VIEW JULY 2010 ISSUE IN PDF
VIEW JUNE 2010 ISSUE IN PDF
VIEW MAY 2010 ISSUE IN PDF
VIEW MARCH 2010 ISSUE IN PDF
VIEW NOVEMBER ISSUE IN PDF
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JULY 2010 |
July 4th 2010 Bulletin
"All signs point down"...
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Last June 11th when the Dow was at 10,155 I noted
that a bottom looked to have been formed based on
the record setting exodus of investors from US equities,
apparent extremely negative sentiment, oversold
technical readings and the record levels of cash on
the sidelines and in non-financial companies treasuries. |
JUNE 2010 |
Predicting a bottom... |
Last Month, your commentator
was busy analyzing
reams of data
at his Thailand office
while reassuring associates
that in reality
in most of the country
was very difficult to tell
there was any Insurrection. |
MAY 2010 |
Inside This Issue:: |
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Debt Crisis:
is the 30 year
bond bull market over? |
The slow motion train
wreck that is the Euro
continued to derail
during the past weeks.
In the latest development
the bond market
reacted negatively to
the announcement of
an IMF and European
Union Greek rescue
package and Greece’s
subsequent request
that it be implemented.
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Crude Calculations
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- Gold and gold stocks have broken out to the
upside we expect new highs in the coming
months.
- US equities remain in a bull market although
sentiment readings indicate the market is
now ripe for a correction.
- Dollar should continue to fall against Asian
(ex-Japan) and commodity currencies (Krone,
Canadian/Australian Dollar) while gaining in
terms of the Euro and pound.
- Buy oil and oil stocks as the upside far out
weighs the downside.
- Sell US treasuries
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MARCH 2010 |
Inside This Issue:: |
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The Forgotten Bull Markets |
In the last issue we described how the developed world’s leaders
walked a razor’s edge: on one side a demographic implosion and
deflationary collapse looms. On the the other an inflationary spiral,
exploding debt service costs and sovereign default threatens. In this
issue we focus on what has gone hand in hand with every crisis in the
past century: opportunity. |
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Crude calculations |
- Gold’s correction is nearly complete
and is setting up for a major move in its
multi-year bull market.
- US equities should begin moving higher but
will under perform emerging markets
Biotech stocks are the clear leaders.
- Dollar rally is nearly complete expect a
resumption of its down trend.
- OECD economic growth to slow by Q3
necessiting further government and
central bank support
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NOVEMBER 2009 |
Inside This Issue:: |
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The Bubble That
BrokeThe World |
In 1931 Garet Garret published
“The Bubble That Broke The
World”, which chronicled the
global private and public debt
bubble which preceded the great
crash and depression. |
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Black Swan?
An Iran
Attack is the furthest
thing from everyone’s
mind... |
Once again the Iranians
have reneged on agreements
regarding their
nuclear program. Deja
Vu? Gold in the 1970s |
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Betting on Mexoro
the next gold stock
super-star? |
Mario Ayub’s latest gold mine is unlikely
to be his last and that’s very good news
for Mexoro and its shareholders. |
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Market Data
DJIA
DJTA
NASDAQ
FTSE 100
Nikkei Average
Hong Kong
TSX
TSX Venture
TSX Gold
Amex Gold
TSX Oil
Maedels Favourites
Metals
Anglo Amer
OTC: AAUKY $20.35
Gold Fields
NYSE: GFI $14.65
Ivanhoe Mns.
NYSE: IVN $12.49
Lynas Corp.
AU:LYC $0.51
Lakeshore G.
TSX: LSG $3.50
Mexoro Min
OTC: MXOM $0.47 |