SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 383.15+0.8%Nov 26 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: TobagoJack who wrote (17072)4/15/2007 10:21:54 PM
From: 8bits  Read Replies (1) of 218043
 
my biggest decision now is whether to revalue my gold from 600 to 650, and platinum from 1000 to 1200, or just let it all be as number of ounces of freedom and quantity of pounds of self-determination.

You mean maintaining discipline on the portions of your portfolio dedicated to precious metals are they rise in price...? I added some silver on the last dip and am considering selling much of my Palladium since it is effectively an industrial metal subject to downturns.

I don't keep a close watch of my metal holdings. Sell a little when it seems to spike, buy back when it drops... get lucky on occasion and pick up some interesting coins as I related to you in a PM. When fiscal sanity returns to the Whitehouse, that will be the time to sell... I think that window is still wide open... :)

looks more and more like exiting california real estate last april and moving surplus capital to non-usd currency regime was the right move

If you are talking about Central or Southern Cal, absolutely...
San Francisco and San Jose have actually appreciated a little bit since last April in dollar terms but not in Euro or AUD... etc terms...

now wondering whether buy-the-dip on miners will work out

Some of the base metal miners are pretty cheap relative to their potential.. (although they have risen a bit in the last few months..) I suggest NTO, HBM.to and S.to. NTO also has a gold component but is valued as a copper miner. However, if we get another liquidity dump I think they will go down with the rest of the market..maybe even faster. I still like eit-un.to as a play on Canada.. selling at 16% discount to NAV and paying out a dividend that is over 13%.

in the mean time, doing some full-spectrum pre-emptive house-keeping on neocons

I can't predict who will step up to the plate next but it appears that the Neo-Cons have decided lost favor with the American public.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext