Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: patron_anejo_por_favor who wrote (10863)	3/26/2004 5:24:14 PM
From: ild	Respond to of 110194

Today's catch from our commie friend: Date: Fri Mar 26 2004 15:53 trotsky (uncle@Sinclair) ID#377387: Copyright © 2002 trotsky/Kitco Inc. All rights reserved well, he DOES sound a bit nutty most of the time. but he's got a wealth of exoerience trading the gold market...still, i don't expect him to correctly predict every little wiggle. Date: Fri Mar 26 2004 15:10 trotsky (@Sinclair) ID#377387: Copyright © 2002 trotsky/Kitco Inc. All rights reserved i wouldn't dismiss him so quickly. the recent moves in the markets DO have a strange feel to them. whether Sinclair's tentative conclusion in this context is correct is a different matter - but when an experienced trader is telling you that something strange is going on in the markets you should perhaps take heed and take another look. after all, in the two weeks before 9-11, NYSE member firms went on their biggest net stock selling spree EVER ( a fact which to my knowledge not a SINGLE mainstream media commentator has even mentioned, although the data are public and there for everyone to see ) , so there sure are prior instances of experienced market participants smelling that something strange was going on ( iow, i am not alleging that the NYSE members had advance knowledge of what was going to happen, but rather that they saw something strange happen in the markets and reacted to it ) . Date: Fri Mar 26 2004 16:38 trotsky (morbius) ID#377387: Copyright © 2002 trotsky/Kitco Inc. All rights reserved i think you haven't thought this through. what about the many Pakistani nuclear scientists who are KNOWN to have made 'consultation trips' to Afghanistan, meeting with high ranking AQ types? think they were not able to tell them if a device was worth buying or not,and how to keep it in shape? too many suitcase nukes as well as war heads have simply 'disappeared' from the former SU for us not to be concerned about the possibilities. in any event, even if one discounts this nightmare as unlikely, there can be little doubt that when Russia has several hundred CONFIRMED cases of nuclear smuggling in recent years ( i.e. the ones that were caught ) , several hundred more have probably slipped the net. and all you need for a workable nuclear device is a critical mass, and a trigger ( plus the know-how from Pakistan ) . anyway, a dirty nuke would be bad enough, and that strikes me as definitely within the capabilities of the terror organization ( s? ) . like Buffett said, it's not so much a question of if and how and what, but when. Date: Fri Mar 26 2004 16:29 trotsky (mooney) ID#377387: Copyright © 2002 trotsky/Kitco Inc. All rights reserved unfortunately religious nuts can not be judged by standards of rationality. they may well decide that the sacrifice is 'worth it' in their deluded minds. religious fanatics throughout history have proven to harbor a propensity for psychopathic mass-murder behaviour. note in this context that this holds true not only for what we traditionally regard as religions, but also for nominally non-theist religions like e.g. communism. in the more narrow context of Muslim radicals, people who have no compunction about blowing THEMSELVES up certainly can't be expected to care about who they take along for the ride...it's like the crusade against the Albigensians in the middle ages...'kill them all, and let the lord sort them out'. Date: Fri Mar 26 2004 16:19 trotsky (frustrated) ID#377387: Copyright © 2002 trotsky/Kitco Inc. All rights reserved well, we have now a very dangerous situation imo...negative money flows/underperformance in the gold stocks, plus a real bummer of a CoT report ( how much more stretched can this position become? ) . time to batten down the hatches, i just hope we get to see some more near term strength in the shares, but it's a very small hope. anyway, today i've reduced exposure a bit for the first time in a while, and i'll probably do more of the same next week. of course there's always the 'exogenous event' risk thay Sinclair alluded to - it is no doubt quite high right now, in view of the most recent threats issued by AQ ( and if you're a conspiracy theorist, the way fratboy&co. are beginning to badly slip up lately in the press and vis-a-vis the sheepleship ) .

To: patron_anejo_por_favor who wrote (10863)	3/27/2004 1:53:30 AM
From: Proud Deplorable	Read Replies (1) \| Respond to of 110194

Yeah...frankly Sinclair never makes any sense to me, even though we are on the same side of the (long term) PM trade Then you aren't listening. He called the gold rally of the last week down to the minute. Previous to that I was thinking of selling a large percentage of my PMs PF and he is the only one of the so called experts that kept me in my shares. I figured I'd give him til last Wednesday to see if his turnaround forecast was going to occur. It did almost to the minute so from now on I follow him and no one else. He is consistently dead on. If you are in gold stocks, ignore him at your peril. His record is brilliant.