Texas Hedge Report

Texas Hedge Report

Contributor since: 26 Feb 2010

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• Powerful Silver ETF

  Published 05 November 2005 | viewed 4,805 times

  Death by a thousand cuts. At least that is what it felt like for those poor souls who were invested in precious metals during the…

• Misreading Bernanke

  Published 26 October 2005 | viewed 5,576 times

  So it finally happened. On a chilly Monday morning in October, news surfaced that the nomination of Ben Bernanke as new Fed chairman was imminent.…

• Gold Loves Trouble

  Published 14 October 2005 | viewed 4,790 times

  One would think that an average P/E of 20 on properly accounted for earnings (including stock options and pension adjustments) would weigh on the market.…

• Re-armed Japan Threatens the Dollar

  Published 22 September 2005 | viewed 6,517 times

  September 11 th was a historic day for American foreign policy. We are, of course, talking about 9/11/05 when Japanese Prime Minister Junichiro Koizumi's Liberal…

• Gold Quietly Emerging

  Published 08 September 2005 | viewed 4,241 times

  The experts tell us not to fight the Fed. In an environment of rising rates, gold's good times are finished, so we are told. Indeed…

• Greenspan's $500/Oz. Legacy

  Published 05 August 2005 | viewed 5,539 times

  Housing prices are booming. The NASDAQ and S&P 500 stock indices are at four-year highs. The Russell 2000 index is at an all-time high. The…

• China Gives Green Light to Gold

  Published 22 July 2005 | viewed 6,767 times

  The news that China cut its currency link to the U.S. Dollar came and went with little media reaction. Headlines and live feeds out of…

• Soviet Economics

  Published 01 July 2005 | viewed 5,526 times

  If you ever have the chance to travel through Moscow, we would recommend experiencing the local "Metro" subway system. The local trains aren't much different…

• Backstreet's Back (Time to Sell)

  Published 23 June 2005 | viewed 10,604 times

  Elliott Wave's Bob Prechter, one of the most well known deflationists, once produced a chart comparing the financial markets to the trends within popular culture.…

• Silver ETF May Cause Spike

  Published 14 June 2005 | viewed 7,438 times

  Perhaps the biggest wild card in the 2005-2006 timeframe for silver prices is the introduction of the silver ETF and its success (or lack thereof).…

• How to Value a Gold Mining Stock

  Published 03 June 2005 | viewed 4,059 times

  We look at all cyclical companies trying to decipher what a "mid-cycle" earnings stream might be. For instance, let's say an auto maker (the classic…

• Emperor Greenspan Has No Clothes

  Published 26 May 2005 | viewed 7,850 times

  Federal Reserve Chairman Alan Greenspan's solution to every economic crisis has been to print more money - often by cutting rates which has the effect…

• Why We Like Those Wretched Gold Stocks

  Published 13 May 2005 | viewed 5,240 times

  Gold and silver mining stocks carry with them far greater risk than does the bullion. Mining is an utterly wretched business - don't let anyone…

• The Public has Yet to Discover Gold

  Published 03 May 2005 | viewed 6,724 times

  According to various sources, Berkshire Hathaway lost $310 million in the first quarter of 2005 betting against the U.S. Dollar. This $310 million loss generated…

• Greenspan Fading Away

  Published 26 April 2005 | viewed 6,569 times

  It has been a long journey for Federal Reserve Chairman Alan Greenspan. Say what you want about the man, but the impact of his upcoming…

• What's Going on with Gold and the Dollar?

  Published 15 April 2005 | viewed 6,767 times

  An e-mail we just received from a subscriber: "Hi guys, I know this message may be the sign of the bottom, but I cannot take…

• Interest Rates (and Gold) Going Up Up Up

  Published 06 April 2005 | viewed 9,552 times

  Alan Greenspan recently told the world that hedge funds ought not to be expecting the carry trade to last forever. In other words, they'd better…

• Gold Bull Market: Right on Track

  Published 29 March 2005 | viewed 6,307 times

  Despite all the headlines we hear about a commodity boom, gold and silver prices have gone nowhere over the last twelve months. Meanwhile, the market…

• All Roads Lead to Gold and Silver

  Published 18 March 2005 | viewed 5,636 times

  There is a whiff of Soviet-style economics in the air today in America. The U.S. government's CPI data is cooked. CNBC and Larry Kudlow's "buy…

• The Politics Behind the U.S. Dollar

  Published 07 March 2005 | viewed 5,407 times

  The condition of the U.S. Dollar is perhaps one of the least thoroughly reported on topics in the press today. Sure, you will read the…