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,
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
gman57,
Historically the government data was accurate but flawed in how and what they measured. Hedonic adjustments for example. If it's new and improved, the increased cost is ignored. Greenspan saying that burger and steak were substitutes for …
Howdy folks,
Read his books. In Heros, his chapter on sacrifice he cites Ralph Johnson. Ralph was a Marine in my unit who died a week before I arrived. He received the Medal of Honor. RIP.
and so it goes,
Rono
Howdy folks,
I had already dumbed down our accounts. We've pretty much gone to the mattresses. No international travel, no flying unless it's an emergency (if we can't truck it, fuck it). That said, I'm still playing the junior silver miners a…
Howdy folks, and particularly Anna,
Hope this finds you well.
Things here have not yet changed that much as of yet. We have a very fluid border due to work commuters. That said, WTF knows what Washington will do with the borders or how this is g…
Howdy folks,
I sincerely hope you good people are battening down the hatches. Our odds of a full blown depression are now quite high. This is how the great depression began - with a trade war.
Alas and alack.
And so it goes,
Peace,
Rono
Howdy,
What we're witnessing is the beginnings of a military coup. Suck it up, buttercup, it's time for shit to get real. I'm voting for McRaven to be MFIC.
Alas,
Rono
Howdy,
The penny costs more to mint than it's worth. Problem is that without the penny they'll have to mint more nickels and they have a worse cost profile than pennies. A penny costs about $0.04 cents, while a nickel costs about $0.14.
While …
Howdy folks,
Thanks for the kind words. 23 was a tough year, but 24 was pretty good until the Ides of November. I was re-elected as a township trustee for my 4th term. The board pretty much runs unopposed. Feh, 85% ag, 6K, pure republican where…
Howdy folks,
Two people I do NOT want to be prosecuted by are Jack Smith and Dana Nessel. Ouch.
Not wanting to go full nutzoid, but two things exist. You get what you vote for and you reap what you sow.
And so it goes,
Peace,
Rono
Howdy folks,
Indeed, Hillsdale is about as conservative as you can get. However, that's Conservative as in pulling the R lever every two years. It doesn't mean these people are stupid. The Republican party has gone so MAGA Trump that it's no lon…
