bhc investment

Dario, No, the S&P position is still open. In fac...

2009-12-20T23:08:40.945Z

Dario,

No, the S&P position is still open. In fact, we intend to add to our short if the equity index is to get any higher. No matter how relentless Bernanke is going to keep his printing press working, it will not bring back the bull market in stocks that's long gone.

We were away for months early this year and I had not updated the section on the right since returning. It's only the S&P position that's not shown and without the cost for NG adjusted after we added some time ago.

No, you are not missing anything. If we do enter or exit a position, we will post it. We are not a short-term speculator. We rarely open a position only to close it out the next day.

I do not see a post inticating you exited this sho...

2009-12-20T12:18:05.101Z

I do not see a post inticating you exited this short position, but at the same time and I do not see an open short position on the right hand side of your blog (Boon´s Positions).

Am I missing something?

Thanks

Boon, when you say unhedge, do you mean long or...

2009-12-11T08:12:39.728Z

Boon,
when you say unhedge, do you mean long or short?

You can see Glenn Neely's latest commentary -- loo...

2009-12-01T20:29:35.576Z

You can see Glenn Neely's latest commentary -- looking back and projecting ahead -- just posted on his website today:
http://www.neowave.com/company-nov2009interview.asp

How do we explain the trade value of the oil futur...

2009-11-27T16:43:02.779Z

How do we explain the trade value of the oil futures or silver or gold is many times the value of the total productions value of such commodities?

would appreciate your view of oil price drop from ...

2009-11-27T16:40:23.919Z

would appreciate your view of oil price drop from USD147 per barrel to USD30 if it is not due to speculation? How do we explain the absolute value traded in the oil future is many times the actual value of oil produced? Even like silver or gold? Thanking you in advance for you view.

oh this content is impressing as it has referred t...

2009-11-05T08:02:24.108Z

oh this content is impressing as it has referred the great Aristotle's point of view. this is absolutely true those characteristics are informative too before going for some investment. For further more information just click the link Gold

It's easy to predict market downturn during any Bu...

2009-09-25T03:46:44.160+01:00

It's easy to predict market downturn during any Bull market. You seem miss a important fact here, timing! The key question is when? You can keep saying stock will go down when market is at 7000, 8000, 9000 or even 10000. Market will eventually come down anyway. So, all your points made here are seem to be irrelevant.
Also, tired of looking at "bhc vs xxx", I don't even think bhc deserves the comparison. The best way to compare is via bank account, as WB once said, Fortune is a measurement of men capacity. If there's a day you are richer than Faber or WB, then you compare.
You don't have to be a rocket scientist to know sometimes comments made by these fellows are political or strategical influenced, what they say and do could be different stories.
Looks like you are very naive in getting these sort comment and even use their words to compare your analysis. This is the Funniest thing I've ever seen.

Interesting article. I'm with Fisher Investments,...

2009-09-22T18:06:56.916+01:00

Interesting article. I'm with Fisher Investments, and our publishing imprint, Fisher Investments Press, has come out with a sector guide that can help investors make decisions when investing in the Materials sector. Check it out at Fisher Investments on Materials

Boon, would appreciate your explanation: You said ...

2009-09-08T14:08:40.245+01:00

Boon, would appreciate your explanation:
You said inflation is going to get us out of recession. But inflation has to be supported by a growing economy, right? If the economy is not in recovery path, why or how is the inflation being supported?

It's easy to predict market to go down as every bu...

2009-09-01T04:49:22.072+01:00

It's easy to predict market to go down as every bull run will come to an end. The q is when. U said that when market was 8000, 9000, u could continue to say at >10000, and eventually get it right.

Hi Boon, I've been running bursamonitor.blogspot....

2009-08-25T02:14:23.231+01:00

Hi Boon,

I've been running bursamonitor.blogspot.com for a few months and am trying to promote the website. Would you like to do a link exchange? I already linked yours.

Thank you for your time.

Think for such a long timeframe wave (> century), ...

2009-08-25T01:47:44.552+01:00

Think for such a long timeframe wave (> century), the inflation or decreasing value of money need to be 'normalised' into the wave. If 10USD then, it might be 40USD now.

Going back to basics may be what we need. However...

2009-01-22T05:28:00.000Z

Going back to basics may be what we need. However most of us cannot stomach the pains of adjustment. So we sincerely 'hope' the old tricks, e.g. monetary easing, fiscal stimulus will work one more time :-) For believers in gold, that is a good news because mass psychology will guarantee gold price that even gold bugs cannot imagine. For gold bugs, the mega trends are set in stone, they just need to be prepared and WAIT...

Ha, ha...... Very interesting logo!

2009-01-09T02:22:00.000Z

Ha, ha...... Very interesting logo!

We last see BHCinvestment position in August 2008....

2008-12-15T10:52:00.000Z

We last see BHCinvestment position in August 2008.

As the year coming to and end, it would be greatly appreciate that we can see an update on position whether rollover or not.

would bhc be able to update on current futures ope...

2008-12-04T13:48:00.000Z

would bhc be able to update on current futures open positions on Crude Oil & Natural Gas & Gold & R Rice?

Regards,

Boon, when are you coming back?? :PLong time don't...

2008-10-18T17:32:00.000+01:00

Boon, when are you coming back?? :P

Long time don't see your active posts.

So GOLD is the long term hedging instrument?

2008-10-07T16:05:00.000+01:00

So GOLD is the long term hedging instrument?

Dear Boon,You're saying that oil will remain in th...

2008-09-24T13:58:00.000+01:00

Dear Boon,

You're saying that oil will remain in the region of $100 ? But then you're also saying that all the money printing will be inflationary - so, will crude go higher or stay around $100 ?

In your opinion, which part of a recession are we in 1-2-3-4?

I'm so afraid to ask, but how will Malaysia fair in all these?

Did you receive my reply?

2008-09-02T16:19:00.000+01:00

Did you receive my reply?

I love your blog and its extremely insightful, but...

2008-08-30T21:51:00.000+01:00

I love your blog and its extremely insightful, but with all due respect, the Fed DOES return money it earns in interest back to the treasury. There's an interesting article about it in last weeks Barron's. You should be able to find out that this is true doing a quick search online.

If you read the Fed's 2007 annual report:

http://www.federalreserve.gov/boarddocs/rptcongress/annual07/default.htm

Scroll to the Income Statement on page 172. Notice, the last line "Payments to the Treasury," with a footnote "Interest on Federal Reserve Notes."

In 2007, the Fed earned 38.7 billion in interest and returned 34.6 billion to the treasury.

Very good......

2008-08-30T10:38:00.000+01:00

Very good......

boon, thanks.

2008-08-24T13:01:00.000+01:00

boon, thanks.

yvonne,-- Warren Buffett: "Risk comes from not kno...

2008-08-22T08:02:00.000+01:00

yvonne,

-- Warren Buffett: "Risk comes from not knowing what you're doing."

-- Buying on margin that you cannot afford will expose yourself to insolvency when the markets move against you aggressively. If insolvency can be a problem for you, don't do it.

-- Invest for the long term. You can invest in an index fund or buying the physical.