alexchompff.wordpress.com
2014 Predictions | Thinking Out Loud
https://alexchompff.wordpress.com/2013/12/28/2014-predictions
Project and Portfolio Managment. December 28, 2013. In the spirit of testing out my own hypotheses in no particular order, here goes:. Gold will continue to decline. I predict a low point around 800.00 oz. I’m specifically looking for the silver:gold ratio to drop below the 40:1 level. It’s been in the low 60s for sometime now. Disinflation will begin in the United States, if it hasn’t already. This is complicated – the reported inflation rate from the US Government is falsified. Avoid bonds for a while.
alexchompff.wordpress.com
Time to check in on my 2014 predictions, see how they turned out. | Thinking Out Loud
https://alexchompff.wordpress.com/2014/08/30/2064
Project and Portfolio Managment. Time to check in on my 2014 predictions, see how they turned out. August 30, 2014. In the spirit of accountability, a full 8 months into the year, let’s see how my 2014 predictions. 1 – “Gold will continue to decline. I predict a low point around 800.00 oz.I’m specifically looking for the silver:gold ratio to drop below the 40:1 level. It’s been in the low 60s for sometime now.”. Gold is about 1287.00 today. The day I made my prediction, gold was about 1213.00. 2 – ...
alexchompff.wordpress.com
The key to understanding Vladimir Putin is that he’s not bluffing | Thinking Out Loud
https://alexchompff.wordpress.com/2014/09/10/the-key-to-vladimir-putin-is-to-understand-that-hes-not-bluffing
Project and Portfolio Managment. The key to understanding Vladimir Putin is that he’s not bluffing. September 10, 2014. As a former Marine, one will learn a basic rule of conflict, which is that the most committed person generally wins. Commitment trumps almost everything. It’s hard to explain if you’ve never been in a real fight, but trust me, it’s true. Vladimir Putin is completely rational. This is not an endorsement of the man or his policies, it’s an observation. Now, Marines are not all generals (I...
alexchompff.wordpress.com
Alex Chompff | Thinking Out Loud
https://alexchompff.wordpress.com/author/alexchompff
Project and Portfolio Managment. All posts by Alex Chompff. The key to understanding Vladimir Putin is that he’s not bluffing. September 10, 2014. As a former Marine, one will learn a basic rule of conflict, which is that the most committed person generally wins. Commitment trumps almost everything. It’s hard to explain if you’ve never been in a real fight, but trust me, it’s true. Vladimir Putin is completely rational. This is not an endorsement of the man or his policies, it’s an observation. Now, Mari...
alexchompff.wordpress.com
A strengthening dollar is depressing gold – Equities are getting a boost | Thinking Out Loud
https://alexchompff.wordpress.com/2014/08/21/a-strengthening-dollar-is-depressing-gold-equities-are-getting-a-boost
Project and Portfolio Managment. A strengthening dollar is depressing gold – Equities are getting a boost. August 21, 2014. The dollar is strengthening and geopolitical risk is priced in (or ignored), effectively depressing the price of gold. A strong demand for dollars is driving both equity and and bond prices. Lower bond yields sustain borrowing, and so I think we’re seeing something like an internal carry-trade being executed. What’s preventing a similar catastrophe now? Has it truly abated? Ebola is...
