Latest CWR, John Rubino and Michael Hampton Options

[Cuthbert Calculu...]

Just to say that we have a new Commodity Watch Radio with:

John Rubino and Michael Hampton

John Rubino, author of The Coming Collapse Of The Dollar, talks gold, green stock investing and stock markets, while Michael makes a phenomenal call on yesterday's interest rates.

You can listen at the sister site http://commoditywatch.podbean.com/ and the show should be up on the main page at Minesite,
http://www.commoditywatchradio.com, some time tomorrow.

[DrBubb]

that was quick!

You can listen to my bit, which is first, and hear that at least once in a while the fog lifts.
and a short term prediction works out- maybe crossing the fingers while doing the interview helped.

Here's the chart that I mentioned, which compares : Juniors with Major Gold shares & SPX

CDNX vs. SPX and HUI ... from Mar.31, 2004 to Dec.31,2008 ... update



(In the chart above, CDNX is a proxy for the Junior miners & exploration companies)

Short term: the Last 15 days ... update


Juniors/ CDNX have a long way to go to catch up (with HUI and SPX) and bounceback to last week's level.
Will this bounceback create the old "slingshot" effect? Maybe. Let's watch in coming days

= =

John Rubino's part went into much more detail on all the issues.

I liked the bit where Dom and John discussed how the "average middle class homeowner is now a millionaire"

But now ... WEALTH IS BEING DESTROYED... as values return to normal

Real Estate is a "bubble on top of a bubble"- a drop of over 50% may be coming, John Rubino says.
But that real estate bubble is on top of massive use of fiat currency. So strangely enough, real estate could hold its
value if currency values fall fast enough.

Mid-way through, John Rubino talks about bargains in Junior Miners.
He says some will go up "by 10 times" but it is important to be diversified
when investing in Junior miners and explorers.

Personally, in his own portfolio he is equally divided between
+ Gold stocks, and
+ Long-dated puts on financials

Later on, JR talks about about Green Energy, and his new book!
I want to get a copy, and write a review. He has a good point that Solar stocks are running,
and have been a great place to invest. (I own one myself, and should start a thread.)

[DrBubb]

John and Dom have a short bit towards the end where they develop a simple formula...

How to Survive the Coming hard times:

+ Get out of debt
+ Downsize
+ Invest only in those companies that will be around (Goldcorp instead of Citigroup)

[Steve Netwriter]

Brilliant. Num 5 to listen