tag:blogger.com,1999:blog-816559531110064247.post9005154494103869873..comments2024-03-08T01:03:44.522-08:00Comments on Humble Student of the Markets: What to do about gold?Cam Hui, CFAhttp://www.blogger.com/profile/09672203690656029787noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-816559531110064247.post-51638880080869702362013-06-05T21:51:42.631-07:002013-06-05T21:51:42.631-07:00Interesting! Me and my bullion buyer would like to...Interesting! Me and my <a href="http://www.biltmoreloanandjewelry.com/collateral-types/gold-silver-platinum/" rel="nofollow">bullion buyer</a> would like to see more posts from you. Keep sharing!arizona gold buyershttp://www.biltmoreloanandjewelry.com/collateral-types/gold-silver-platinumnoreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-44215780839474964752013-04-21T23:48:49.954-07:002013-04-21T23:48:49.954-07:00was it really ONLY a disorderly liquidation?
It w...was it really ONLY a disorderly liquidation?<br /><br />It went down in 2 tranches, especially the second one looks weird.<br /><br />Ist tranche. Very likely one party, why (otherwise) would several parties sell at the same time?<br />Which opens the question why would a large party sell that way. Knowining that is it like tanking the price? <br />Looks like a big party started that, but a big party that wanted the price to go down.<br /><br />2Nd tranche similar. HFT not likley too much time in between. Spread of the sales (volumes and prices) clearly doesnot indicate a 'normal' spread of margin calls.<br />Also there it looks like a big party started it and one who wanted to get the price down.<br />Timing looked like perfectly made to push it through the next line of defence.<br /><br />Also the relation between 1 and 2 smells. To far apart for normal margin stuff, to close normally seent he amounts to be unrelated. This looks to be a huge strategic move. Decisions are usually not taken in 3/4 hour, there are more people involved for instance. <br /><br />Follow the money: seen the amounts involved there can be only a few suspects (several 10s max). And who of those does benefit from this and is likley to be associated with gold?<br /><br />We donot know a lot, there might be a good explanation. But it simply opens the questions is somebody or a group manipulating the gold price. And if so, why? <br /> Riknoreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-41082772848867431302013-04-17T23:26:35.014-07:002013-04-17T23:26:35.014-07:00Re:(Given how quickly the dividend has fallen, I a...Re:(Given how quickly the dividend has fallen, I am not sure how real that yield is, though.)<br /><br />you mean how quickly the stock (GDXJ) has fallenAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-49034701019190260662013-04-17T13:15:57.350-07:002013-04-17T13:15:57.350-07:00You need to SELL GOLD and to avoid dollar devaluat...You need to SELL GOLD and to avoid dollar devaluation, sell US assets too.<br /><br />http://www.cecm.sfu.ca/~rpearcea/dontvoteforgold.pdf<br /><br />You need to buy Japanese Yen. The next great bull market has started.<br /><br />http://www.cecm.sfu.ca/~rpearcea/dontpanic.pdfRoman Pearcehttp://www.cecm.sfu.ca/~rpearcea/noreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-51640164659070951642013-04-17T12:58:57.800-07:002013-04-17T12:58:57.800-07:00Don't Vote For Gold! Buy Japanese Yen!
http:...Don't Vote For Gold! Buy Japanese Yen!<br /><br />http://www.cecm.sfu.ca/~rpearcea/dontvoteforgold.pdf<br /><br />Also, don't panic. World markets will crash, but it doesn't matter.<br /><br />http://www.cecm.sfu.ca/~rpearcea/dontpanic.pdfRoman Pearcehttp://www.cecm.sfu.ca/~rpearcea/noreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-30691409687541192322013-04-17T08:06:33.755-07:002013-04-17T08:06:33.755-07:00Hmmm. Not sure about the Bear case saying that phy...Hmmm. Not sure about the Bear case saying that physical buys have to capitulate for the markets to move higher. <br /><br />Isn't it said that an investor wants a return ON their investment whereas a saver wants a return OF their investment? <br /><br />I would argue that in general etf buyers are investors, and physical buyers are savers. The key point in all that being a saver will never capitulate, it isn't part of their mindset. They take a look at their physical and say "Yep, still shiny."Anonymousnoreply@blogger.com