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By Monty Guild & Tony Danaher, on April 29th, 2008
BE CAREFUL WHAT YOU WISH FOR
Of all commentaries that we have ever written, those dealing with ethanol and the subsidies that they enjoy have been our most controversial and have generated the most criticism from readers. It seems that our anti-ethanol comments in early 2007 were the most criticized. It is more than a little ironic that this was also one of the several times we warned our readers about the coming rise in food prices…and look what has happened in just fifteen months.
May I include an excerpt from our commentary written on January 26, 2007?
“GLOBAL . . .
Continue Reading: BE CAREFUL WHAT YOU WISH FOR
By Monty Guild & Tony Danaher, on April 21st, 2008
Hello and warm wishes to you this April 21, 2008.
ARE YOU KIDDING US JOHN?
In the three way battle for worst economic policies, Obama has a narrow lead but both Clinton and McCain are close behind.
In our opinion, there is a simple and accurate one word description of John McCain’s proposed economic policies…terrible. Is he really a Republican? I doubt it after seeing his proposals.
One thing is sure, if any of the three were to implement the economic policies that they have so far proposed, inflation would take off like a rocket in the U.S. . . .
Continue Reading: ARE YOU KIDDING US JOHN?
By Monty Guild & Tony Danaher, on April 14th, 2008
A LITTLE MORE ON SHORT POOLS
We have had many inquiries about the comments regarding short pools attacking stocks. What types of stocks do they attack? Clearly it would be stocks in an industry with declining fundamentals like financials. The most recent example mentioned of short pools was in the context of their involvement in the Bear Stearns decline that preceded its forced sale to J.P. Morgan. Other financials are likely to come under attack due to their deteriorated fundamentals.
People have asked about whether they are attacking gold, energy, food or base metals stocks. Our answer is, . . .
Continue Reading: INFLATION IS EVERYWHERE…OUR STRATEGY
By Monty Guild & Tony Danaher, on April 7th, 2008
GOLD STOCKS ARE GETTING CHEAPER VERSUS THE METAL ITSELF
In recent months, gold stocks have lagged in their performance and have not kept up with the appreciation of gold itself. As a result, we have been shifting some of our gold investment into shares and away from the metal.
We continue to favor shares with as little derivative exposure as possible. We have been purchasing those with a royalty model, or those which self finance through share sales.
These articles are for informational purposes only and are not intended to be a solicitation, offering or recommendation of any . . .
Continue Reading: GOLD STOCKS ARE GETTING CHEAPER VERSUS THE METAL ITSELF
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