PAAS Acquisition of MFN is Highly Dilutive As long term shareholders of Pan American Silver, who've held it for more than a decade, we were surprised to hear that its management has decided to purchase Mine Finders – whose PE ratio is roughly twice that of PAAS's. We've taken a closer look at the ...
Silver Shorts Cover Nearly Half Their Position In One Week As we anticipated earlier this year, commercial shorts including JPM are finally within grasping reach of covering their positions and transitioning to net long. For more than a decade, the large commercial trading banks have been trapped with an ...
Commercial Banks to Cover Their Silver Short Positions After an extended period of consolidation, the price of silver launched from $17 in August 2010 to just under $50 in April 2011. The fuel behind this move was not speculative buying, but instead short covering by large commercial short traders including ...
No Sign of the Top in Silver Silver is finally getting some attention in the 10th year of its bull market run - mostly top callers who are calling the recent move to nearly $50 an ounce a sign that it has already peaked. Interestingly, these same analysts were nowhere to be found ...
Risk Externalization is Moral Hazard In recent years, several large man-made disasters have been witnessed with widely felt negative effects due to the externalization of risk by entities claiming limited liability. The concept of limited liability was engineered to protect businesses from ...
Silver Miners Are Much Cheaper Than Internet Stocks With gold and silver prices surging higher, some investors are questioning whether mining companies are entering their own valuation bubble. Despite the fact that some silver miners are up three or even ten-fold from their 2008 lows they are much cheaper ...
Is This Time Different for the Dollar? The recent correction in precious metals and miners has led some investors to question whether they missed the ultimate top in the bull market for gold and silver. Conversely, this would lead to the question of whether the dollar and other fiat ...
9 Market Predictions for 2011 The bear market in bonds will be confirmed globally. While interest rates likely bottomed in 2010, a significant rise in rates during 2011 will confirm a bear market trend for smart money investors. This bear market will continue until the global ...
Take Down Tuesdays - What's the Best Day to Buy Silver? Usually every Friday, the Commitment of Traders (COT) report for precious metals including gold and silver is released to the public that accounts for position data ending on the previous Tuesday. Although specific traders aren't named, the report is ...
What Was the Top Performing ETF and Sector of 2010? Contrary to popular opinion the inflation trade came back with a vengeance in 2010. Year to date, the ultra silver ETF ranks the highest performing ETF up 88 percent. Second place? Cotton, up 65 percent. The silver mining ETF, SIL went public in the ...
TradePlacer.com Launches CapitalSlice.com for Alternative Investment Projects In a move to expand its services, TradePlacer.com is pleased to announce the launch of CapitalSlice.com, a platform that matches investors seeking alternative investment vehicles with projects. Leveraging revolutionary TradePlacer technology, ...
Are You a Capitalist? It is a common misconception that a capitalist is someone who believes in the process of capitalism as an economic model. This definition, like many others, is designed by the western education system to misinform. The belief based definition is a ...
Precious Metals Patterns Precious Metals Patterns Gold and silver markets have finally reverted to their normal behavior as the CME has announced additional margin increases and commercial shorts have increased their buying on the downside. This is good news because the federal ...
Why Silver Margins Should be Higher There has been a lot of confusion over the announcement by the CME to increase the margin on silver futures contracts by 30 percent. Several articles have claimed that it was the cause of the recent selloff in silver because it forced buyers to cover ...
Did You Miss Out on Gold and Silver? With gold up over 25 percent and silver up more than 64 percent year to date many investors are wondering if they missed out on the bull market in precious metals. Even if you already had a substantial allocation towards precious metals it's easy to kick ...
Quantifying Quantitative Easing Many investors are struggling to understand the ramifications of the recently announced QE2 plan. Quantitative easing, or more simply known as money printing, is a dilution transaction similar to issuing more shares for a stock. The dilution has two ...
Not a Good Time to be Short Silver The pressure on silver shorts has been relentlessly increasing on a daily basis. On the heels of CFTC's statement of intention to actually enforce antitrust regulations in the silver market, two lawsuits were filed against JPM and HSBC for manipulating ...
Will the CFTC Actually Act to Protect Silver Investors? The silver market has seen a lot of surprises this year, and the statement today made by CFTC Commissioner Bart Chilton is probably the most unexpected yet. After more than two years of "investigation" into the silver market with no acknowledgment of ...
Can China and India Save the World? A pillar in all bullish arguments for the global economy is that China and India will carry the weight of industrialized nations due to their insatiable demand for a better way of life. While they will certainly try, the risk of both nations hitting a ...