Smart Money

Phoenix Capital Research's picture

The Smart Money is Leaving the Building





Traders and investors do not respond to sea changes instantly. The smart ones take note and begin adjusting their portfolios and hedging their bets. This doesn’t result in massive market moves as these investors are sophisticated enough to move out of old positions and into new ones without drawing too much attention

 


GoldCore's picture

Silver Surges 12% In 5 Trading Days - Record Silver Coin And High ETF Demand





Sales of silver coins by the U.S. Mint have set a record high in the first half of 2013 seeing the best start to a year ever. 

Year to date Silver Eagle sales are at 30.3 million, a record pace that was supported by soaring July sales. Silver Eagle sales had a record year in 2011. That year, it took until September 21, 2011, to reach above 30 million in sales for the year.

Therefore, 2013 looks set to be a record year for Silver Eagle sales.

 


Tyler Durden's picture

US Retail Investors (Alone) 'Rotate' All-In





With revenues fading, profit margins collapsing, and only financial institutions' entire lack of transparency providing any lift in EPS, the 'great rotation' continues to provide enough cognitive dissonance to sink a boat for the asset-gatherers. The trouble, as we showed previously, is this 'rotation' is dominated by US retail investors (more specifically non-US domiciled and non-retail investors are rotating away from US equities). The US retail investor has shifted in a great-rotationary manner by the greatest amount since Feb 2000 - just as the last great bubble burst. US equities are the 3rd most over-crowded speculative long asset in the world after Crude Oil and the Brazilian Real. It seems the Fed is getting just what it wants but, just as Kyle Bass warned, "investors should be really careful doing what the central bankers want them to do."

 


Tyler Durden's picture

The Smartest Money Has Two Words Of Advice: "Sell Now" (And Is Doing Just That)





Yesterday, in the aftermath of first Apollo then Blackstone, it was the turn of that third mega Private Equity shop, Fortress, to "say that now is the time to exit investments as stocks rally and interest rates start to rise. "This is a better time for selling our existing investments than making new investments," Pete Briger, who oversee the New York-based firm's $12.5 billion business said on a call with investors yesterday. "There’s been more uncertainty that’s been fed into the markets." Ironically, this is precisely the opposite of what one will hear on the mainstream media, but such is life: for every smart money seller, there must be a willing sheep led to the slaughter.

 


Tyler Durden's picture

Guest Post: Why Oil Could Move Higher... Much Higher





The conventional wisdom of the moment is that a weakening global economy will push the cost of commodities such as oil down as demand stagnates. This makes perfect sense in terms of physical supply and demand, but this ignores the consequences of financial demand and capital flows. The total financial wealth sloshing around the world is approximately $160 trillion. If some relatively modest percentage of this money enters the commodity sector (and more specifically, oil) as a low-risk opportunity, this flow would drive the price of oil higher on its own, regardless of end-user demand and deflationary forces. If we grasp that financial demand is equivalent to end-user demand, we understand why oil could climb to $125/barrel or even higher despite a physical surplus.

 


testosteronepit's picture

What Do Gloomy CEOs See That Giddy Stock Market Investors Don’t?





CEOs have a primary job: manipulating up the stock of their company. But why they now wallowing worldwide in 2009-like gloom about the economy’s future?

 


David Fry's picture

Markets Rally on Bernanke Re-Clarification





My muse today was from the movie Network from nearly 40 years ago. In this clip you merely need to substitute global central banks (Fed, ECB, BOE, BOJ and etc) and mega-banks (GS, JPM, C and etc) into the mix.

 


testosteronepit's picture

Retail Investor Nightmare: The Bond Fund Rout





“We’re just building a bigger and bigger time bomb.”

 


Monetary Metals's picture

Selling Low and Buying High: Hedging by the Gold Miners





Gold miners hedged by selling their production forward during the bear market. Later, when the price was rising, they bought back their hedges at great expense (Barick alone wasted $6B). There is a better way.

 


GoldCore's picture

Gold, Silver, Equities, Bonds Plunge On Fed Noise And China Debt Crisis Risk





Bonds, shares plus gold and silver fell sharply around the world this morning after the U.S. Federal Reserve again suggested an end to their easy money policies. Data also showed China's economy slowing down amid growing concerns that a credit crunch in China is worsening.

 


GoldCore's picture

U.S. Mint Sales of Silver Coins Reach Record in 2013 First Half





This was clearly seen in 1980 when silver rose from $6.08/oz on January 2nd 1979 to $50/oz on January 21st 1980 or more than eight fold in less than 13 months (see chart).

Given silver’s volatility, dollar, pound or euro cost averaging into position remains prudent. Similarly, when prices have had a parabolic gain - dollar, pound or euro cost averaging out of a position will be prudent as it will be nigh impossible to time the top.

 


Monetary Metals's picture

Why is Gold Draining out of COMEX Warehouses?





It is a fact that COMEX gold inventories are falling and silver inventories are rising. Why and does this help predict the next price move?

 


Tyler Durden's picture

Housing Bubble Pop Alert: Colony Pulls IPO On "Market Conditions", Blue Mountain Rushes To Cash Out Of Own-To-Rent





Here is a simple way to test if the last year of housing market gains have been due to a real, fundamental, consumer-led recovery, or nothing but the latest iteration of the Fed's money bubble machine manifesting itself in the place of least du jour resistance - houses: Assume rising interest rates.

 


smartknowledgeu's picture

Independent v. Mainstream News: Informed v. Re-Educated





Today, there is almost zero truth in mainstream media. The fascist corporate-banking-government machine has ensured that mainstream media has now become the official department of propaganda, not only in political news, but also regarding nearly all financial news as well.

 


Tyler Durden's picture

18 Signs That Massive Economic Problems Are Erupting Everywhere





This is no time to be complacent.  Massive economic problems are erupting all over the globe, but most people seem to believe that everything is going to be just fine.  In fact, a whole bunch of recent polls and surveys show that the American people are starting to feel much better about how the U.S. economy is performing.  Unfortunately, the false prosperity that we are currently enjoying is not going to last much longer. Unfortunately, the majority appear to be purposely ignoring the economic horror that is breaking out all over the globe.

 

 


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