20091229 PM, SPG

Dow 10,545.41 -1.67
Nasdaq 2,288.40 -2.68
SP500 1,126.19 -1.59
30-yrBond 4.687% +0.084

GLD 107.47 1.08
SLV 16.81 0.41
PTM 18.21 0.16

XLE 57.53 0.38
XLF 14.42 0.06

VXX 32.60 0.01

NGD 3.65 +0.04
PAAS 24.05 -0.04
RBY 4.83 -0.10
TRE 3.43 -0.15

AONE 22.46 +1.59. 52 week range 14.31 - 28.20. Can test 25.
SPG 82.04 -1.00. Intraday 52 week high. 52 week range 24.27 - 83.82. Insiders are cashing in options and selling out. Consider going short.

20091228 PM

Dow 10,547.08 +26.98
Nasdaq 2,291.08 +5.39
SP500 1,127.78 +1.30
30-yrBond 4.687% +0.084. Interest rates are going up, which will make mortgages less affordable.

Am not putting any new money into any markets.
Market indices look to go a little higher on light volume.
Talk is that above-ground oil storage is nearly full, so looking for oil price to weaken.

GLD 108.55 0.19
SLV 17.218 0.048
PTM 18.3725 0.3425

XLE 57.91 0.10
XLF 14.48 0.05

VXX 32.61 0.01

RBY 4.93 +0.13. Intraday 52 week high and all time high. Strong miner.

CNSL 17.16 +0.38. Near 52 week high on decent volume (decent considering low-volume week in markets).
FTK 1.50 +0.20. Off the bottom yesterday and today with volume and price. Price working into November gap.

20091224 Weekend, GBG VXX

Dow 10,520.10 +53.66
Nasdaq 2,285.69 +16.05
SP500 1,126.48 +5.89
30-yrBond 4.6870% +0.0840

Short trading week. Stock indices made highs on lighter volume. Next week will also be short with lighter volume.
All eyes are watching government bonds for higher interest rates. Highest spread EVER between the different terms, which indicates people don't want the longer terms. The only group buying government debt appears to be the Federal Reserve cartel.
Weekly gold closed over 1100.
After markets closed for the week, tax cheat Tim Geithner of the Treasury said Fannie & Freddie will have an unlimited backstop (raised to unlimited from $200 billion).

GLD 108.36 +1.81
PTM 18.03 +0.56
SLV 17.17 +0.36

XLE 57.81 +0.27
XLF 14.53 +0.13

VXX 32.60 -0.28. iPath S&P 500 VIX Short-Term Futures ETN. 52 week range 32.16 - 120.00. While this can keep going lower, particularly next week when there will be less market volume, the lower this goes the more explosive the move up will be.

GBG 1.74 -0.04. 52 week range 0.87 - 1.90. Can buy some here and buy more on a pullback.
EXK 3.85 +0.07
PAAS 24.21 +0.18
RBY 4.80 +0.10. Intraday 52 week high. 52 week range 0.91 - 4.93.
TGB 4.40 +0.02

F 10.13 +0.05. Intraday 52 week high. 52 week range 1.50 - 10.20.
REN 11.61 -0.03. Resolute Energy Corporation. At yearly highs.

20091218 Weekend, Miners

Dow 10,328.89 +20.63
Nasdaq 2,211.69 +31.64
SP500 1,102.47 +6.39
30-yrBond 4.4580% +0.0420

Metals sold off this week. Looks like gold is stabilizing without a retest of 1050.

GLD 108.95 +1.61
SLV 16.95 +0.16
PTM 17.52 -0.28

XLE 56.15 -0.01
XLF 14.22 +0.16

EXK 4.16 +0.41 (10.93%). 52 week range 0.93 - 4.00. Good volume. Huge price spread.
NGD 3.43 +0.01. 52 week range 1.19 - 4.59. Big volume. Earlier this week the shutdown of the Mexican mine was conditionally lifted.
PAAS 24.04 +0.75. 52 week range 12.62 - 27.31. Watch how this tests 25 area.
RBY 4.49 +0.19. 52 week range 0.91 - 4.80.
RGLD 48.13 +1.13. 52 week range 34.16 - 55.96. Made a bid for International Royalty.
TGB 4.31 +0.09. 52 week range 0.55 - 4.33. Resistance in 5s, and blue skies above 6.

BBY 39.50 -1.44. Significant weakness.

20091217 PM

Dow 10,308.26 -132.86
Nasdaq 2,180.05 -26.86
SP500 1,096.08 -13.10
30-yrBond 4.4160% -0.1170

GLD 107.34 -4.25
SLV 16.79 -0.57
PTM 17.80 -0.34
XLE 56.16 -0.48
XLF 14.06 -0.27

Dollar higher. Metals lower and expecting a small metals bounce. Looking for gold to test 1050.

AEM 53.99 -6.21 (10.32%). Gapped away. High volume at 51 and 21.
NGD 3.42 -0.20
PAAS 23.29 -1.59. Going to 18.

CECO 22.88 -5.47 (19.29%). Massive volume.

20091207 1240

Dow 10,429.10 +40.20
Nasdaq 2,196.78 +2.43
SP500 1,108.42 +2.44
10-YrBond 3.43% -0.0540

Dollar just had a quick drop.

ROY 6.7001 +2.2501 (50.56%). International Royalty Corp back to 2008 highs on takeover news.

20091204 Weekend

Dow 10,388.90 +22.75
Nasdaq 2,194.35 +21.21
SP500 1,105.98 +6.06
30-yr Bond 4.413% +0.084

There was great enthusiasm with the labor unemployment report, though the enthusiasm did not turn into 500+ point up day.
The dollar went up over a point and metals took a big hit. Metal and mining stocks too big hits which kept the indices from printing bigger gains. For setting up higher sustainable gold prices, this gold pullback is healthy.

Largely overlooked was the news of Dubai World creditors refusing delays on interest payments. This will cause issues to the issuers of the CDS "insurance" that is backing the debt.

GLD 113.753 -4.947
SLV 18.15 -0.47
PTM 18.80 -1.24

XLE 55.90 -0.41
XLF 14.63 +0.27

NGD 3.80 -0.15

AGQ 68.43 -3.45
RBY 4.279 -0.171
ROY 4.45 -0.08

20091203 PM, Speculative Miners

Dow 10,366.15 +86.53
Nasdaq 2,173.14 +11.89
SP500 1,099.92 +9.32
10-YrBond 3.38% -0.0570

Indices sold off into the close.
Unemployment report to be released Friday.

GLD 118.39 -0.79
SLV 18.50 -0.39
PTM 19.80 +0.07

XLE 56.36 -0.87
XLF 14.33 -0.33

NGD 3.94 -0.22. Added to the long at 4.05 when it opened.
RBY 4.41 -0.12

AGQ 71.88 -2.01
JJC 44.50 -0.25

Speculative miners:
CGFIA 0.0022 +0.0007. Colorado Goldfields. Will have shareholder meeting in a small town by their mill.
PGXPF 0.6785 -0.0214. PELANGIO EXPL
MPUCF 0.39 +0.05. MONETA PORCUPINE MIN

20091202 PM

Dow 10,452.68 -18.90. New yearly high then turned lower.
Nasdaq 2,185.03 +9.22
SP500 1,109.24 +0.38. Pushing at overhead resistance, though with lighter volume.
10-YrBond 3.32% +0.0480

Dollar 74.643 +0.278. Dollar higher AND metals higher. With dollar going higher, was looking for a metals pullback and therefore sold metal position AGQ.

GLD 119.21 +1.83. A weekly close above 1254 and gold may start moving up $100 per day. Mainstream talk is turning toward being bullish gold. Is anyone bearish gold? It would be long-term bullish if gold first pulls back to 1050s before going above 1254.
SLV 18.91 +0.13
PTM 19.73 +0.61

XLE 57.13 -0.44
XLF 14.64 -0.03

AGQ 73.89 +0.89. Sold at 73.27.
NGD 4.16 +0.39. Heavy volume during day then spiking higher into the close, so went long at the close at 4.16. May pick up a little more in the morning if it opens lower.

AAPL 196.23 -0.74. Fractionally lower with volume.
GS 166.66 -0.97

CNSL 15.79 +0.24. Nice price move off the recent pullback.

FXP 7.59 -0.04

Metals:
AEM 67.69 +2.23
ANO 0.8692 -0.0408
EXK 3.90 -0.05
GBG 1.71 +0.10 on heavy volume. Starting up production, so is good stock to accumulate over next few months.
JJC 44.75 +0.68
MMG 0.90 +0.07. 52 week high.
RBY 4.51 -0.02
ROY 4.70 +0.07
SLW 17.30 +0.30
TRE 3.80 +0.04

20091202 1155

DJIA 10,455.56 -16.02
NASDAQ 2,187.13 +11.32
SP500 1,109.00 +0.14

AGQ 73.78 +0.78. Trailing stop sold the long position at ~73.28 for ~7.71 per share gain.

JJC 44.69 +0.62
NGD 4.02 +0.25
ROY 4.84 +0.21
RBY 4.49 -0.04

20091201 PM, Africa

Dow 10,471.58 +126.74. New yearly high.
Nasdaq 2,175.81 +31.21
SP500 1,108.86 +13.23
30-yrBond 4.275% +0.081

Dollar lower and metals higher.
Sold some metals to take profits. Still overweight metals.

GLD 117.38 +1.74
SLV 18.77 +0.62. Touched 19.13.
PTM 19.12 +0.61

XLE 57.57 +0.75
XLF 14.67 +0.01

ANO 0.91 +0.12 (15.19%)
JJC 44.07 +0.5875. 52 week high. Sold at 43.93 for .68 per share gain. Illiquid.
RBY 4.53 +0.18. Sold partial position at 4.46 for 1.66 per share gain.

AAPL 196.97 -2.94. Sold off into the close.
BBY 43.53 +0.70

MMG 0.831 +0.061 (7.94%). 52 week range 0.11 - 0.95.
ROY 4.63 +0.43 (10.24%). 52 week high on big volume.

Africa has long-term potential.
AFK 28.8999 +0.7999. Market Vectors Africa ETF. 52 week range 17.05 - 31.14.
EZA 57.59 +1.55. iShares MSCI South Africa Index. 52 week range 28.40 - 58.74.