Jeb Handwerger

As we predicted, our uranium (URA) and rare earth (REMX) selections are amongst the leaders during this market rebound.

At the end of 2011, Merkel and Sarkozy got together for an unusual emergency meeting. They pledged to come up with economic salvation. Immediately the equity markets mounted a year end “Halleluyah” rally.

The end of 2011 and the beginning of 2012 greeted investors with spooky market stories to scare investors.  A prominent cartoon in the Wall St. Journal depicted a pretty lady shrieking, “The DOW Sank 17%”.  Another balloon read “The US Loses Its AAA Rating”.  She is screaming, “Who Will Fix Europe?”.  Another caption reads, … Continue reading

Commodities In Characteristic Selloff

Rarely has such technical destruction been visited on stalwart sectors such as gold, silver and the mining stocks(GDX).

Those of us who are buyers and believers in the long term continuing secular rise in resource equities are going through a time of testing.

This is one of those times that we have inveighed about so often. It is a typical “COM” week where markets are designed to confuse, obfuscate and misdirect the players. All thirty DOW stocks and commodities were down as Europe and Bernanke disappointed the markets with what they did not do.

The markets have spoken in response to the failure of the Super-committee to reduce spending in Washington with a major decline. This is less than a stellar review for currently elected officials going into the 2012 election.  At this point, the marketplace is saying that the “Emperor’s Have No Clothes”.   The word emperor  is … Continue reading

Bullets are flying in what has become the new warfare. In the old days wars were fought with Pearl Harbor surprises and outright takeovers of territorial assets

Germany (EWG) has taken the path away from nuclear following Fukushima by shutting down their reactors and importing natural gas from Russia (RSX) and nuclear energy from France(EWQ).

We have alerted our subscribers on many occasions during the past two years that global credit downgrades of sovereign nations were inevitable. It does not take a prophet to have foreseen the turbulence in the global marketplace that we have witnessed since the expiration of QE2. Standard and Poor’s cut the rating one level from AAA to AA+. This action sent shockwaves reverberating throughout the financial world as irrational investors sought U.S. treasuries for liquidity.

Stock markets are tumbling from Japan to Wall Street. Already shaky Spanish and Italian financial instruments are quaking in their fancy boots as Greece does not make the cuts needed to be able to receive financial assistance