s********n
发帖数: 1962 | 1 【 以下文字转载自 immortalclub 俱乐部 】
发信人: huster (古德里安), 信区: immortalclub
标 题: ZT someone's opinion to commodity and UNG
发信站: BBS 未名空间站 (Fri Nov 6 13:40:58 2009, 美东)
In the last part of the article I discussed the reason why the collapse of
the US dollar is all but inevitable, but the US economy itself will be
strong enough to survive. Let me say it again, collapse of the US dollar
does not equal to collapse of the US economy. If the dollar becomes
worthless, Microsoft (MSFT) or Intel can sell their h | K****D
发帖数: 30533 | 2 If there exists a thing that mimics the price of natural gas,
I would have bought it long time ago, when natural gas price
was at around $2 and still falling. After looking at UNG's
curve, I just gave up the idea.
QUOTE:
发信人: KennyD (|-==-|), 信区: Investment
标 题: 还是不敢买UNG
发信站: BBS 未名空间站 (Wed Jul 8 10:38:12 2009, 美东)
虽然价格这么便宜。Contango ah contango, //sigh...
只得放弃。投机选择又少了一样，5555.
I believe GLD is the only thing that one can buy without getting
the physical stuff. Gold is heavy and expensive, so it d
【在 s********n 的大作中提到】
: 【 以下文字转载自 immortalclub 俱乐部 】
: 发信人: huster (古德里安), 信区: immortalclub
: 标 题: ZT someone's opinion to commodity and UNG
: 发信站: BBS 未名空间站 (Fri Nov 6 13:40:58 2009, 美东)
: In the last part of the article I discussed the reason why the collapse of
: the US dollar is all but inevitable, but the US economy itself will be
: strong enough to survive. Let me say it again, collapse of the US dollar
: does not equal to collapse of the US economy. If the dollar becomes
: worthless, Microsoft (MSFT) or Intel can sell their h
| h*******y
发帖数: 864 | 3 It is more than storage issues. Gold is regulated and could be easy to
identify. How do you know someone is really deliverying you the tellurium,
not some metal alloy that he claims to be tellurium? Also, exposure to
tellurium could cause health issues. Don't kill yourself when trying to make
a few bucks.
Gold has great liquidity as well.
【在 K****D 的大作中提到】
: If there exists a thing that mimics the price of natural gas,
: I would have bought it long time ago, when natural gas price
: was at around $2 and still falling. After looking at UNG's
: curve, I just gave up the idea.
: QUOTE:
: 发信人: KennyD (|-==-|), 信区: Investment
: 标 题: 还是不敢买UNG
: 发信站: BBS 未名空间站 (Wed Jul 8 10:38:12 2009, 美东)
: 虽然价格这么便宜。Contango ah contango, //sigh...
: 只得放弃。投机选择又少了一样，5555.
| K****D
发帖数: 30533 | 4 There are a lot of stuffs that's not poisonous. Corn (I actually
can eat some if I can't sell), coal (I can burn some, although
it's kinda dirty), coffee (might be too fragrant to sleep at
night). But none of these can beat gold -- heavy, expensive and
never expires.
make
【在 h*******y 的大作中提到】
: It is more than storage issues. Gold is regulated and could be easy to
: identify. How do you know someone is really deliverying you the tellurium,
: not some metal alloy that he claims to be tellurium? Also, exposure to
: tellurium could cause health issues. Don't kill yourself when trying to make
: a few bucks.
: Gold has great liquidity as well.
| h*******y
发帖数: 864 | 5 Our ancestor has tried everything as a currency. That's why they settled on
gold (and silver). There are many attritubes in a commodity one needs to
look for as an investment: not-perishable, portability, liquidity,
homogeneity and fungibility.
【在 K****D 的大作中提到】
: There are a lot of stuffs that's not poisonous. Corn (I actually
: can eat some if I can't sell), coal (I can burn some, although
: it's kinda dirty), coffee (might be too fragrant to sleep at
: night). But none of these can beat gold -- heavy, expensive and
: never expires.
:
: make
| h****h
发帖数: 1168 | 6 商品是很容易投机的投资，如果买某一种商品，除了金子，
真不如买股票。
只有diversified才容易投资，单一品种，就投机远大于投资了，太累。
of
because
【在 s********n 的大作中提到】
: 【 以下文字转载自 immortalclub 俱乐部 】
: 发信人: huster (古德里安), 信区: immortalclub
: 标 题: ZT someone's opinion to commodity and UNG
: 发信站: BBS 未名空间站 (Fri Nov 6 13:40:58 2009, 美东)
: In the last part of the article I discussed the reason why the collapse of
: the US dollar is all but inevitable, but the US economy itself will be
: strong enough to survive. Let me say it again, collapse of the US dollar
: does not equal to collapse of the US economy. If the dollar becomes
: worthless, Microsoft (MSFT) or Intel can sell their h
| f****t
发帖数: 1063 | 7 gdx is also quite following gld
【在 K****D 的大作中提到】
: If there exists a thing that mimics the price of natural gas,
: I would have bought it long time ago, when natural gas price
: was at around $2 and still falling. After looking at UNG's
: curve, I just gave up the idea.
: QUOTE:
: 发信人: KennyD (|-==-|), 信区: Investment
: 标 题: 还是不敢买UNG
: 发信站: BBS 未名空间站 (Wed Jul 8 10:38:12 2009, 美东)
: 虽然价格这么便宜。Contango ah contango, //sigh...
: 只得放弃。投机选择又少了一样，5555.
| h****h
发帖数: 1168 | 8 it's following gld+dia
【在 f****t 的大作中提到】
: gdx is also quite following gld
| f****t
发帖数: 1063 | 9 diamond? reason, please?
【在 h****h 的大作中提到】
: it's following gld+dia
| t***s
发帖数: 163 | 10 这个我上次link的文章说的很明白
现在的所谓commodity future based investment option都行不通：
买方pay premium to hedge inflation
10年前是卖方pay premium
历史return不会重演了 | s***w
发帖数: 521 | 11 那个link?
【在 t***s 的大作中提到】
: 这个我上次link的文章说的很明白
: 现在的所谓commodity future based investment option都行不通：
: 买方pay premium to hedge inflation
: 10年前是卖方pay premium
: 历史return不会重演了
| s***w
发帖数: 521 | 12 similar for oil, uso, etc?
no a good way for the oil price?
【在 K****D 的大作中提到】
: If there exists a thing that mimics the price of natural gas,
: I would have bought it long time ago, when natural gas price
: was at around $2 and still falling. After looking at UNG's
: curve, I just gave up the idea.
: QUOTE:
: 发信人: KennyD (|-==-|), 信区: Investment
: 标 题: 还是不敢买UNG
: 发信站: BBS 未名空间站 (Wed Jul 8 10:38:12 2009, 美东)
: 虽然价格这么便宜。Contango ah contango, //sigh...
: 只得放弃。投机选择又少了一样，5555.
| t***s
发帖数: 163 | 13 有人发站内邮件问是哪个link
我也忘了，好像是"efficient frontier"的一个题目叫"welcome back to earth"之类
的。
【在 s***w 的大作中提到】
: 那个link?
|
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