Saturday, February 26, 2011

Weekend library

   

Isn't it just a bit funny that the word library begins with the prefix 'lie'? Are we subject at a young age (and old) to a bunch of deadwood pages pressed neatly, numbered and simply, outlandishly full of fibs and untruths? Naah. Anyway...

Weekly Telegram (video): iShares Silver Trust (SLV) scam exposed (Feb 26 2011) "They can change  things anytime that they want, change the rules, end the trust."

Jeff Clark: What you need to know about buying silver (Feb 25 2011) "Could (SLW) have a big correction? Well, it recently dropped as much as 28%, but sure ... it could easily fall more than that in a major correction. But if that happened, I'd consider it a big buying opportunity."

Jason Schwarz: 6 investment ideas for the Libyan market correction (Feb 23 2011) On AAPL: "Tuesday's selloff began with what has turned out to be a bogus, hedge fund rumor suggesting the iPad 2 was facing production delays. ...We anticipate Apple will hit $370 sometime prior to the iPad (2) release in April, getting the chance to buy at $350 is good ... $345 would be even better and ... below $340 would be a gift."

Philip Elmer-DeWitt: What the new MacBook Pros mean to Apple's bottom-line (Feb 25 2011) "...every 100,000 extra units adds 2 cents to Q2's EPS."

Philip Elmer-DeWitt: The MacBook Pros have landed (Feb 24 2011) "Although some critics are already complaining about the 13-inch models 1280 x 800 screen — lower-res than the 13-inch MacBook Air — we suspect that at $1,199 the entry-level MacBook Pro is going to sell like the proverbial hotcakes."

Philip Elmer-DeWitt: Apple issues March 2 invitations (Feb 23 2011) "...the cryptic reference is to what many are calling the Year of the Tablet."

Apple Insider: Apple may surprise with near immediate availability of iPad 2 next week (Feb 25 2011) "In less than a year, the iPad has rapidly grown from what was once thought to be a niche product into an asset that's on the verge of generating 20% of Apple's business..."

Jesse's Cafe Americain: Bear raid confirmed and silence of the lambs (Feb 25 2011) "The raid (of silver) yesterday ... was a cheap, tawdry affair... With the volume drying up in the markets making one's quota on the trade desks must be getting increasingly difficult."

Red Run Hot: Silver retraces entire post-crude margin-hike loss (Feb 25 2011) "...even in a tight liquidity regime, most investors now prefer to pursue commodities as an investment class..."

Turd Ferguson: Yesterday's BS selloff (Feb 25 2011) "The Evil Empire, led by the commodity desk of JP Morgan, screwed many again yesterday. Period."

King World News: Royal Canadian Mint now saying it's difficult securing silver (Feb 24 2011) "...you are going to see the premiums go up in order to secure silver. ...some players will be priced out of the market. ...there are a lot of issues going forward and this may be the new norm."

Red Run Hot: Rumor: Blythe rigging MAR SI contract (Jan 16 2011) "Guess what Blythe? Your former traders are advising everyone they know to put on this trade come the first week of February."

Bullion Bulls Canada: The myth of the 'primary silver mine' (date n/a) "...it is obviously necessary to classify mines according to revenues rather than tonnages. However, the fact that analysts in this sector never take the time to make their own reasoning explicit in this regard has caused them to misinterpret this data."

Bullion Bulls Canada: The Bullion Bulls basket (date n/a) - Favorite PM stocks from Chad McNamara, Brian Boutillier, Jeff Nielson.

Bullion Bulls Canada: Bullion confiscation: Paranoia or justified fear? (date n/a) "(Silver) is of great importance to both consumer and commercial markets. ... both global inventories and stockpiles of silver are nearly totally exhausted. Thus, we have in the silver market something which is entirely absent in the gold market: a legitimate motive for confiscating silver. ... (we have) not joined the growing internet clamor to 'take down JP Morgan.' To those parties who are actively crusading on this issue, I would hope they take the time to seriously evaluate the consequences of their actions."

Jeff Nielson: Silver Wheaton: The safe alternative to SLV (Sept 21 2009) "What is really attractive about Silver Wheaton is that it completely eliminates the risk of rising production costs eating into profits. Silver Wheaton has no production costs." (Worth a re-read.)

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