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The information contained in this communication is provided for informational purposes only and has been obtained or derived from sources believed to be reliable. No representation or warranty is being made, express or implied, as to the accuracy or completeness of such information, nor is it recommended that such information serve as the basis of any investment decision. This report contains forward-looking statements that are subject to change. Forward-looking statements involve inherent risks and uncertainties, and the predictions, forecasts, projections and other outcomes described herein may not occur. A number of important factors could cause results to differ materially from the views and opinions expressed herein and there are no guarantees of return. This material is not an offer to sell or a solicitation to purchase securities of any kind. Before making an investment of any kind, readers should carefully consider their financial position and risk tolerance to determine if such investment is appropriate. Mr. Jurgensmeyer may allocate assets to positions described herein and reserves the right to enter, modify or exit any such positions without notice.

Tuesday, December 27, 2011

Welcome Back

I hope everyone had a happy holiday season, we still have New Years to go.  I feel like I need a vacation from the holiday vacation.  I collected a few pieces since my last post.  Some funny and some serious.  Let's get to it.

First, China decided to control the gold trade.  They want to make sure the government can oversee all the trading of gold.  I think that is the reason it is down today.

Second, I believe the dollar has topped which will help precious metals and energy.  Our Chief Analyst, Jeff Saut, agrees with me:

I believe the Dollar Index made it's high last week because I think Mr. Bernanke wants a lower US Dollar.  If those thoughts prove correct, the CRB Commodity Index has likely made a double bottom in the charts and crude oil should be headed higher.

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I think Remy is hilarious.  Here is his A Very TSA Christmas:


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Believe it or not, it's very hard to make investment decisions for clients.  I wish we never lost money, but it happens to everyone.  I'm glad I didn't buy into John Paulson's Advantage Fund.

Over a week ago Zero Hedge broke the news that Paulson's Advantage Plus fund was down more than 50% for the year. Today, Reuters has finally confirmed what our disgruntled throat (don't disparage those who express contrarian opinions just because they refuse to brown nose) reported way back when. "There will be no holiday cheer for hedge fund manager John Paulson this month, as his dismal performance in 2011 is capped off by another miserable performance so far in December. The Paulson & Co.'s Advantage Plus fund, which has been the firm's worst performer all year, is down another 9 percent through December 16, sending yearly losses to about 52 percent, according to a person familiar with the numbers. The Paulson Advantage fund, the firm's largest portfolio, is also hurting again this month, declining about 6 percent. The fund is down about 36 percent year-to-date." Of course, those who follow us would know there was a reason for our increased derision over the past 10 days.

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My brother sent this me and it made me laugh.























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Are Guns and Ammo the New Gold?

Is Ammo The New Gold? Part 1
Via: Ammo.net

Is Ammo The New Gold? Part 2
Via: Ammo.net

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I didn't realize this about Kris Kristofferson.  He's a pretty amazing individual.

Many people may have forgot about his time in the U.S.Army. He is the son of an Air Force General, and a accomplished Golden Gloves boxer, and he graduated from Pomona College with a B.S. degree, and then became a Rhodes Scholar from Oxford University.He joined the U.S. Army at the prompting of his father.

After graduating from Officer Candidate School he attended and graduated from both Army Airborne and Ranger training in the very top of each class. He was selected for U. S. Army Special Forces Training but refused so that he could attend pilot training where he earned his wings, and became an accomplished U.S. Army helicopter (gun ship) pilot, and achieved the rank of Captain.

He was about to be promoted to the rank of Major, and appointed to teach at West Point when he resigned his commission from the Army to go into music and acting. You can tell in this video that his time in the military means a lot to him.
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