Another Timely Discussion

42
Mon, May 5, 2014 - 11:26am

My friend, Dan, sent me this video yesterday. It's a timely discussion of several items we regularly cover here at TFMR so I thought I should post it.

Once again, this is Dan Ameduri speaking with Marin Katusa of Casey Research. In this latest video, they discuss:

  • Current contrarian investment ideas
  • Some of the equities they've discussed in previous presentations
  • Default risk and other issues with China
  • Potential safe haven and "bug out" locations

I think you'll find this interesting so please give it a listen.

TF

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turd [at] tfmetalsreport [dot] com ()

  42 Comments

cliff 567
May 5, 2014 - 11:35am

1st

it was just sitting there.

dgstage
May 5, 2014 - 11:39am
May 5, 2014 - 11:45am

More on MalAir370

Dr. Janda's friend, Mr. Garrow, seems quite certain that he knows where it is...(in the first 15 minutes of this podcast)

https://www.davejanda.com/guests/dr-jim-garrow/sunday-april-27-2014

Mr. Fix
May 5, 2014 - 11:45am

Thurd!

That's what I need! (investment ideas).

But so far, investing in myself just never seems to get old.

ArtL
May 5, 2014 - 12:00pm

top 5!

I plead the 5th

silver2013
May 5, 2014 - 12:15pm

Same old. Same old. Gold and

Same old. Same old. Gold and silver to the moon. Dollar to the toilet....yet dow keeps going up up up. Rules does not matter. If they want gold and silver ranged and dow up they could do it...its proven.

dgstage
May 5, 2014 - 12:17pm
Safety Dan
May 5, 2014 - 2:10pm
the_circle
May 5, 2014 - 2:23pm

FOFOA on paper gold pricing

Why More Buying means Lower Prices! (in paper markets)

In the leveraged market of paper gold, the more buyers that show up, the lower the price will go. Here is how it works. Let us say that we want to play on the front lines of gold price discovery; the futures market. We believe fundamentally that the price of gold must rise, so we become buyers of future gold. But let's say that we only have $5,000 to play with. So we pay our $5,000 margin to gain control of a $100,000 contract for 100 ounces of gold. If gold goes up $50/ounce while we hold this contract for future delivery, we will make $50 x our 100 ounces, or $5,000. A $50 rise in gold only represents a 5% increase, but our profit was 100%! We doubled our $5,000 turning it into $10,000!

Here's the problem. We don't have enough money to pay $95,000 more for the physical gold. And the bullion banks KNOW this. They know that there is a 90% probability that we will not take delivery. So when we placed our bid for 100 ounces of gold, they simply issued a brand new paper contract, not backed by real gold! This is pure paper gold inflation. And the more contracts there are, the lower the value of each contract. The same way supplying more dollars makes the value of each dollar fall. It really is the same thing!

https://fofoa.blogspot.co.uk/2009/08/call-of-century.html

sierra skier
May 5, 2014 - 2:34pm

Good morning.

Good morning. Regarding relocation I believe we are best off staying put in the US because we speak the language, are accepted as residents and it is home. Moving to a foreign country just doesn't ring true to me due to their firearms laws for one and also not being a native would possibly put me on their 'keep an eye on them' list. Being a foreigner would also have the locals looking at your 'wealth' with envious eyes.

Acceptance would be one of the worries of being in a foreign place during a major upheaval of economies.

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Key Economic Events Week of 10/21

10/22 10:00 ET Existing home sales
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10/24 10:00 ET New home sales
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Key Economic Events Week of 10/14

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10/18 Speeches from Goons Kaplan, George and Chlamydia

Key Economic Events Week of 10/7

10/8 8:30 ET Producer Price Index
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Key Economic Events Week of 9/30

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Key Economic Events Week of 9/16

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Key Economic Events Week of 9/9

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Key Economic Events Week of 9/3

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Key Economic Events Week of 8/26

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Key Economic Events Week of 8/19

8/21 10:00 ET Existing home sales
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