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January 14, 2012, at 5:23 pm
by Jim Sinclair in the category Jim's Mailbox |  Print This Post |  Email This PostJim Sinclair’s Commentary There is an axiom that must be remembered under today’s strange financial circumstances with top financial management by sociopaths. The guarantee is no better than the guarantor. Hi Jim, Regarding Jeff Berwick’s article, "Who Really Owns Your Gold Stocks?," it is important for JSMineset readers to understand the limitations of SIPC Continue reading Jim’s Mailbox January 12, 2012, at 8:19 pm
by Jim Sinclair in the category Jim's Mailbox | Print This Post | Email This PostDear Jim, This was posted at LeMetropole Cafe today. Is this the start of the storm? “I just noticed today that two days ago Blackrock filed a 13G with the SEC, reporting a 10.4% ownership position in Agnico Eagle (AEM) stock. We won’t know for sure if this is part of a larger wave Continue reading Jim’s Mailbox January 7, 2012, at 2:44 pm
by Jim Sinclair in the category Jim's Mailbox | Print This Post | Email This PostDear Jim, We met at GATA’s conference in London and you gracefully told me that my 3 small children made me the wealthiest in the room. Here’s a picture. Of course I am trying to secure their future in PMs. Anyway, while on vacation in Sharm El Sheik, I can report that a Continue reading Jim’s Mailbox January 6, 2012, at 11:21 am
by Jim Sinclair in the category Jim's Mailbox | Print This Post | Email This PostHi Jim, More grist for the QE3 mill. Sounds like it will be sooner rather than later. How long have you been saying “QE to Infinity”? Best Regards, CIGA Black Swan
Mortgage-Bond Market Roiled as Bernanke Report Fuels Speculation By Jody Shenn – Jan 5, 2012 4:32 PM ET Fannie Mae and Continue reading Jim’s Mail Box January 5, 2012, at 12:20 pm
by Jim Sinclair in the category Jim's Mailbox | Print This Post | Email This PostDear Jim, I thought you’d be interested in the following refutation of Armstrong’s recent negative comments about gold. See prior “QE Boom Coming” email I sent you containing Jaitly’s article. Carl Jim Sinclair’s Commentary Why refute? He is right when he says there is no economic boom coming. That is for sure – but Continue reading Jim’s Mail Box January 3, 2012, at 3:32 am
by Jim Sinclair in the category Jim's Mailbox | Print This Post | Email This PostHi Jim, This article appears to mirror your own sentiments on gold, but with an emphasis on the carnage in the gold stocks. As the saying goes, “It’s always darkest before the dawn.” Best regards, CIGA Black Swan Junior-Gold Carnage Scott Wright December 30, 2011 As 2011 comes to a close, investors will reflect Continue reading Jim’s Mailbox December 30, 2011, at 7:20 pm
by Jim Sinclair in the category Jim's Mailbox | Print This Post | Email This PostHi Jim, Iran is heating up. They’re going to test fire long-range missiles tomorrow. Wonder if that’s why gold was up today? The New Year should be quite eventful! New Years Greetings, CIGA Black Swan Iran to fire long-range missiles in drill-agency Fri Dec 30, 2011 9:45am EST By Parisa Hafezi TEHRAN, Dec Continue reading Jim’s Mailbox December 29, 2011, at 1:55 pm
by Jim Sinclair in the category Jim's Mailbox | Print This Post | Email This PostSilver From Investment Darling to Pariah CIGA Eric The downside blowout of lease spreads reflects the invisible hand borrowing silver to ignite the cycle of panic in silver. Notice how the negative lease spreads compress as price declines (falls down the elevator shaft). Real Silver Lease Rates (1-Month LIBOR less 1-Month SOFO) and London Continue reading Jim’s Mailbox |
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