tag:blogger.com,1999:blog-6867503761315699133.post81159607544169677..comments2023-09-25T07:37:47.803-04:00Comments on Plumbum et Circenses: Hedge, a recommendationZerCoolhttp://www.blogger.com/profile/08347518441827166007noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-6867503761315699133.post-90825579103664050412013-04-30T21:25:17.430-04:002013-04-30T21:25:17.430-04:00Don't forget that when you deal with Mark the ...Don't forget that when you deal with Mark the amusing New Zealand accent comes free!Commander_Zwerohttp://www.commanderzero.comnoreply@blogger.comtag:blogger.com,1999:blog-6867503761315699133.post-34533393771030903612013-04-16T21:33:45.047-04:002013-04-16T21:33:45.047-04:00I have dealt with mark Face-to-Face in Missoula, b...I have dealt with mark Face-to-Face in Missoula, both buying and selling. he is, as you said, a fantastic person to work with. he's also a gun nut and a car geek (ask him about his 300Z sometime..if you dare)Phssthpoknoreply@blogger.comtag:blogger.com,1999:blog-6867503761315699133.post-22259386154898300202013-04-16T19:12:09.175-04:002013-04-16T19:12:09.175-04:00Get in and STICK WITH IT...Get in and STICK WITH IT...Old NFOhttps://www.blogger.com/profile/16404197287935017147noreply@blogger.comtag:blogger.com,1999:blog-6867503761315699133.post-50564329854976735522013-04-16T16:42:22.226-04:002013-04-16T16:42:22.226-04:00Wally: I agree with your last sentence completely,...Wally: I agree with your last sentence completely, and that's at least part of the reason my timing was fortuitous.<br /><br />The tax smack - we knew that was going to happen. This was a way that I was comfortable with getting some silver put away using money that wasn't being otherwise productive - and not a whole lot of it in the scheme of things.<br /><br />The initial sentiment was more along the lines of people not wanting to divest themselves of PMs in their existing portfolio - even if they bought during the bubble of the last couple years. i.e., they'd rather have the tangible in-hand than hustle and sell in a hurry to minimize any cash loss.<br /><br />(I'm not phrasing this well, I know. Markets are not something I have much experience with; I let the investment firms pick the retirement plans for me, etc.)ZerCoolhttps://www.blogger.com/profile/08347518441827166007noreply@blogger.comtag:blogger.com,1999:blog-6867503761315699133.post-43220930802408747752013-04-16T16:12:07.841-04:002013-04-16T16:12:07.841-04:00"This suggests to me that people are definite..."This suggests to me that people are definitely not interested in switching their hedge funds back to cash, and will accept a pretty hefty short-term loss to protect their capital in the long run. "<br /><br />I am not sure I agree with your analysis, for there are folks who can make that transition without taking the tax smack of your route.<br /><br />For a balanced funded portfolio, a downtick in a solidly-founded commodity is a signal to buy.<br /><br />Wallynoreply@blogger.com