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Jun 19, 2009

From the Desk of Nick Nicolaas

As every Friday our Friend Nick Nicolaas from Mining Interactive , reminds us that Adam Hamilton posted his weekly Zeal Intelligence Newsletter. Do not miss it. any commentaries are always wellcome.

Fernando Guzmán Cavero


Dear Friends:
Adam Hamilton has posted his weekly Zeal Intelligence Newsletter on the Mining Interactive Website. Click here: Have a great weekend and - - - Stay Tuned!!

Nick L. Nicolaas
Mining Interactive “Ahead of the Pack”
Nick L. NicolaasPresident & CEOMining Interactive Corp.

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Stockhouse Gold and Silver Supplement

Stockhouse Gold and Silver Supplement

How much gold should investors hold

Posted: 19 Jun 2009 12:04 PM PDT

You often hear “You need to own gold!” But how much is the right amount?

You don’t want to own too little gold and have the purchasing power of all your savings shrink dramatically. You can’t afford that. But you don’t want to be an end-of-the-world nutcase either.

Well, one of the world’s shrewdest investors – Jean-Marie Eveillard – has 10% to 12% of his extremely successful investment fund allocated to gold and gold plays.

Jean-Marie Eveillard’s First Eagle Global Fund beat the stock market every year this decade. What’s more, he’s done it conservatively. He doesn’t take big risks. Over 30 years, he’s proven to be one of the most successful mutual fund managers ever.

So what’s Jean-Marie Eveillard recommend buying today?

“After equity markets have gone up 35%-40% or more over the past three months, ideas that are immediately appealing are few,” he told Bloomberg news today. But he did have one big idea … gold.

Right now, his fund is about 10% invested “in gold and gold mining securities,” he said.

His explanation is simple: “It’s insurance to protect against the fact that current policies by the American government and the Fed are potentially wildly inflationary.”

Jean-Marie likes gold because he expects the Fed will leave interest rates near zero for a very long time.

The Fed will “stay pat until the politicians give them the green light to raise rates, which will take quite a while. As long as unemployment is very high, politicians will be reluctant to push up short-term rates.”

When I got into investing nearly 20 years ago, Jean-Marie was already a legend. After doing my homework, his First Eagle Global Fund was one of the very first investments I ever bought (Back then, it was called the SoGen fund – it still uses its old symbol, SGENX).

Jean-Marie started managing the fund in 1979. If you had invested $10,000 in the fund back then, it would be worth roughly $500,000 today (Heck, I should have kept my money in there)!

His “big idea” now is very simple. Gold pays no interest. And money in the bank pays nearly no interest. You can print money. But you can’t print gold. If the Fed keeps interest rates near zero for the foreseeable future, the obvious outcome is that it will take more slips of paper (dollar bills) to buy an ounce of gold.

He believes his clients’ money should be about 10% or so allocated to gold and gold investments. What’s right for your situation? That’s up to you. But if you’re substantially under or over the legendary investor’s gold allocation, then you ought to consider getting more in line with him.

Adam Hewison::"13 Forex Pairs Analyzed on the fly!"

This video Adam has sent us is unbelievable, 13 pairs analized using the Market Club Trade Triangle technology" please Just tell me if I am wrong when I say:There are good market analysts, but this forex analysis of 13 pairs you had never seen with the professional approach, knowledge,experience and honesty that Adam always has shown us in his presentations. It Is AAA+ . If you miss it , well, what can I say? It's up to you fellows. Below Adam's transcription:

AS always comments are wellcome.

Fernando Guzmán Cavero


We are going to be doing something a little bit different today as we analyze the forex markets. Examining the forex markets is nothing new, but we have never gone through 13 pairs of cross rates on the fly. I also show you a quick and effective way to analyze the dollar index at the same time.
In my new video I look at all the major cross rates in a way to quickly tell if you should be in or out of the market.
I am basing my forex observations on our “Trade Triangle” technology and will gladly show you how we apply them to any currency cross rate. It is a quick and easy lesson that will show you exactly what I look for when I’m going to go into a market. You ca view it in the link below:

The video is free to watch and there is no need to register. I would love to get your feedback about this video on our blog.

All the best,
Adam Hewison


Co-creator, MarketClub