15
Sep
2010
Hyperinflation Watch

Inflation is coming back.  In fact, it never really left, although there was a brief moment after the Lehman Brothers collapse when it appeared that the dollar would slip into a deflationary collapse.  But after peering over the precipice, Bernanke and his central bank cohorts around the world did not like what they saw. …

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12
Sep
2010
John Maudlin’s anticipated book release postponed

Update:

We heard back from John Maudlin: “looks like next year, Mark — sorry to keep you waiting”

Original:

After waiting nearly a year for John Maudlin’s anticipated “Eavesdropping on Millionaires: Secrets of the World’s Wealthiest Investors”, I received word today via Amazon that the release has been canceled:

Hello from Amazon.ca.

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8
Sep
2010
Precious Metals Equity Index Form a Triple Top, What’s Next?
HUI1.jpg

I am going to step out on a limb in this report and cover what I think to be an intermediate top in the precious metals sector. Everyone I speak with and from the hundreds of emails I get I would say the vast majority are bullish on gold and silver.…

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8
Sep
2010
File under “Irony”: Accredited Investor Status changes

As recently pointed out on my favorite Value Investing discussion forum, the definition of an “Accredited Investor” in the US has been amended to exclude the value of one’s primary residence. That means you would need a $1 million net worth of assets outside the value of your home or meet one of the other criteria:…

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7
Sep
2010
The Stock Market Uncertainty Will End

Last week we saw the S&P 500 rally 6.4% off of its August low. Before that rally started the S&P 500 fell 8% off of its August high. And of course before that we saw a big rally in July, a big move down in June and the scary “flash crash” day in May.…

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1
Sep
2010
Private vs. Public Companies

Whether a company is publicy traded or not affects every aspect of its operations.

The most important stakeholder to a privately held company are the customers. Unhappy customers adversely impact revenues. If revenues don’t equal expenses it’s game over. It’s pretty well that simple.

For the private company then, the most important thing is to keep the customers happy which translates into steady revenues, which can be turned into positive earnings either through revenue growth, cost cutting or a combination of the two.…

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