Sunday, August 29, 2010

Rare Earths / Uranium / $1200 USD Gold is cheap

I am really hesitant to post my silver/gold/rare earth/uranium stock portfolio.

The writing is on the wall….

8/29/10 China Backs Rare Earth Controls

7/25/10 Uranium Bottoming as China Boosts Stockpiles


 

Nice chart to keep in mind for those who think $1200 is too high.

http://kingworldnews.com/kingworldnews/KWN_DailyWeb/Entries/2010/8/27_Gold_-_The_Big_Picture.html

Streaming Football Games - update

As an update to my Streaming Football Games post, I was reading an LA times article stating that you can buy the stream only package, but you have you have to meet some rules. It basically boils down to is if you can receive the satellite service, then you will be forced to pay for the TV package. While this is better, I still think the satellite service company sees the uptrend in HTPC's. Why spend $300, when you can spend $50 to steam all of the games on the HTPC to your 55" TV? This reminds me of ATT wireless around 2002. This was before they became Cingular and the back to ATT wireless. ATT offered free unlimited incoming text messaging. They removed this option and forced you to a purchase x amount of incoming and outgoing text message plan. I do not think the big company's want you kill your cable/satellite TV package in favor of steaming. I think the consumer will win since we want to steam wirelessly on our laptops. It just so happens that a $250 HTPC can do the same for your 55" TV.

Saturday, August 14, 2010

Streaming Football Games

http://www.directv.com/DTVAPP/content/sports/nfl_online_mobile

I noticed you can now finally stream the games via your computer or phone now. But, it is $49.95 on top of the $300 TV package. The problem is you cannot purchase the streaming package only. So, if you cannot install a dish where you live, you are out of luck. This does not seem fair.

The solution? http://live247.tv For $37.87 USD after using the coupon code from http://live247.tv/newsletter/w31/w31.html, you can steam all of the professional and college games this season. As far as how they pull this off from a legal standpoint, I do not know. To take it step further, you can purchase a $300 HTPC http://shop.lenovo.com/us/landing_pages/ideacentre/2010/q150 to steam the games to your large HDTV. Again, this is an alternative solution for those whom cannot install a dish at he/her house or apartment.

Unemployed, Underwater? No problem.

http://reversemortgagedaily.com/2010/08/12/hud-provides-1-billion-of-emergency-loans-to-homeowners-ti-default-solution/

"..$1 billion Emergency Homeowners Loan Program to provide assistance to homeowners who are at risk of foreclosure and have experienced a substantial reduction in income due to involuntary unemployment, underemployment, or a medical condition."

"HUD's emergency homeowners loan program will work through a variety of state and non-profit entities. The loans will be a deferred payment "bridge loan" (zero percent interest, non-recourse, subordinate loan) for up to $50,000 to assist eligible borrowers with payments on their mortgage principal, interest, mortgage insurance, taxes and hazard insurance for up to 24 months."

A $50,000 0% non-recourse loan; sweet deal. So, if you are unemployed and underwater on your home, you will receive USD to not foreclose for the next 2 years? What is wrong about foreclosing and finding a house that you can afford to rent? Where are the perks for those who are not in this pinch?

 

Iran to start selling oil in any currency

http://economictimes.indiatimes.com/articleshow/6308125.cms?prtpage=1

Again, the writing is on the wall with the world rejecting the USD.

Read page 95 http://www.jhuapl.edu/urw_symposium/proceedings/2009/Authors/Rickards.pdf where gold will be a constant. A new dollar/gold equilibrium. So, 1 oz of gold would equal a fixed amount of wheat, corn, oil, etc. But, 1 USD will then be equal to say 1/4000th of an oz of gold. This would be a realistic case of gold going to $4,000 an oz. We would have to convert the USD into gold to purchase a commodity as the seller of the commodity does not accept USD's.