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December 3, 2017

04/16/2012


Harris, good report. I agree.  I also think that natural gas is at or close to a bottom.  Naturally one cannot predict when that will change but I would like to have a trade that allows me to benefit from a future increase in the price.  I think its a 5 year trade. Simple and cheap is the type of trade I am looking Read More
Categories: Ask Kuppy
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December 3, 2017

04/27/2012


How does one invest in your fund? How does one obtain a prospectus? What is the minimum investment? the maximum? the average? Sorry, the fund has been closed to new investors for a while now. I am twenty three years old, graduating with my Master’s in International Business and a Bachelor’s in Finance from the University of Florida. I am currently residing in London, Read More
Categories: Ask Kuppy
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December 3, 2017

05/09/2012


There’s a lot of questions this week. Buckle up!! BTW–I’m back in Ulaanbaatar. Weather is beautiful. One of the most enjoyable cities in the summer that I know of…. Kuppy, your article reminded me of an article about Sam Zell. This is what he said: “Between ‘73 and ‘77, I ac-quired $3 billion worth of real estate. The banks had a problem carrying a Read More
Categories: Ask Kuppy
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December 3, 2017

05/24/2012


I’m currently in Almaty, Kazakhstan. If you’re expecting to find Borat here, you’ll be very disappointed. It is an amazingly enjoyable and cosmopolitan place (think NYC but with Soviet architecture). I will write more about Kazakhstan in the next few weeks. How does one ascertain replacement value of Mercer International? If 4 byn Chinese need toilet paper why then don’t they just buy MERC Read More
Categories: Ask Kuppy
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December 3, 2017

06/01/2012


I’m short the Yen by being long USDJPY & wow, this leverage is pretty crazy (I believe its 125 to 1). I’ve invested about 15k USD slowly getting long and already my current loss is nearly the same amount!! Luckily, this is long term capital & I plan on slowing adding to this position over the next several months. Any idea what its gonna Read More
Categories: Ask Kuppy
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December 3, 2017

07/26/2012


Apologies for the lack of writing lately. I’ve been full time focused on Mongolia. Hopefully, with this Ask Kuppy, I will go back to a more normal schedule as there is a lot happening in the world. Kuppy, Has AAG gone the way you expected? Not at all. I’m simply in shock and disappointed about how it all worked out. I’ve determined that I Read More
Categories: Ask Kuppy
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December 3, 2017

08/17/2012


If you think gold will go higher, will the miners go higher also (at least this one time)? Probably not. lol Miners seem to have no correlation to the price of gold unfortunately…. I was wondering if you have updated your detailed analysis of energold recently. With acquisitions, deals, and change in environment (short-term?), have you reduced your bullishness and price target potential on Read More
Categories: Ask Kuppy
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December 3, 2017

08/25/2012


Good Job on your gold call!!! how’d you know it was the bottom? I’ve been thinking that the low for this down move was in place since mid-april and was a bit early. Still, I have a decent basis if this proves to have been the bottom. I mostly watch sentiment which has been washed out for months now. Between that and listening to Read More
Categories: Ask Kuppy
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December 3, 2017

09/01/2012


Bernanke and Draghi get to work http://macro-man.blogspot.com/2012/08/draghi-joins-bernanke-on-qe-wheel.html At least Bernanke has the sense to get off at the end. I don’t usually post these sorts of things, but I really haven’t laughed this hard in a while… “Then, I drank a huge glass of vodka, to ward off the bubonic plague that they sometimes carry….” That’s hilarious. I’ve been in Mongolia for almost 2 Read More
Categories: Ask Kuppy
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