Full of sound and fury, signifying nothing

December 3, 2011

Tomorrow and tomorrow and tomorrow, Creeps in this petty pace from day to day To the last syllable of recorded time, And all our yesterdays have lighted fools The way to dusty death. Out, out, brief candle! Life’s but a walking shadow, a poor player That struts and frets his hour upon the stage And [...]

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Protests, Camping, and Grumpy Old Men

November 26, 2011

Last week I shared my thoughts on why the world is messed up. Sadly, nothing has changed. While my friends in the USA celebrated Thanksgiving, here in Canada, and more specifically Toronto, we celebrated the end of the “Occupy Toronto” protest. Actually “celebrate” is too strong a word: “oh, it’s over, okay” would be a [...]

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Why the World is Messed Up

November 19, 2011

I am starting to think that the world is even more messed up than I thought. We all know the financial world is messed up. The Euro Zone is crumbling. U.S. debt will probably be downgraded, again. Syria is sliding into civil war (but don’t worry, there’s no oil there, so the world won’t be [...]

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Gold Seasonality: Time to Buy Gold?

November 12, 2011

Now that we are through the mathematically interesting but practically unimportant 11/11/11, let’s talk about a statistical anomaly that is more relevant: gold seasonality. (For those of you who missed it, 11/11/11 brought out all sorts of math nerds. My two favorite items of “11″ trivia: If you multiply a series of ones by a [...]

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Canada: First Country on the Gold Standard?

November 5, 2011

Is Canada really on the gold standard? No, not officially, but it’s quite possible that it could happen in a de facto sort of way. Here’s the story: The Royal Canadian Mint, owned and operated by the government of Canada, is issuing a $250 million Initial Public Offering of Exchange Traded Receipts backed by it’s [...]

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A New Bull Market?

October 29, 2011

Is it possible that we have entered a new bull market? Two weeks ago I asked “Is an Inflection Point Coming?” You could make the argument that we reached that point, and a new bull market has started. Let’s review the evidence: First, the Dow has broken out of it’s three month trading range (10,600 [...]

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If you had $100,000, where would you invest it?

October 22, 2011

Last week I asked the question: “Is an Inflection Point Coming?” I referenced the “Occupy” protests, occurring on Wall Street, and in dozens of other countries. What happened with the Occupiers this week? Nothing much, it would appear. I also referenced the work of George Ure at Urban Survival, and Clif High’s predictive linguistics work [...]

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Inflection Point Coming?

October 15, 2011

This could be a very interesting weekend, and week. The Occupy Wall Street protests are in full swing, and have spread to many other cities. Even Toronto gets to have it’s own, imitative, protest. Of course occupying a street in the financial district while all of the business people are at home for the weekend [...]

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Silvercorp still a strong buy; everything else, not so much

October 8, 2011

This is Thanksgiving Weekend in Canada, so Monday is a holiday (the Toronto Stock Exchange will be closed). The weather here in Ontario is fantastic. We are expecting temperatures up to 25 degrees Celsius on Saturday, and 26 on Sunday, which is perfect summer weather. I shut the swimming pool heater off two weeks ago, [...]

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Silvercorp, Quarter End, and October

October 1, 2011

Welcome to October. Here in my corner of Southern Ontario the weather has become decidedly colder; it feels like October. Two orders of business on this brisk day: SVM.TO – Silvercorp Metals Inc., and the September quarter end. First, SVM.TO – Silvercorp Metals Inc., as many of you may be aware, has been the subject [...]

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