Why "thinking outside the box" -- is for losers..................
If you thought "inside" the box over the last few years... then you're still underwater since the collapse of the market bubble of 2000.
If you thought "outside" the box... then you've reaped significant gains in Oil and Energy Stocks.
If you thought completely "outside the box...then you outperformed Oil, Gas and Energy stocks by a significant multiple -- by investing in Gold & PM Stocks:
[This is the chart the Oilbulls still hate to be reminded of]
finance.yahoo.com
And if you recognized that it was not only time to think outside the box, but to pick up the box, turn it upside down and shake it as well... then you've smoked the returns of the broad market, including the gains of oil and even gold.
Message 21708635
Message 21952993
Message 22114070
Message 22223376
Message 22223571
Nearterm:
stockcharts.com[l,a]dbclynay[d20060215,20060415][pf][iut!Lj[$gold]][J73421199,Y]&pref=G
stockcharts.com[l,a]dbclynay[d20060215,20060415][pf][iut!Lj[$gold]][J73421241,Y]&pref=G
Since September 2005:
Silver vs. Gold:
stockcharts.com[l,a]dbclynay[d20050901,20060415][pf][iut!Lj[$gold]]&pref=G
Palladium vs. Gold:
stockcharts.com[l,a]dbclynay[d20050901,20060415][pf][iut!Lj[$gold]]&pref=G
Oil vs. Gold:
stockcharts.com[l,a]dbclynay[d20050901,20060415][pf][iut!Lj[$gold]]&pref=G
Back in September, people laughed when I switched from Gold to Palladium and Silver...but, they're not laughing now... now are they ?
Comparative Returns from September 2005 thru April 2006:
Palladium from $180 to $360 = a Double! + 100%
Silver from $6.75 to $13 = + 96% ... a near double !
Gold from $450 to $600 = + 33%
Oil from $69 to $70 = flat - no gain.
Both Palladium and Silver have TRIPLED the gains of Gold since September, 2005... T-R-I-P-L-E-D !
...while Oil has only returned to "flat" after a significant shakeout... while Natural Gas collapsed 50% in a matter of weeks from its recent highs.
To put "trading the box" in perspective since September, 2005:
If you had $1 Million invested in Gold instead of Palladium, or Silver... then you just left a staggering $670,000.00 on the table !
If you had $100,000 invested in Gold instead of Palladium, or Silver since September 2005 - then you just left $67,000 on the table !
Now, not unexpectedly....long after the outperformance move has already been made, the rest of the market is finally waking up to Silver, Palladium and other metal/commodity plays:
Here's a recent promo for the Silver play from Agora Financial for the readers of the Daily Reckoning, Whiskey & Gunpowder and their various stock newsletters:
www1.youreletters.com
I guess it's better to be "late" than "never"...(or, maybe not...vbg).
But...there are now seismic shifts occuring under the radar that once again.... few, if any market pundits are aware of... and more money will be made and/or lost in the coming 6-9 months than most anticipate.
Are you going to be caught...
-- chasing outperformance ?
-- giving back gains via getting stopped, or shaken out ?
-- or, once again missing a significant outperformance trade ?
* Iran upping the ante, with new levels of sabre rattling.
* The unwinding of the Yen carry trade.
* No end in sight for US Debt/Deficit spiral.
* Russia selling billions in weapons technology to Iran, along with having trained over 1,000 Iranian Nuclear Scientists.
* China with it's economic dependance tied to Oil contracts with Iran.
* Central Banks still meeting behind closed doors on the global derivatives crisis -- that seemingly has been forgotten.
* Bird Flu crisis ? - what's really the best way to play it ?
* No progress in the Iraq War.
* Bush at record low approval rate.
* US Consumer spending starting to stall, NFAB small business confidence collapsing to near 4 year lows... early warning signs from the likes of Yellow-Roadway & Teen Retail stocks...
* The Fed conundrum of whether to reign in massive speculation and rampant commodity inflation by sucking out the historic misallocation of capital out of the hands of the speculators ?
* The 2008 Election looming ever closer -- with far greater market reprecussions than most pundits now acknowledge.
...and many, many undercurrents that you'll never read about in the mainstream financial press.
Tic' Toc` people... all is not as it seems.
Commodity Bulls... don't get greedy.
Tis' time to have one eye focused on the far horizon, the other on fellow "traders" ...and the third under the radar...
[What do you mean -- you don't have a third-eye ?!?!?]
PS: Stay tuned for an under the radar, turn the box upside down & shake the hell out of it -- exclusive ...a missive from "The Billionaire Boys Club of Lyfords Cay" ...a story you won't read, or hear about... anywhere else.
Coming in approx 10 days...
Later,
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