Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Howdy folks,
Thanks for the kind words, Dan.
I bought Sprott Physical Uranium SRUUF back when Trump was elected after he dissed solar and wind. Feh, what's left?
Pulled back a little on Friday, but still up 27% YTD and 199% for the past year. W…
Howdy Hank,
You kids have any snow up there?
Civil instability is one of many reasons for increased demand. Geez, it's the perfect storm for a bull market in silver.
Industrial demand is huge. Silver is the best conductor and reflector and a …
Howdy,
And Exxon/Mobile is saying, 'THANK YOU. May I have another'. Hell, they told him, and the press, No Thanks. Way too expensive. Geez, this is the nasty stuff that has to be mined because it doesn't flow. And then it requires special refi…
Howdy folks,
Alas and alack. So true. And while Trump is an incredible ass, he's not the only one to blame. Reagan probably did more to destroy the country then anyone and both sides of congress have gone along. This is why so many Americans ar…
Howdy folks,
Yogibearbull has it spot on. Due to programed rebalancing of index funds and the fact that silver rose more than any other asset this past year, the POS is going to get hit hard between Jan 8-14. This price retrenchment has nothing to…
Howdy folks,
Lot's of BS going on this weekend in the silver market. Right now the spot price is $73.56 while the going price for an ASE on Apmex is $85.53 which is a spread of over 16%. Seems physical silver overseas is going for well over $10…
Howdy folks,
Doc, I've been riding SILJ for ages, I also like SLVR but it also contains bullion. SIL are the global large cap silver miners. For gold I own SGDJ. For a nice bullion ETF that I trust, I like CEF. As a core portfolio holding for …
Howdy Doc/all,
Right now there is a war going on between the paper price of silver and the physical 'street' price. Since Bretton Woods, the major money banks have been keeping the price artificially low for whatever reasons. Now that the world h…
Howdy folks,
Doc here's an article about the supply and demand of silver. New metal has lagged demand by over 1 million ounces a year for 5 years running. 70% of new metals comes as a by-product of lead, zinc and copper mining. China processes a…
What it was like 15.5 years ago. Wayback Machine
Don't expect the conversation links to work. Many may not have been archived.
Howdy Mark,
That is so cool. Thanks. BTW, I've got my black eyed peas out to soak tomorrow. If I didn't eat them on N…
Very good summation and history lesson. Thanks @rono
A few thoughts, wrong or right: Now that many here do not need basic background or education, they just seek to hear potential trends, the rare new thought, and seek affirmation/refutation of ide…
Howdy folks,
Thank you so much for helping me to remember correctly and the people. Gary Smith (not the Fox news).. He wrote How I Trade for a Living. I learned momentum investing from him.
Again, these are the people who taught us all how to i…
Howdy folks,
Couple of reasons for the pull back today. Comex raised their margin requirements AND this is the 'ghost' period between the holidays and volume is soooo thin, a fart is heard around the world. This is giving some of the shorts a cha…
Howdy,
Donnie can't kill wind, nor solar. All he can do is make it harder and postpone the inevitable. The numbers don't lie. Wind and solar will always be cheaper than any other fuel because you don't have to pay for the raw material. The othe…
Hi Mark,
Happy holidays.
Clean energy will always win. With wind and solar, you don't have to pay for the raw material. All other costs effectively cancel out. When I drive north from Lansing into ag country full of peeps that love Trump and ha…
Howdy folks,
For those that are a bit reluctant to purchase PMs at this time, the easy way to play it, is with the mining stocks. As mentioned earlier, silver has lagged gold and the miners have lagged both. In the case of silver, the issue is su…
Syzygy,
Wanted to get back to you with a bit more time. First of all, I do NOT like paper bullion. I invest in it because it allows me greater exposure than I might otherwise have and I'm riding this bull. It's been an artificial device for som…
Hi Cecil,
Thanks for the kind words. Most of what I know about investing, I learned on this board from all the contributors, many who aren't with us today, may they rest in peace. Have some great and safe holidays.
Peace,
Rono
howdy folks,
Have been moving more into international and emerging market debt at our Price accounts. Went in today and switched to local currency hedged funds. PRELX and TNIBX. Don't trust the dollar. Oh, and BTW, silver is up over 120% YTD.
…
Howdy folks,
Silver just pasted $67 with gold at $4359. The GSR is around 65 to 1.
Here are a couple of articles from Kitco, one by a bull and one by a TA bear.
https://www.kitco.com/news/article/2025-12-17/gold-silver-soars-record-high-safe-…
Howdy folks,
At this point, they're throwing the Admiral under the bus. Trump says he knows nothing. Let this be a lesson to every other commander in our military.
Oh, and damnit, it's about the oil. Nothing else. Just the oil.
alas,
and…
Howdy folks,
I'm more concerned with the troops that carried out the orders will suffer. Granted they should, but it's a damn tough decision to say NO. That said, war crimes are war crimes. Whether they should exist or not is not part of this di…
Howdy folks,
Couple of things. First, here's a FB post by my friend Pat Heller who founded Liberty Coin here in Lansing. It explains things much better than I, but please understand that he is a gold bug. That said, I've dealt with him for over 4…
Howdy mark,
Funny you should mention selling your pre-1964 silver coins. You might have a bit of a problem in the short run. The shortage of physical silver bullion to back their paper promises in London has created a huge profit opportunity for …
Howdy yogi,
The GSR is the oldest known market metric and still watched by many. Here's the history.
https://www.investopedia.com/articles/investing/080316/historical-guide-goldsilver-ratio.asp
That said, the easiest way to play it, is to p…
Howdy folks,
Couldn't pass this up. While I disagree with Hank, I can understand his position. Hell, I had to block a Recon buddy on FB for a similar argument. He was opining that this sort of message from Kelly, et al. could under mind the chai…
Howdy folks,
Geez, I've been preaching the joys of ShadowStats for some 20 odd years. teehehe
In addition to the price increase due to tariffs and labor shortages, there is a LOT of piggy-back price markups taking place across the spectrum. Reca…
Howdy OJ,
The London bullion exchange was on the verge of defaulting. The central banking systems came to the rescue. The system is so rigged and the world has pulled the curtain aside and have decided they don't like what they see. The system i…
Howdy folks,
Great discussion. I too am searching for safer assets. The debt issue is not going away. US official is $39T. Ah, but the Unfunded Liabilities are over $120T [Social Security, Medicare, caid, gov't pensions and various 'trusts'. ]…
Howdy folks,
The dollar has exhibited some strength but there is more at play with regard to the makeup of reserves of the central banks around the world. This has been something that is different this time. The dollar has been the world's reser…
Howdy folks,
Thanks all, for the kind words. DavidF is correct that it's Ron Overton. Rono is a childhood nickname.
I don't post much any more but still follow the board. Sorry. Had to come out now because this really looks like a huge bull …
Howdy junkster,
Long time. You make a great point. For the vast majority, back up the truck is 5-10%. Not to mention being careful getting into an ongoing bull market. DCA would be most appropriate
That said, I honestly see this run lasting a…
Howdy folks,
I think you were trolling me with this thread.
I have been recommending a 3-7% stake in precious metals in everyone's portfolios for decades. More than that is speculation, which is fine, but it can be very dicey. The game is so v…
Howdy folks,
Remind me not to attempt comments from my phone.
In addition to the 60 odd thousand casualties, how about those dead from Agent Orange? PTSD? I went to school with a guy who was with the 173rd at Dak To. Came home and few years l…
Howdy folks,
The military could have one the war, but the politicians didn't have the balls.
Alas and alack,
And so it goes,
Rono S/Sgt, CoA 1stReconBn 1stMarDiv Mar68-Nov69
