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I’ve been lying low, deep within the underground catacombs of my hardened cee-ment (sic) bunker, waiting for the air to change before speaking with you again. Last week the dollar was on the edge of a knife, and it looked like it was poised to strike a blow against my precious metal position that even I, in my well-defended fortress– Haz-mat suited and full-fetal positioned– would find difficult to withstand.
But this morning, after a 36-hour narco-nap, I decided to “up-periscope,” fully expecting to witness scenes of post-apocalyptic societal dissolution. Instead, I found these guys scurrying about, handing out large wads of $100 dollar bills for 500 yuan a piece.
Is it possible we are just enduring one last head fake before the dollar re-asserts itself and makes mince-meat pies out of all my lovely precious metal and rare-earth positions? It’s certainly possible.
But for now, I will revel in the respite, as Stealth-Bernank and the Chinese work out their differences and my “tell-tale” stocks — UPS, FCX and the rare-earths (REE, MCP, AVL, QRM) move nicely here.
If you prefer gambling to regular, gentlemen’s club smoking room type investing (UPS, COP, CMI, MON, etc), then there are two current seat-of-their-pants plays I’m watching right now — sugar high confectionary profits in IPSU and a little-bit-nutty, a little-bit-slutty rare earth play AVL.
I also like SSRI, here, mostly for the pricetag on its silver.
God bless, and I hope to be with you more often this week.
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AVL dropping bombs.
Word to your Moms,
I like to drop bombs
I got more picks
Than the Bible got Psalms…
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bot some ipsu
today. thanks
added some Exk earlier.
Welcome back – we all know you are a busy, busy man, but we appreciate your insight.
Is #6 sleeping at all with the little one? My little one just turned one month old and I’m super excited for 5hrs uninterrupted sleep!
You’ll have to ask him… the only correspondance I get from him these days is torrential baby picturing.
The last grouping was pretty cute, I’ll have to admit… a little St. Paddy’s day outfit that said “‘Tis Herself” on the front.
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I saw morgan page in the air debut. such a wonder. You should replace the youtube with morgan page.
Let me correct myself. It is your blog I shouldn’t tell you what to do. But you should consider adding morgan page
Truthfully, I picked this one blind. I can’t see youtube from this box, but I figured everyone was tired of the traditional Collins’ version.
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man oh man..that sounds really good..
(time to burn a CD)
thanks, Mr Gint.
😉
Yes, good blind choice I think.
🙂
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I’m banking some UPS coin. Wishing I had went with COP instead of PBR though.
I can tell by your picture that you are a young man. When I was your age, Telmex (telefonos de Mexico, I think) was the hot Latin stock… and it would torture you, too… but if you held on to it…
But you must diversify… that’s why it’s the Seven Samurai, not the two samurai.
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I bot some GDX last week, thought you would be proud of me
Never a bad time.
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dude,for a minute there i thought you may have encountered hurricanes coming through the area over by you.
Tornadoes, 20 miles north of us. Killed many, including an entire family.
Send some money to Henryville, IN if you remember it.
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