Copyright © 2013 Knight Sac Media. All rights reserved.http://www.siliconinvestor.com/subject.aspx?subjectid=58521Current Strategies and Trend Plays: The Aristocrats(tm): Market Dogs The Aristocrats(tm): Bellwether's Shipping Stocks Revue Shining Tree Gold Camp Penny Pinchers The Aristocrats(tm): Advertising, Convergence, Privacy and Profits USSID and Silver Market Fundamentals Rare Earth Elements and Exotic...http://www.siliconinvestor.com/images/Logo380x132.pnghttp://www.siliconinvestor.com/subject.aspx?subjectid=5852138013210senseNot abandoned... but, I have a couple other projects I'm working on that are taking up quite a bit more of my time these days... I do tend to run an annual cycle that has me working a lot harder on updating basic situational awareness at the end of the year, into the new year... Reality always is... things that are d...http://www.siliconinvestor.com/readmsg.aspx?msgid=288945315/14/2013 8:15:11 PMUltralordhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288875085/10/2013 4:43:17 PMZilyunzIf I may take the liberty of speaking for the moderator, I would say it is definitely not abandoned, just on pause for a while.http://www.siliconinvestor.com/readmsg.aspx?msgid=288717295/2/2013 7:22:30 PMUltralordA few big moves have passed recently with no commentary or links to relevant articles. Is The Aristocrats abandoned? http://www.siliconinvestor.com/readmsg.aspx?msgid=288714295/2/2013 4:25:37 PMsenseSpent a bit of time today running through the gold stocks I follow, comparing the daily and weekly charts of their movements over the last few months and the last year against the similar charts of the GLD. Fascinating to note that some are very obviously both much more highly correlated with the GLD chart trends in ...http://www.siliconinvestor.com/readmsg.aspx?msgid=287810933/15/2013 7:39:09 PMsenseNice effort to put it in graphical form, too. Would love to see it juxtaposed with the actual $ CAPITAL of each of the banks... and with comparisons with other elements in the market risks... like the realized risk in the (derivative based) failure of the mortgage market in 2008/2009... and the "bailout" moneys... agg...http://www.siliconinvestor.com/readmsg.aspx?msgid=287809543/15/2013 6:19:28 PMsenseNice find. Thanks for contributing. I think people who are aware of the issues... still tend to vastly under-play the nature of the market impact the risk element imposes in reducing real economic activity. What would be the market impact, for instance, if a court were to find that all the existing derivative contra...http://www.siliconinvestor.com/readmsg.aspx?msgid=287809273/15/2013 6:10:08 PMMichael Mc Donoughhttp://www.siliconinvestor.com/readmsg.aspx?msgid=287803583/15/2013 1:13:12 PMsensehttp://www.siliconinvestor.com/readmsg.aspx?msgid=287625943/6/2013 7:09:54 AMsenseChina’s $3.3 Trillion FX Reserves Could Buy All World’s Gold Twice zerohedge.com http://www.siliconinvestor.com/readmsg.aspx?msgid=287603003/5/2013 2:19:29 AMsenseMore on: Currency War ? What Currency War ? france24.com  China "fully prepared" for currency war: banker [graphic] Yi Gang, deputy governor of China's central bank, delivers a speech at a seminar in Tokyo, on October 14, 2012. Yi said Beijing is "fully prepared" for a currency war as he urged the world to abide...http://www.siliconinvestor.com/readmsg.aspx?msgid=287567803/3/2013 3:07:05 AMsenseA long term view that seems not to suffer much from being more than three years old... viewfromtheblueridge.com http://www.siliconinvestor.com/readmsg.aspx?msgid=287549393/1/2013 5:41:41 PMsense"Berlusconi rounded on the Germans on Tuesday, declaring that the "spread" – the difference between how much Italy and Germany pay to borrow on the bond markets – had been "invented" two years ago. This was code for saying that Berlin and Frankfurt, the German government and the European Central Bank, conspired to push...http://www.siliconinvestor.com/readmsg.aspx?msgid=287503682/27/2013 6:08:30 PMsense"Italy plays a central role in successfully overcoming Europe's debt crisis," said the German foreign minister, Guido Westerwelle. "The Dutch finance minister, Jeroen Dijsselbloem, recently made head of the political committee that runs the euro, said Monti's policies had to be continued. "They are crucial for the ent...http://www.siliconinvestor.com/readmsg.aspx?msgid=287503482/27/2013 5:53:47 PMsenseFascinating day in PMs... FWIW, if you want to learn what's moving the PM trade, today is probably the day you want to carefully compare the daily charts for GLD and SLV... noting carefully the differences...http://www.siliconinvestor.com/readmsg.aspx?msgid=287500942/27/2013 4:07:42 PMsenseI've long favored AUQ versus LSG for its exposure to the development of production from the Young-Davidson mine... with the costs of the development being covered by Lakeshore. Lakeshore has been taking on fairly significant debt in order to fund the completion of mine development... a key reason I want to avoid them....http://www.siliconinvestor.com/readmsg.aspx?msgid=287481832/26/2013 4:37:38 PMsensehttp://www.siliconinvestor.com/readmsg.aspx?msgid=287468892/26/2013 6:17:12 AMsenseI hadn't posted anything on my own "shipping stocks" page in a whole YEAR... Then, today... I ran across a mention of the very thing I'd previously identified as what you should be watching for: [graphic]Message 28746881http://www.siliconinvestor.com/readmsg.aspx?msgid=287468832/26/2013 5:36:15 AMsenseSomething about that picture in the post this replies to has been bugging me... It shows the U.S. listed stocks as being $11 T, world listed stocks at $51T... but, it errs in lumping equity together with debt. Essentially, by lumping debt and equity together instead of separating them... it skews the real economic p...http://www.siliconinvestor.com/readmsg.aspx?msgid=287441832/24/2013 6:41:23 PMsensehttp://www.siliconinvestor.com/readmsg.aspx?msgid=287440302/24/2013 4:47:36 PMsensehttp://www.siliconinvestor.com/readmsg.aspx?msgid=287428782/23/2013 5:36:28 PMsenseBlack Swan Watch The prior post showed the nature of the risk factor in terms of sheer scale: [graphic]Message 28741380 Now, we're entering into a bit of previously uncharted territory... terra nova... in creeping regulation of the derivatives trade. What makes that scary is a large part of the risk that exists is...http://www.siliconinvestor.com/readmsg.aspx?msgid=287421582/23/2013 12:31:04 AMsenseWhew!!! We can all relax. bloomberg.com  “There’s a lot of disagreement about what role monetary policy plays in creating asset bubbles,” Bernanke said on Jan. 14 at the University of Michigan’s Gerald R. Ford School of Public Policy in Ann Arbor. “It is not a settled issue. “Our attitude is that we need to be...http://www.siliconinvestor.com/readmsg.aspx?msgid=287421042/22/2013 11:12:54 PMsenseWho ya gonna believe... the media, or yer own lyin eyes ? seekingalpha.com  Currency war ? What currency war ?http://www.siliconinvestor.com/readmsg.aspx?msgid=287419492/22/2013 8:29:20 PMsensehttp://www.siliconinvestor.com/readmsg.aspx?msgid=287414622/22/2013 4:11:09 PMsensehttp://www.siliconinvestor.com/readmsg.aspx?msgid=287413802/22/2013 3:44:02 PMsensehttp://www.siliconinvestor.com/readmsg.aspx?msgid=287413782/22/2013 3:43:16 PMsenseFollowing up on the PGM issues: Supply: stillwaterpalladium.com  runtogold.com  Supply issues: South African labor problems effect PGMs more than gold. Issues with limits in the mines in SA are probably over-stated, but, probably is as true as it is true with gold in SA ? There are few producers, and there won't...http://www.siliconinvestor.com/readmsg.aspx?msgid=287413682/22/2013 3:38:29 PMsenseStimulus then: cnbc.com  Stimulus now: cnbc.com  Only Japanese stimulus means "currency wars": cnbc.com  While in Europe, it's "pro-growth": cnbc.com  Do nod thoughtfully, though, in carefully considering the distinctions: "But policymakers will likely take comfort from last week's statement from the G-7 wh...http://www.siliconinvestor.com/readmsg.aspx?msgid=287377052/20/2013 11:14:44 PMsensehttp://www.siliconinvestor.com/readmsg.aspx?msgid=287376752/20/2013 10:53:36 PMsenseSilver stocks being slaughtered... I noted HL put out news about re-opening Lucky Friday... Didn't seem to help make their week any more lucky... thus far. Maybe this week Friday will prove to be lucky for those who buy what Soros is selling, now ? seekingalpha.com  Of course, you have to pair that bit of news...http://www.siliconinvestor.com/readmsg.aspx?msgid=287376372/20/2013 10:24:36 PMsenseFascinating stuff going on in commodities, these days: resourceinvestingnews.com  Read the posts on the ORT board from this one: [graphic]Message 28725030 (Coincidence, or... ?) Not sure if I should consider the recent events in the context of the short attack already apparent in the charts on the prior day, or...http://www.siliconinvestor.com/readmsg.aspx?msgid=287367542/20/2013 3:16:46 PMsensehttp://www.siliconinvestor.com/readmsg.aspx?msgid=287354262/20/2013 3:23:18 AMsenseOnly, it might be that the most relevant feature on that chart is the time scale...http://www.siliconinvestor.com/readmsg.aspx?msgid=287342432/19/2013 12:46:26 PMZilyunzhttp://www.siliconinvestor.com/readmsg.aspx?msgid=287328722/18/2013 3:42:07 PMsenseBig whack on GLD today... along with SLV... Fairly predictable. Holiday weekend here has already thinned out market participation significantly... and, that's paired with the dominant factor in Asian markets, were China has closed their markets for 2 weeks for the Chinese New Year holidays. That pairing clearly s...http://www.siliconinvestor.com/readmsg.aspx?msgid=287286232/15/2013 2:39:31 PMsensehttp://www.siliconinvestor.com/readmsg.aspx?msgid=287284222/15/2013 1:07:44 PMsensehttp://www.siliconinvestor.com/readmsg.aspx?msgid=287267142/14/2013 6:09:37 PMsenseMaybe the best discussion of timing I've seen... youtube.com  If you search YouTube for Harry Dent you'll find that three months ago and more, he was predicting that there would be a crash by 2015, and now he's moved up his time line to the second half of 2013... with the justification being... ??? Note that basical...http://www.siliconinvestor.com/readmsg.aspx?msgid=287250662/14/2013 4:16:05 AMsensehttp://www.siliconinvestor.com/readmsg.aspx?msgid=287226872/13/2013 12:06:07 AMsenseSo... that would be... coordinating the management of expectations of the mismanagement of the management of currencies ? Or... coordinating the management of expectations of the management of the mismanagement of currencies ? G7 fails to defuse currency tensions ft.com http://www.siliconinvestor.com/readmsg.aspx?msgid=287226862/13/2013 12:04:54 AMsenseAnother "on target", at least as far as "how things look": youtube.com  But, that still leaves everyone in agreement about "the problem"... With no one knowing when awareness of the problem will result in change... Our "tipping point" discussion here a while back, probably as good as you'll find in providing clue...http://www.siliconinvestor.com/readmsg.aspx?msgid=287197032/11/2013 6:23:53 PMsenseFaber on "how" if not "when"... youtube.com  I think he's right on gold stocks being cheap... Should be looking to load up on them as gold tanks into the bottom before moving higher...http://www.siliconinvestor.com/readmsg.aspx?msgid=287196972/11/2013 6:20:21 PMsensehttp://www.siliconinvestor.com/readmsg.aspx?msgid=287196942/11/2013 6:19:16 PMsenseMost Truthful Quotes of the Day: "It's a mug's game, no matter how you slice it." "It is what it is." youtube.com  Consensus view: stocks (and gold) are going higher... have to... driven higher by the Fed printing money. (My own caveat: but, not necessarily in a straight line... ) No one made (or wanted to ...http://www.siliconinvestor.com/readmsg.aspx?msgid=287196672/11/2013 6:03:14 PMsensehttp://www.siliconinvestor.com/readmsg.aspx?msgid=287154052/9/2013 3:24:03 AMsenseFunny how things that are obvious to experienced investors, are puzzles to academics: papers.ssrn.com http://www.siliconinvestor.com/readmsg.aspx?msgid=287143182/8/2013 2:01:28 PMsensehttp://www.siliconinvestor.com/readmsg.aspx?msgid=287134362/8/2013 4:27:03 AMsensehttp://www.siliconinvestor.com/readmsg.aspx?msgid=287133772/8/2013 2:16:17 AMZilyunzhttp://www.siliconinvestor.com/readmsg.aspx?msgid=287084162/5/2013 5:00:43 PM