages…if only because of the benefits of hindsight.  Sexy products have a lifecycle that … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 1 Comment

Beware a German Bund Fight!

I’d like to revisit a recurring phenomenon – and a reliable contrarian indicator – that befuddles the logical mind yet regularly creates investment opportunities. I’m inspired (again) by this comment I received from a fellow investment professional: “I have read … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 1 Comment

How I predicted the decline in GOLD price!

The gold price has declined from the roughly $1750 level back in February to less than $1550 (more than 10% in 3 months).  It could be a screaming buy, but I’d discourage anyone from jumping in at this juncture.  What … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 2 Comments

OIL price already well on its way to my forecast $120 WTI.

As is often the case, once you recognize an opportunity it begins to run away from you…unless you act quickly.  Almost immediately after I published a comment about oil prices rising in the late spring they headed north. This is why investment committees (requiring consensus or third party approval) … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , | Leave a comment

GOLD? How to avoid BAD timing!

I deal with the sensitive issue of ‘timing’ in both my books, and many (if not all) of my commentaries on this Website. One of the key warning signs I presented last year was when bigger organizations (usually run by … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , | 3 Comments

A case for $120 WTI oil – and sharply higher stock prices.

Back in July I was surprised to notice that oil prices continued to remain firm during the odd 2011 summer months (an anomaly caused by strife in the Middle East) when ordinarily we experience softness in energy prices that time … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment