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The Kazakhmys valuation joke/opportunity…

By now, regular readers will probably be tired of hearing about the value in Kaz. I won’t opine further, just…

Soc Gen’s take on gold

Societe Generale SA’s Michael Haigh correctly predicted this year’s rout in gold by using a math problem to measure a feeling. His arithmetic says…

Helicopter Ben Prepares For a Soft Landing

Every equity trader’s friend Mr “Helicopter” Ben Bernanke stated yesterday the FED might start cutting on its asset purchasing program…

Hedge Funds Continue to cut Gold Bets

Hedge funds and other large speculators are continuing to cut their bullish bets on gold as they position ahead of…

Message to David Cather and his BoD members at Avocet Mining – put your money where your mouth is

It is fair to say that both AVM and KAZ have been our complete disasters this year (there is always…

ENRC CONUNDRUM & GAME THEORY

As we race down to the 2nd deadline of next Monday at 5PM for the 3 oligarchs to table a…

Wise words re our position in the investor sentiment cycle by Ralph Acompora

This month’s theme is: “Structural Stock Market Sentiment”. Unlike the weekly Bull/Bear Indicator of market letter writers’ sentiment or the regular…

Zak Mir – Ahead Of The Fed

Over the past few weeks I had been busily writing a mini book on my top 10 favourite AIM stocks…

Guest Post – Bullish Investor Sentiment Left Unsupported; Stocks Set to Crash?

If one were to look at the current state of the stock market, because of the substantial run-up in prices,…

One Simple Measure for Investing in a Volatile Market

Volatility has been edging higher since the end of 2012, but so far, the stock market has held up pretty…