homo sapiens financialis :-)
Friday, July 31, 2009
homo sapiens financialis :-)
Wednesday, July 29, 2009
.. the commodity stocks fell even much more than the commodities itself
oil WTI -1.47%, gold -1.56%, silver -2.49%, my portfolio -2.86%, natural gas -2.9%, XAU -4.02%, barrick -4.23%, HUI -4.27%, silver standard res. -5.34%, goldcorp -6.18%, rangold -7.57%, ...
there are sunny days, there are rainy days and there is a complete desperateness ... like today
Tuesday, July 28, 2009
ps: i'm not sure if the homo sapiens did learn anything over centuries, let's look back to 1711 in tek's blog about the south sea company mania
pps: you still remember my initial blog post on vg gold issue?
ppps: thx goodness i've stuck 2 my investment strategy and didn't catch the fast buck @CAD 0.29 as the stock was @ CAD 0.405 today. btw, who knows how long will the party last?
indicated conclusions: do not waste your time + money on wrong things! buy just the right ones! this investment stuff is soooooo easy
as always, follow the InformedDiscussion here or simply drop a comment bellow :-)
Saturday, July 25, 2009
=> is that just an InformedChart or already a PictureOfNoReturn???
(source: st. louis fed )damned hell! that's worse than in zimbabwe, argentina, germany (after WW1 + WW2), russia, hungary, ... COMBINED, isn't it?
(addendum, december 19,2009) next chart added, even a little bit worse than the 1st one because it begins 40 years earlier, i think:
(source: http://www.dollardaze.org/)what 2 do facing these monstrous 'market conditions'? well, i think the best solution is to buy some hard/real assets which cannot be printed out of thin air like paper money ~ commodities, (fair priced!) real estate + farm land, gold + silver [= money of market's choice over thousands of years], revenue generating business, ... and last but not least: to spend some money + time with family + friends
good luck ;-)
btw, in order 2 read the discussion on this topic switch 2 informedtrades, ok?
Wednesday, July 22, 2009
folks, u know rob mcewen? yes? fine! no? also fine, just imagine the 'warren buffett' of the gold market
thx goodness i’ve increased my stake in vedron gold in may by approx. 60%. not bad jaro, not baaaaaaad at aaaaaaaall, yabbadabbadooo
btw, 3 years ago (march 5, 2006), he announced to take-over 4 (nevada based) gold companies and bought 3 of them actually (nevada pacific gold + white knight resources + tone resources) … he also bought a major part of minera andes (@ CAD 1, current price CAD 0.83) recently, so let’s hope his appetite 4 gold stocks isn’t satisfied yet ... good luck, rob
ps: lexam explorations (one of mcewen's companies and the actual buyer of vedron's stock) is +35.71% today (maybe is their vedron investment at current price more worth than lexam itself - let's check the numbers later o). well, it's also nice 4 my portfolio even if lexam is still 50% down compared to my purchase price in summer 2007 (far before the october 2008 crash for most metal explorer stocks have destroyed sooo many dreams). btw, mcewen's flagship us gold is +2.33% today.
pps: folks, you still remember my comments about rob mcewen in my blog post concerning the gold-dow-ratio (Posted 07-19-2009), don’t u?
ps: 2 read the whole discussion, pls go informedtrades.
pps: folks, i do feel like if bravo venture could be the next take-over target ... wanna read more ? oki, pls follow here ...
addendum april 12, 2010: king world news interviewed rob mcewen on april 10, 2010 ... wanna hear the interview? pls go here :-)
In this interview Rob discusses the disastrous course of US policy, the possibility of hyperinflation in the US, consolidation in the mining sector, the coming explosive mania that will send gold skyrocketing in price and much more.
Monday, July 20, 2009
it quotes @ $3.64 now, my next buy limits are set to $3.33 and $3.13, but i do not really think we will see that price again ... [30 minutes later] ... folks, it's soooo late in munich, i'm going to bed now, gas quotes @ $3.69 as the USD is falling against the €UR slightly and all (so early) traded commodities (gold, silver, oil, gas, ...) are slighlty rising in their USD notations... do u call that a zero-sum-game 4 europeans, don't u?
btw, i would like to buy also wheat @ about $500 - $530, but (for my security needs) my trading account is not capitalized accordingly, so let's stick 2 silver, o-juice, gas + coffee ...
ps: got some orange juice & coffee today?
addendum december 7, 2009: natural gas is +8.31% today ... read my 2 happy comments below :-)
pps: update march 17, 2010: #jarosells orange juice (or see comment #3 below)
Sunday, July 19, 2009
100-years-chart (view full page here: http://twitpic.com/atjk8):
btw, rob mcewen's us gold is my single biggest (stock) investment, but unfortunately still struggling a lot . anyway, i think/hope/believe they'll find some significant gold deposits ... and develop gold mines ... and pay fat dividends ... and their stock will skyrocket as goldcorp's led by rob mcewen did many years ago .
ps: instead of care i would rather take share in that gold rally started in 1999 and lasting till ??? ... well, who knows that, but let's hope that this 100-years-old-indicator will not prove wrong this time :-)
addendum 05/25/2010: no, no, no!!! there is a guy who wants 2 destroy all my believes abt gold, stocks, good & evil ... OMG! OMG! OMG! robert rethfeld, the www.wellenreiter-invest.de guy, posted the dow-gold-ratio since 1800 and look: the ratio is not going 2 reach 1 or 2 any time in the future, is it? does that really mean that stocks outperform gold in the long run? btw, are the DJIA dividends included in the DJIA price calculation?
folks, im not going 2 believe that crazy stuff (posted on may 22th, 2010) 2day.... lets go 2 bed and think abt that 2morrow :-)
Saturday, July 18, 2009
we've just booked a hotel and breakfast, so there will be plenty of opportunities to go outside and see the life out there + visit some temples, volcanoes, rice fields, komodo dragons, ... and maybe also jakarta/java, but i'm not sure if jakarta is not toooo far away ...
we'll look at the offers from local travel agencies .. and i hope we will see a many new + interesting people + things there :-)
Friday, July 17, 2009
- july 17, 2009 = $935.0 ........... today
- dec 31, 2009 = $1,096.5
- dec 31, 2010 = ?
- dec 31, 2011 = ??
- dec 31, 2012 = ???
Wednesday, July 15, 2009
- cbh resources - base metals, gold in australia
- cardero resources - iron ore, copper, precious metals in peru, usa, argentina
it sounds like a sound investment 2 me. i think benjamin graham & warren buffett would be very proud of me .
to see all comments, pls visit the informedtrades website here.
addendum, december 19, 2009: just wanna borrow CAD 87.341 million, who's gonna help me?
folks, stock markets are sooo crazy, you know? there are days i don't believe my eyes! do u know what do i do then?
well, i watch the unexpected stock price quote, look 4 possible company news, read the company message twice, look at the quote again, read the message again, sometime even try to put some funny numbers into my calculator (and always throw the calculator away as it neither gives me a result nor an answer as i'm prolly too stupid to use it anyway), then take a walk, drink next cup of coffee, watch the new quote after returning back ... btw, you can call yourself 'happy' because you don't need 2 hear how ugly do i swear abt the sooo stupid homo sapiens financialis on days like that
i know, dear readers of my blog, you still remeber these strange cardero resources guys with all their strange iron ore, gold, copper projects in peru/usa/argentina, don't you?
well, the current quote was abt +25% today. me, happy, thought: hell, they've found the next eldorado or got a bulk of money from FED for ZERO interest rate or BOTH! forget it, nothing like that happened! what was the market mover 2day then? yep, the chinese partners have paid the remaining USD 88 million (USD is correct!) on their major peruvian iron ore property. hmmm, of course they did, why shouldn't they? well, the stock closed trading @ its day low, which was +14.62%, anyway.
we've spoken abt all these book value / cash reserves / etc. things above. hmmmm, what's your guess concerning the current market capitalization of cardero? ... you are right, it is only CAD 87.341 million. again, CAD is correct! also i don't see the current cad/usd ratio i can tell you the buck is even stronger than the loonie at the moment! (i have both currencies as usd/eur + cad/eur pairs in my watch list, because i do sometimes compare (~not compute! still the same calculator issue) the prices of my u.s. + canadian stocks in germany and america, you know?)
UNBELIEVABLE! the've just got USD 88 million + still have plenty of cash from the 1st rate payment of USD 12m + mineral deposits in peru/usa/argentina + investments in other companies like the 2 which i've posted above + petty cash + whatever else they own/posses !!! do you call markets RATIONAL?
well, lets borrow the antic CAD 87.341 million + buy the whole company + enjoy the UNBELIEVABLE!-assets!!!
hell, hell, hell! this investing stuff is sooooooo easy :-)
thx, mr. market, thx!
ps: does someone have the telephone number of the money-printing-wonder bernanke? of course, just in case there will be not enough money to borrow inside the blogger community :-)
Tuesday, July 14, 2009
- first of
- all, i do follow social media websites like twitter, facebook, xing, youtube etc. soooo often and soooo long that i simply do not have much time left
- i've already invested all available money in the last few months / weeks. btw, my last stock purchase was the exercise of my rio tinto warrants on july 1st. well, there are no additional investment funds currently and i'm also not going 2 sell my gold / silver / green energy / commodity / technology stocks yet ... why not? hmmmmm, i'm waiting till the DJIA will quote @ about 1 or 2 oz gold. 'cos the DJIA/gold ratio fell just bellow 9 recently it could take some more time, couldn't it?
- i still haven't found any peace of mind because of soooo much nonsense & injustice in my daily office job (i'm a software developer, u still remember that?)
- i do know that i'm not the super-duper talented market timer so i do not try to do much noise in my CFD trading account anyway ... i hope i have a comfortable margin coverage now (approx. 2,000 €uros) so i just add 2 my commodity positions like silver / natural gas / sugar / orange juice / coffee if i believe the prices are damned low ... and in the most cases the damned prices become even lower so i buy even more of that stuff ... did i read too much about jim rogers lately?
- i do not use to sit so many hours in front of my pc as before
- folks, is it prolly a combination of all of that? who knows
watch out, it's soooo important but damned hard to digest :-(. well, we shouldn't forget that it was warren buffett's lecture on his road 2 become the richest man on earth)
van tharp (trader coach)
some more stuff
german books (if you want 2 pay with dollars. btw, for €uro accounts just scroll down :)
b) amazon germany books (here you need €uros :-)
of course, 1st you need some finance books ...
... and then some be happy / be balanced / esoteric books :-)
... but i would like to take s.th. more funny with me ... hell, what do u think: should i take jack schwager with me
... or peter lynch?
or better my wife + the kiddies? just kidding :-)
btw, what are my all-time-favorites? well, here we go !!!
Sunday, July 5, 2009
it was much cheaper than expected! pls, don't ask me with how many 'stars' was our vacation cottage rated, ok? btw, our eldest daughter proposed to contribute some money to our family's vacation cash-box just in order to allow us to choose a more interesting holiday destination than the usual mediterranean sea. what a child, isn't it? ... do i understand this situation correctly if i hope that there could be some funds left 4 additional addendum 2 our gold/silver stocks soon?
let's think how to invest 1,000 - 2,000 €uros in our commodity / hard assets column As Smart As Possible (=: asap, or more precisely my investing based redefinition of that famous acronym :-). what about physical silver, silver-ETFs, commodity stocks, renewable energy, nanotechnology ... any suggestions yet?