Wednesday, May 30, 2012

Mercenary Geologist

http://www.youtube.com/v/13dhRfacpXo?version=3&f=user_uploads&app=youtube_gdata

I speak with the mercenary geologist Mickey Fulp about gold, silver, water, and education. The article written by Mickey Fulp regarding the fundamentals of copper is here http://goldgeologist.com/mercenary_musings/musing-120528-Musings-on-the-Long-Term-Fundamentals-of-the-Copper-Market.pdf . Thanks for watching!

See the original video here:

Mercenary

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Your Money Has Been Devalued by 2/3's, Relative to Gold - Greg Weldon

http://www.youtube.com/v/jaNdg4XTEOE?version=3&f=user_uploads&app=youtube_gdata

http://bit.ly/RecoveryRealityCheck For the complete audio set from the conference, available in CD and mp3 format.

Casey Research's Chief Metals and Mining Investment Strategist, Louis James sits down with Greg Weldon, CEO/President of Weldon Financial, at the latest Casey Research Conference, "Recovery Reality Check" in Weston, Florida.

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FaceBerg Diverges From Founder Age

A $27 handle... that is all. Just two brief (billionaire-list-demoting) weeks ago, Mark Zuckerberg passed 28 years old, any guesses where the FB stock price will be when he passes 29?

FB Option-Land
Open-Interest was over 5 to 4 biased to Puts at last night's close and today's volume is over 6 to 5 biased to Puts - with the June $30 Calls most active (against the June $30 Puts yesterday). 365k lots yesterday compares with 170k lots so far today.

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The Facebook Backlash Begins

While it may come as no surprise to market-watchers, the market for over-priced internet IPOs seems to have become a little soft. Bloomberg is reporting that Kayak, which first filed to go public in November 2010 and put its plans on hold earlier this year because of choppy market conditions, is delaying its IPO. The online-travel service roadshow was just postponed and guess who the lead bank on Kayak's IPO was - yep, Morgan Stanley.

See the original article here:

The Facebook

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Gold Rips And Stocks Dip As Risk Assets Recouple To Reality

If we had a penny for every equity rally away from credit reality that converged back to credit's less-hopiness, we would now have made 5 pennies in the last 6 trading days. We pointed out last night that equities surged into the close on small average trade size as credit remained far less sanguine and the now-ubiquitous open in Europe started the reversion as stocks fell rapidly, below Friday's close - tracking back with high-yield credit's deterioration. HYG gave up yesterday's gains

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Guest Post: Enter The Swan

Submitted by John Aziz of Azizonomics
Enter The Swan
Charles Hugh Smith (along with many, many, many others) thinks there may be a great decoupling as the world sinks deeper into the mire, and that the dollar could be set to benefit:
This “safe haven” status can be discerned in the strengthening U.S. dollar. Despite a central bank (The Federal Reserve) with an avowed goal of weakening the nation’s currency (the U.S. dollar), the USD has been in an long-term uptrend for a

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Spain Is The Most 'Over-Banked' Nation In Europe

Between headlines of Bankia's demise and the growing deposit outflows from Spanish banks, perhaps the market is doing its job. According to the EC's Stability Report, via UBS, one measure of bank sector capacity and efficiency (population per bank branch) shows Spain in a dismal worst place with the least efficiency (or highest over-capacity). Of course, we would suspect that whatever state-funded reach-around bailout the Spanish government comes up with next will not contain a 'revert

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