tuna can factor investment strategies ~ thunfischdosenfaktor

folks, i've just finished reading michael rehberger's 40 pages e-book 'thunfischdosenfaktor' about investment strategies in a sovereign debt crisis environment => i.e. strategies which should outlast both a monetary reform & state bankruptcies in the near future. hell, why tuna cans? just think about it for a moment, my dears ;-)

source of the picture + free download of the e-book: http://rehberger-werte.de/

any quick wins? yep, here is the summary:

source: here

what's your opinion? damn, you wouldn't expect that precious timber is a higher safety rated investment than gold, would you? of course, don't forget the inflation & deflation monsters, did you already?

coming soon or never: my insights on the subject :-O)

fighting against inflation ... ~ deflation?

unbelievable, the inflation monster (picture) was really created by the ECB (source: ECB (!!!)): and yes, the whole ECB inflation website is a bad joke if you asked me ;o): 

well, if FED + ECB are going to print money like crazy and the inflation monster is going to eat us alive, let's try to protect myself & my family a little bit => let's buy some gold + silver related assets => go gold bugs go and lets crash the fraudulent paper money system NOW 

part one:

part two:

good luck, my dear buy and hold commodity plays and yes, let's come back here at the end of the year in order to decide / see if this buy decision was right ... of course, there are some commodity trading plays as well :-)

more about inflation? probably here

OMG, my dears ... it is going to be a hard fight against the inflation monster, you know?

addendum sept 24th, 2012: inflation was last month's / week's mode ... today is the USD a little bit stronger against euro (+0.37%) and also against few other paper buddies ... and yes, there is dark red ink all over the equity & commodity boards / markets ... damn, why has that USD still that much power?

deflation :-(

equities / commodities / my trading account / etc down, paper money up ;o((

deflation in my trading account :-((

golden bubble?

is there a bubble in gold already? eric sprott says NO. hmmm, who knows that 4 sure?

http://twitpic.com/2y9h55

psl dont ask me what global assets are cos ive no clue ... but i can tell ya, in the internet era steals/uses one author the stuff from some other and all of us are proud of our 'independent' research/information 

... silberjunge steals from erste group, sprott from silberjunge, jesse (JESSE'S CAFÉ AMÉRICAIN) from sprott, me from jesse ... btw, gonna use this stuff in your own articles as well?

btw, wanna read more on gold? just follow the link 2 my most often read article @   informedtrades
::

gold price in 2013? hmmm, maybe $8,000? (james turk)

addendum december 2012: outlook 2013 - 2015, enjoy :-)

~~~

james turk + me

every gold bug + every gold opponent knows we can't eat gold, of course not ... buuuut we could drink the wine from the gold bar case ... lol

james turk + peter boehringer

what abt a gold price of $8,000 in 2013/2014 and a dow-gold-ratio of 1 : 1? just crazy fantasy, you think? well, that's the number james turk (founder + CEO of www.goldmoney.com) gave barron's in an interview in 2003, i think (i'm too lazy to google the web right know 2 provide a link, so pls just believe it or not ~ it's up 2 u ... LOL). well, james repeated that yesterday in his great presentation on the germany's gold bugs club (DEG) meeting in one of the oldest and prolly the most famous munich's pub/restaurant hofbräuhaus yesterday. he thinks also abt 1 oz gold = $20,000 = DJIA if the FED continues to print money like crazy :)

btw, what's my guess? i think 1 oz gold could climb up to $5,000 within few years, of course only if the poor USD survives that long! why? well, there is already the american buffalo 1 oz gold coin with face value $50 (and a 1 oz silver 'american eagle' coin with the face value of $1) out there, you know? got it? at 1oz gold = $5,000 we just have to remove two zeros (hell, that's easy!) and we have the new gold price in new dollars $50. got it again? 1 oz gold = $20 ... few years later ... $35 ... few years later ... $50 ... damn! that's what i call continuity in fiscal policies!

any other ideas/topics?

• gap between u.s. government spending and u.s. tax revenue getting bigger and bigger (exponential deficits!)
• usa + europe are heading 2 argentina like hyper-inflation of deposit accounts
• fear index
• gold-silver-ratio
• dow-gold-ratio (read my former blog post for more information here)
• accumulate gold + silver instead of speculate with them (unless you're a gifted daytrader or the like)
• gold + silver is still cheap + undervalued
• bavarian food + bavarian beer + pretzels + much more :-)

folks, i will prolly enhance few details later, so let's close the blog post for now with 2 james turk quotes + few pics, ok?

1. hope 4 the best, plan 4 the worst
2. buy tangible assets instead of financial assets

peter boehringer (DEG chairman) speaking:

happy gold bugs #1
happy gold bugs #2
happy gold bugs #3
btw, that's me + my sister + her boyfriend (left 2 right), you know?

addendum june 27, 2010:

eof

all-time-high :-)

folks, my investment portfolio rocks like crazy! a new all-time-high :-)

well, 2 weeks ago (beginning of the year) was my balance of all open positions tiny +7.97% and it is +20.12% now! of course, it helped a lot that yesterday advanced my single biggest position scorpio mining huuuuuge +11.94% and the volume was more than twice the usual amount. no news, of course :-). any reason for that increase? hmmmm, my guess?

1.) these many stupid folks who were willing to sell their scorpio shares that cheap are out of the market
2.) these few folks who want to increase/enter their positions understood that there will never be a cheaper share price out there, so they started to buy at current price and bid it up a little bit :-)

ok, the remaining increase of my gold/silver/commodities portfolio is supported by increasing gold/silver prices, i think.

well, we are in the early phase of a HYPER-INFLATIONARY HARD ASSETS RALLY, i believe :-)

let's enjoy future development of my investment positions and let's hope my struggling micro trading account will also advance soon :-)

of course, there will be days on the way up where every commodity + every commodity stock + my portfolio will suffer like hell for some trading psychology related reason and that will be prolly also the days when i will update my armageddon 4 commodities blogpost, but i do not worry too much abt that. as long as the (inflationary) trend shows up i will ride the trend, so what?

hell, hell, hell! that investment stuff is soooooo damned easy

addendum, 01/20/2010: yesterday an all-time-high, 2day the 2nd armageddon! well, we never know what's next! hell, maybe that's also one of the reasons why i like the financial markets so much, isn't it? it would be boring if everything was easy

silver and lead -5%, gold -2.5%, agriculture approx -2%, oil -2.5% .... the most of my stocks are down 3% - 8%, my daily 'performance' is -2.91% ... and that's prolly just thx 2 my biggest single position scorpio mining, which is +0.0% today. well, my guess which i have posted few days ago that the most stupid folks sold their scorpio shares soooo cheap already is prolly true, as there was not much volume 2day ...

any cold comfort? yep! i could move the next company from my gold bugs fair's watch list into my portfolio as the soooo low limit order was hit today - welcome, moly mines (australia ~ molybdenum, copper, iron ore), welcome!