Monday, October 17, 2011

Something Else Very Different

Reader "DW" sent this to me, why, this is almost a Guest Post.  Thanks, DW!

I have not kept up with halfpasthuman.com in a long time.  I believe these are the guys who scoop up words from the Internet in an effort to be sort-of able to predict the future.  This is the most interesting read so far on us 99% and the other 1%...  I send the link to the article first, then a quotation by Shunyamurti (I will have to look him/her up...), and then a Cut & Paste of the article.

http://halfpasthuman.com/advicetofuckers.html

"By suppressing authentic information and feeding the public too much flavorless and undigestible disinformation, the merely mortal authorities with their clearly fallible forms of knowledge have given birth to a disinformational universe, in which they are the first victims of their own bad karma."

- Shunyamurti



Advice to the very guilty fuckers...


When universe decides it is done with me, and this body is surrendered back to the stream of energy from whence it came (no, Virginia, atoms do not really exist; it is only universe pretending to be solid just where you are poking it.), it will arrive as a pretty beat up wreck of a human. Covered in scars and deformities from decades of battles and an equally long history of being a stupid ass, this body's inhabitant has admittedly been a less than careful caretaker of the flesh it was allocated for this sojourn (soul journey) through the matterium. Mea culpa's of inattention, frequent distraction while operating machinery, and a lack of good sense that inevitably led to wrong place, wrong time conjunctions notwithstanding, this body's inhabitant has at least learned a thing or two about wounds and pain in the long process of acquiring wisdom the hard way, one cut at a time.

The thing to learn about pains is this, all wounds are an energy transfer process. True, humans think of wounds as big OW!s, but at the core of the experience of damage, either emotional or physical, the human is actually participating in an energy transfer. This is a very meaningful context in which to learn to harmonize with universe around the wounds and pain that are certain to be part of everyone's future.

Think of any wounding, say a cut with any sharp object, or blunt force trauma...absolutely any form of damage to your 'body' is in fact a disruption of the standing wave of energy that is really your 'body'. You see...you, along with all humans and likely most of life, are pretty slow. Not stupid, just sensorially deprived. That is to say, your sensory inputs, video, audio, tactile, et cetera, are operating at very slow rates of energy transfer. Your mind perceives light in such a way that flashing images at 24 frames per second actually appear to be 'in motion' to your visual senses and your visual decoding part of your brain. Same with both sound and touch...both are operating at less than 100 'frames' a second. Reality is actually composed of energy patterns of vast complexity, some more self-aware than others, that are vibrating so fast as to 'trick themselves' into thinking that reality is solid. As waves of constrained vibrations, Life in matterium usually but not always is mostly unaware of its actual nature, and thinks itself to be 'solid matter'. That no matter is solid is not considered in Life's view of itself and it, more or less unhappily, ponders a universe filled with sharp objects and blunt edges all hurtling its way.

So Life watches the accident (wounding experience) unfold through its thigh barely a quarter of an inch from its knee, blood and muscle, sinews, and tendons first shredded by steel teeth as the rotating blade pumped flesh across the tops of the rhododendron bushes. Hmmmm....thought Life, that hurts like hell! And thus began the pain part of that wounding experience.

The thing that Life fails to appreciate at the time of most woundings, is that in reality it is not the removal of the flesh that is causing the pain, but rather it is the intake of energy, usually suddenly and without warning, that is at the actual root of the pain. Later, when the healing process is completed, and Life has recovered from the pain experience to at least its usual minimum operational level, Life can contemplate logically just what had occurred and come to certain conclusions not evident in the experience at the moment of the wounding.

Life can easily understand how the little bits of flesh and blood and bone flying through the air, obviously no longer attached to the body proper cannot be causing pain to the body as they are now absent. And to think that their absence itself is the cause of the pain would require that the empty space formerly occupied by flesh was sending signals through Life's nervous system. Or alternatively.....well, Life knowing itself to be a standing wave of energy also recognizes that the saw blade forcing itself through flesh is a direct form of energy disruption to the template of its body, both the greater energy body and the perceived, coagulated 'material' body. This means that the standing wave pattern that had been Life's body has become distorted by absorbing and transmitting the energy of the saw as it traveled through the same 'physical' space. This is exactly the same with all other 'accidents' as may befall human or other life in matterium. Any form of damage is an energy transfer into the standing wave template that is the body.

Another example that perhaps better illustrates the concept was learned by this body's inhabitant decades ago. Working for its 'living' at the time in the forest harvest industry (logger) here in the Pacific Northwest of continental USA, this body had encounter a seriously miserable winter day. Rain, sleet, snow, hail, freezing cold, and heavy dangerous work from pre-dawn to post-dusk had brought this body and its inhabitant to the end of an exhausting day as a tired, frozen, depleted shell of a human.

Once home, and while attempting to restore some of the calories (hint = energy transfer) to this body both internally and externally, the tired inhabitant let attention slip for a moment and the left foot of the body touched the nearly red hot metal of the wood stove used to heat the house.

A nearly instant, LARGE energy transfer occurred. Life in this body recognized it by the smell of burning foot meat.

Then the pain part of the experience began. Of course much screaming, cursing, and general thrashing about also began.

Then this body's inhabitant, thinking itself really brilliant, rushed out the front door, and shoved the offended foot into the nearest snow bank. Again, an energy transfer occurred....this one very much more pleasant than the last.

“Whew.” Thought this body's inhabitant only moments later, “ that was nasty, but ALL better now.”

Of course, this body's inhabitant was merely operating in doofus mode. After returning inside, and once again sealing the house up against the inclement weather, this body's inhabitant realized within mere seconds, that the pain part of this particular wounding aka energy transfer was far from over.

Once again a mad dash out into the freezing rain to plunge the foot into the snow. Not note that while the bottom of the foot of the body was fine with this, the rest of the body was protesting the freezing cold, and the continuing effort to remain vertical.

It was likely due to the exhausted state of the body's inhabitant that it took several hours of repeated episodes of pain, rush to snow bank for relief, but induce other body parts into pain before realization struck that this would continue as long as the 'excess' energy imparted by the burning process was still 'in' the energy of the body. That is, the body's inhabitant understood, albeit tiredly, that a restoration of the previous 'energy balance' was necessary before relaxation, and then ultimately, sleep, could occur. As there was no 'cat door' or other hole through the house to access the snow which was extracting the energy imparted by its opposite, heat, faster than could occur in the air of the warm house, and as the body was too bone weary to accept more cold just for the sake of a burn no matter how painful, the inhabitant informed the bottom of the foot of the body's collective decision, and reassured it that it, the inhabitant, would be going through the pain experience with it, and the standing wave of energy that is the body for this experience of Life, hobbled inside to flop, exhausted, on the floor.

Over the next hour of aspirin and pain, the energy balance was restored. It was then that the body's inhabitant understood that had it just taken that route earlier, that is, eaten the pain then, all at once in a single go, it could have been asleep hours earlier.

Time has proven this to have been a valuable experience in that it taught the lesson of 'eating all your pain' in a single go. If Life thinks about what experience of banging around in matterium provides, the lesson of 'pain delayed is pain magnified' becomes quite clear from everyone's personal experience.

Collectively, the maxim is also easily demonstrated factual at any level, and within any context in matterium.

It is our collective failure as humans that allows for all and any dictatorship to arise. This includes the current dictatorship of the corrupt. The collective failure to exercise mental energy in keeping watch on politicians, banksters, and other human scum has led us to the current state of affairs in which the minions of the entrenched (and hidden) powers fearing the populace of the planet, are contemplating yet another planetary war to try to mind-shift blame for collective pain to a myth of an 'enemy'. They, these minion scum, the same ones who 'bailed out' the banksters and themselves, are attempting to transfer energy. They are desperately trying to transfer all the transpersonal rage coming from the populace to anyone other than themselves or their masters.

The idea being flogged out now, is that 'IRAN' is the enemy. If this new war is not being bought, the minions will use every possible variant of the 'SODDI' (Some Other Dude Did It) defense that comes anywhere close to their twisted small minds.

The fundamental (religious deprecating pun intended) problem for the minions, and even more so for their masters, is that all woundings are energy transfers. As with all energy transfers in matterium basic maths apply. So we have a situation where 99 percent of the planet's humans have been wounded by 1 percent. Again, energy transfer math at work as they took a very very very very very very very long time to wound a very very very very very large amount of people so absolutely huge amounts of energy have been transferred. We, all the 99 percent of humans, are carrying around all this energy as the result of the 'slings and arrows of outrageous fortune' that turns out to be neither outrageous nor fortune, but rather the deliberate accumulated acts of a small cadre of people over a very long time indeed. All of our wounds, physical and emotional, are energies seeking balance.

As some of the 1 percent must realize, the redress of all that energy coming back onto a fractionally small portion of the populace will undoubtedly be a stamina and character testing experience. Thus their fears to accept their fate, and their desperate attempts to delay their personal experience of this pending energy transfer.

It also should be noted that the 99 percent have yet more pain coming, though not more wounding as that has already occurred. What has happened is that the collective, planetary financial and governance system understood as central bank globalism has wounded the populace to the extreme edge of its tolerance. The planetary populace is in the process of understanding that the only way past this wounding is to shed the dead flesh (planetary central banking system and its twin 'currencies' paper 'money' and war). Only then can the healing part of the wounding process be started.

As the rotting corpse of the planetary central banking (and warfare) system falls, it will induce pain not yet considered by the 99 percent as the totality of modern, paper-debt based civilization transforms over these next years. That neither the fall of the system, nor the personal experience of pain can be avoided needs to be grasped. That this pain will be collectively shared will bring some measure of support to each, as all know that the suffering is mutual.

At one level, this body's inhabitant wants to vent the accumulated decades of transpersonal rage onto the 1 percent, and further to do so in full measure for their crimes, both real, perceived, and unknown. At other levels as a practicing yogi (at the sutra 2 level), and aikidoka, as well as being a radiator of the compassion wavelengths, this body's inhabitant recognizes that personal expression of compassion will dominate its manifestation of transpersonal rage. Sigh...it's 'cause they are human... mostly, these minions that is...

However, recognizing that energy transfer math applies, the equation comes down to this:
a whole planetary populace, full of rage, frustration, desperation, and pain has initiated an energy transfer onto a very small number of very guilty fuckers.

Most of these pissed off people are not as affected by compassion waves as this body thus will be quite happy to transfer all the energy received over their lives back onto the guilty fuckers. Since there are actual billions of pissed off people, the very guilty fuckers are going to be on the receiving end of one hell of an energy transfer.

As an old fart who has learned from the past decades of energy transfer coming from the very guilty fuckers, there are a few words of advice that this body's inhabitant has regarding wounding and pain. Noting that the very guilty fuckers are both few in number, and are individuals of personality types that are already uncomfortable with their personal expression of Life in matterium, and are therefore self isolating, self deluding, and have spent all their lives trying to avoid uncomfortable feelings, and sensations, this body's inhabitant is aware the advice proffered will not be understood. Or used... Oh well...we do what we can....

Advice to the very guilty fuckers:
  1. shared pain and suffering (as you well know when you put yours on us) drains away the energy from its source making it less damaging;

  1. it is best to eat your pain in a single meal.

 




copyright blah blah blah more blah 2011 by clif high blah blah and more blah

Saturday, October 15, 2011

Review Of Barron's, Dated 17 October

Once again while at 7-11 today, I wondered if this weekend's Barron's would be any good.  Often my decision to purchase or not is based on the cover story, sometimes I will look on that front page to see if there is anything of obvious interest.

The Cover Story is "Time To Buy!"  BANKS that is.  The graphic is a picture of a bank with "Nobody Loves Me" written on it shedding tears...  Poor banks...  They would get little sympathy from my readers!  Author Andrew Bary notes that banks have come down a LOT by many metrics, and so are CHEAP by some of those measures.  There some tables and graphs showing how they have come down, their P/Es, book value, dividends, etc.  The six banks most commented on are:

Bank of America (BAC)
Citigroup (C)
Goldman Sachs (GS)
JP Morgan (JPM)
Morgan Stanley (MS)
Wells Fargo (WFC)

While each above bank carries its own set of problems (and has its own pluses), I cannot believe that ANY of these would be allowed to fail unless Armageddon is upon us.

Also mentioned in a bullish light (in separate tables) are various regional banks. trust banks and life insurers.

Bary mentions, but does not back up, the notion that our banks are stronger than Europe's banks, which may be true.

He also wrote:

"Banks have replaced energy companies as the most hated industry in Washington.", which of course is completely correct.  OccupyWallStreet is mentioned along with the New York Times as being very unsympathetic to the banks.

The main meme in this article is that MANY have decided that now is a good time to get in these stocks.


Should you?  Will I?  I don't know about you, but I am not biting this lure...


Morgan Stanley is mentioned again, and again in a positive light in another article.


---


Alan Abelson did not write the kick-off article this weekend, so Randall W. Forsyth takes his shots at the Fed.  He chronicles the inability the Fed has shown in trying to get people to spend, companies to invest and banks to lend.  The near-zero interest rates have actually HARMED savers and potential investors.  I agree.  And he does not like Operation Twist, I also agree.  Fred Hickey (The High-Tech Strategist) is quoted that QE3 is a "matter of when, not if".  Forsyth also tells of more accounting tricks by the banks, illustrating JPM's little trick of counting as revenue a decline in the value of its own debt!  Nice trick!  But it did not fool Wall Street, who sold JPM and knocked its share price down 4.8%.  Ha ha!  Wall Street not even buying its own Bankster BS.


---


Numerous shipping indicators (alert ZH readers will have read this already) point to a possible recession (page 18).


---


Next Era Energy (NEE, used to be Florida Power and Light) got a strong bullish review in the "The Wal-Mart of Renewable Power".  NEE is involved big time in natgas, nuclear and wind power, and has a JV going with GE on a solar farm in California.


In a similar vein, Itron (ITRI) got a thumbs up because it is a leader in smart-meters (mostly electric).


---


Tiernan Ray's "Technology Week" has interesting comments on why IBM has been kickin' butt this year, outperforming even mighty Apple (AAPL).  Dull and safe, but very entrenched in its space (mainframe computers, middleware, services (like assembling netowrks providing and consulting on software, etc.).  IBM has become the "Risk Off" play in tech...


Intel and Microsoft, he points out, are much more on the hook in the PC market ("Wintel") which is not doing so well lately...


And Apple?  All eyes are on Apple having successfully (very successfully) rolled out its iPhone 4S, which a few days ago seemed to be a disappointment.  The drama comes soon for Apple on Tuesday afternoon when they announce their earnings.


---


Right at the end of "Weekday Trader" is a little gem for followers of Europe (includes me).  Richard Morais is quoted as saying that "Greece will be forced to restructure its debt in an orderly way, like any quasi-bankrupt company would...Germany will be picking up the bulk of the tab.  That also means Germany and its $3.3 trillion economy is calling Europe's shots."  Forget the little dramatic meetings of Merkel and Sarkozy.  ZH can't scoop everyone all of the time...


---


Bill Alpert interviews Heidi Wood (Morgan Stanley, HEY!  What is this, MS week at Barron's?) the defense stocks analyst there.  She makes a pretty compelling case for General Dynamics (GD, they make subs...), Textron (TXT) and United Technologies (UTX).  Less so for Boeing (BA) and ship-builder Huntington Ingalls (HII).  Disclosure, I own a small holding in UTX, and I know they are involved in many non-defense industries in which they are very strong, I know a sales engineer who sells BIG TICKET equipment to LatAm, and they are doing great!


---


In the Classifieds (near the back of the main section, there is a curious ad for a Medical Marijuana business up for sale.  Who'da thunk it, an ad like that in Barron's?  $60,000 gross sales per day.  Curious? 


diana@directbuds.com


---


Thomas Donlan a hard core capitalist (in the sense of not liking government meddling, deficit spending etc., I am RIGHJT THERE with him) writes two editorials today.  One is the loathsome Chuck Schumer pushing a Smoot-Hawley like act against the Chinese.  They can retaliate...  Trust me on the this one: trade wars are BAD.  His other editorial concerns OccupyCampRunamuck, in which he suggests that they go to Washington and occupy Capitol Hill instead!  


I would only add that the consider occupying 33 Liberty St. and the Fed in DC while they're at it...


---


The "Market Week" section was pretty slow this week (remember that I only review the MANY items in Barron's which draw MY attention).


Corn is mentioned in the "Commodities Corner" article as likely to not go up much more because of a harvest that met expectations (down, but not that much vs. last year).  Soybean harvest was just tightened by the USDA and so might have better (upwards) price action.  If you like "paper food" (as I kind of do) take a look at JJG, the grains ETF.


The Peruvian Sol again strengthened again vs. the US$!  When you net it all out, a stronger Peruvian Sol is GOOG for our lil ol bearing company there in Peru.


Not much (as has been the case for weeks now) going on in the Money Supply or Fed statistics either.


Bottom Line:


Barron's is worth the $5.00 this weekend!

Tuesday, October 11, 2011

Ameru Has Received New Bearings!

From Iljin (Korea) our supplier of double-row wheel bearings and Hub & Bearing Assemblies, check out the below:


Stock
Medidas
Codigo
Nominal
(mm)
Applicacion
RODAJES
IJ-111001
350
38.1 x 70 x 37 x 37
Hyundai Rueda Delantera
IJ-111002
90
42 x 80 x 34 x 36
Hyundai Rueda Delantera
IJ-111003
150
45 x 84 x 39 x 41
Hyundai Rueda Delantera
IJ-111005
90
39.1 x 74 x 34 x 36
Hyu. Avante R. Del.
IJ-111006
75
28 x 58 x 42 x 42
Daewoo Damas R. Del.
IJ-111009
100
34 x 64 x 37 x 37
Varios, Rueda Delantera
IJ-111011
15
Daewoo, Rueda Delantera
IJ-131008
25
Peugeot Rueda Delantera
BOCAMAZAS
IJ-112032
20
Kia Sportage, Rueda Post.
IJ-113002
100
Hyundai Sonata R. Post
IJ-113005
30
IJ-113006
15
IJ-113015
40
Daewoo Rueda Posterior
IJ-113017
10
Daewoo Rueda Posterior
IJ-113041
8
IJ-132007
15
IJ-212001
200
Hyundai Gran Starex (H1)
IJ-212002
50
Hyundai 


Link (in case above does not format well):

https://docs.google.com/spreadsheet/ccc?key=0AhnHmH-02CQIdHVyUHBrN28xZmlhcVZTWV9mWGtEZkE&hl=en_US&pli=1#gid=0

Sunday, October 9, 2011

Reader "P" Sends Along An Idea About Surveying PM Dealers

Recently I quoted an email from reader "P" who earlier reported in from the DFW area that there was little physical gold there.

He just now sent me an interesting idea.  That some of us, he suggest 12 would be enough, prepare a standardized set of a few questions that we would ask our local PM dealers.  This could be done domestically AND internationally.  I always am looking at the Stats area of my blog, and I have readers from all kinds of interesting countries.  Reports from overseas would provide good context (hey, look, it was "Jonny Bahrain" who FIRST mentioned non-investment gold was UNAVAILABLE in Bahrain).

I will just pop-off a "Prototype Questionnaire" for reader comments and improvements:

1)  On a scale of 1 - 10 (10 being nice and heavily stocked), how well are you stocked with American 1 oz Gold Eagles (overseas: whatever the local "flagship" form of gold).

2)  Same scale, how well are you stocked up re other forms of gold?

3)  What is the $ premium of AGEs to spot (or %, but we could calculate that)

4), 5) and 6)  Same for silver

We could also get similar info from APMEX, Tulving and Gainesville as well as look at the 24hgold / eBay widget.

Any shortages would likely show up very quickly after a survey is sent out...

We could do this every month or two, but perhaps we should do such a survey VERY SOON, to establish a baseline, meaning that we presume that things are now pretty normal.  Then if supplies start to get squeezed (or premiums go up), well that would be useful information for us all.

This kind of information could go onto an Excel spreadsheet very easily...  Easy to share...

PLEASE send me your feedback!  Especially if you would like to do the survey in your city.  I do not need names, etc.  Just what city you would monitor.  And what a simple but good survey should include.  Hey, I just winged all of the above!  Nothing is set in stone.  Anyone who has SURVEY EXPERIENCE is even more welcome to make suggestions.

---

Games, frontiers...  Suggests the below video:

http://youtu.be/LKb9XQ39-zc

Thumbnail
3:58

Saturday, October 8, 2011

Weekend Reading

I should have saved the $5.00 and not bought the Barron's this weekend.

They ARE paying attention to the mess in Europe as well as OccupyWallStreet.  Wondering in both cases what is real and how deep these two subjects go...  As ZH has reported, it is not just smelly young and old hippies doing OWS, they have gotten some support from some on Wall Street itself.

Barron's has a special section on mutual funds, that would be worth a look for anyone holding those.

Andrew Bary has nice things to say about Junk Bonds, but "no gracias" for me.  Are you kidding?

Pharma stocks Bayer. Merck and Roche got positive coverage.

"Commodities Corner" article was about pork (pigs, that is) for China.  Bullish they say...

No real change on the Fed's Balance Sheet nor in the Money Supply nor Monetary Base.

Yawn...

---

Jim Willie CB (goldenjackass.com is his website, and it will point you where to go to read his latest) put out another dragon-fire-breathing piece on how Treasuries having such a low yield is evidence of broken our markets are!

Jim Willie is perhaps the Internet's most prominent bear!  He typically puts out his growling-est bearish  articles about three times per month.  24hgold.com almost always has his articles up on Thursday or Friday (when Jim publishes), but he can be found at other sites too.

He provides (as he often does) a brief technical analysis of gold and what he thinks will happen (it will go up).

Jim Willie does NOT think like FOFOA does though.  I think FOFOA has it right on what is going to happen to gold.  As I always do, I refer anyone not familiar with him (IMO the BEST gold analyst out there) to get a bunch of time free and go to his blog and start in:

fofoa.blogspot.com

(Disclosure: I contribute.  And if you like his stuff, you should too.)

---

Zero Hedge is following the whole mess in Europe admirably well (like I have tell you all that).  I believe that Europe is very important to watch.

A BAD Greek default will have more impact than is generally realize, in this Junior Blogger's opinion.  Bad things happening in Europe will lead to bad things happening here.

Prepare accordingly.

---

Over the last several days I finished reading two books:

In the Plex (Steven Levy), a really good book on Google and how it works.  It was published in April 2011 and seems already obsolete...  Levy did write about Google's face-off with Facebook (now up to 800,000,000 users, almost all fo our employees at Ameru are on Facebook!), I just have started seeing Google trying to strike back with its new Social Network (Google +) which I am sure all "gmail" people have seen by now.  The book at all, it IS very good.  But, change is fast on the Internet...


Bloodmoney (David Ignatius) is an espionage story about (mostly) Pakistan.  Excellent reading!  I enjoy books about Big Money, High Stakes, Action, etc.  It's all there if you like the same kind of reading.  Pakistan.  Hmm.  Pakistan and Nigeria are two of the worst places in the world I read.  I would not go to either one unless you have someone you know and trust in either place.  (Go to Peru instead!)

Wednesday, October 5, 2011

Breaking News: No Silver! (Or At Least Much)

Reader Cyndi reports on silver:

Hey guys,

I just tried to buy some junk and regular silver from the coin shop
near my parents house. He's completely sold out! No silver
whatsoever! Also, he said he'll let me have the junk for spot!!!
Talk about increased premiums! Last time I bought from him (April) he
gave me $10 UNDER spot!!!! Shit! I'm a bit stuck as Gainesville
Coins won't ship out here, and Apmex has a high premium, and once I'm
done paying that AND shipping, and then postage back to my mom, well,
you get the idea...sheeesh. That said, Apmex has some really cool
Striding Liberty half dollars I want SOOOOO badly( (for myself) I just
might have to whip out the old JPM credit card, lol. The Onza should
ship in a few days. I like buying shiny stuff.

:o)

End Cyndi's email to me.

OK we now have three boots on the ground reports (and yes, DCFusor, you may very well be right about sellers NOT wanting to sell below cost):

*** Jonny Bahrain noted no investment gold in Bahrain
*** Reader "P" reported no gold at an important coin shop in Dallas
*** Reader and "Virtual Friend" Cyndi reports on silver above.

eBay/24hgold widget shows premium of 23.6% for gold and 83.5% for silver.

Update!

All around smart guy DCFusor was able to make this image available to me in a format that would fit in my blog!  Thanks DC!  This may be a record...  From Clive Maund to Rocky Racooc to DCFusor to my blog!

Oh, and baa-ah!   Baaah-aaahh-baaah!

Bah!  The picture below worked for a while anyway.  Such is the life of a Junior Blogger, there's always something...

26.jpg

Breaking News: No Gold!

Reader P sent me this email:

Robert,

I stopped by my usual dealer today in the Dallas Fort Worth area. He was out of everything. I've been a big buyer in the past so he's willing to spend quite a bit of time to describe market conditions. First, he can secure gold eagles, but it would take a few weeks to deliver more than ten. Platinum has been gone for a long time and he'll lock in the price, but needs 90 days to deliver. Silver was nearly the same story. I asked if he's seen bars and he told me, "not in a few weeks". Now this is a guy who could routinely fill $100K orders in 24 hours. I asked about the clients - many more 'big-fish' - people coming in to buy 10, 20 or a hundred Gold Eagles in one purchase. Any newbies? He said yes, and added that most of the people who buy now are new to Gold and Silver and really use up his retail time to explain how things work. His margins are higher than in the past - $1.50 oz for 90% bullion and up to $2.50/oz for silver bars (depends on the type). Gold Eagles are sold at $95 over spot. Since the latest price declines he has had any sellers. He offered that the price of silver shouldn't have declined by $12 in the past few weeks - it should have gone up by that much. He's optimistic that prices will start moving up again soon, but supply will continue to be a problem.

Best regards,
P

---

Thanks P!

Link to ZH vs. the street.com Graphic I saw at the Hedge Today

I could not get the image into here, but here is a link to a Google Doc that will show you that ZH has passed thestreet.com in viewing rank:

https://docs.google.com/document/d/1tPlAU0vDbVjSZGfzURiscTm5Z5Bm2NlRgKSFr1HIgvw/edit?hl=en_US