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Thursday, March 28, 2013 – The Good Shepherd

Mark your Calendar, April 5 & 6 and make your reservations for the 2013 Wealth Protection Conference in Tempe, AZ. For conference information visit www.buysilvernow.comor click hereor call 480-820-5877. This year’s conference features Roger Weigand, Nathan Liles, David Smith, Mark Liebovit, Arch Crawford, Ian McAvity, Bill Tatro, and I will speak on Friday. There is an expanded Q&A session with all speakers on Saturday. I hope you can attend. The Good Shepherd by Sinclair Noe DOW + 52 = 14,578SPX + 6 = 1569NAS + 11 = 326710 YR YLD un = 1.85%OIL + .59 = 97.17GOLD – 8.90 = 1597.50SILV – .33 = 28.46 For the week, the Dow rose 0.4 percent, the S&P 500 advanced 0.8 percent and the Nasdaq gained 0.6 percent. Thursday marked the end of the trading week. The US stock market will be closed tomorrow in observance of the Good Friday holiday. For the month of March, the Dow climbed 3.7 percent, the S&P 500 rose 3.6 percent and the Nasdaq added 3.4 percent. For the first quarter, the Dow shot up 11.2 percent, the S&P 500 jumped 10 percent and the Nasdaq climbed 8.2 percent. The best performing stocks in the S&P since the start of the year: Netflix, Best Buy, Hewlett-Packard, H&R Block, and Micron Tech. The worst performers included: Cliffs Natural Resources, JCPenney, US Steel, Garmin, Apollo Group, and Newfield Exploration. For the Dow Industrial Average and the S&P 500 it was a record high close. Whoopee! The last all-time closing …

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Wednesday, March 27, 2013 – What Does That Mean?

Mark your Calendar, April 5 & 6 and make your reservations for the 2013 Wealth Protection Conference in Tempe, AZ. For conference information visit www.buysilvernow.comor click hereor call 480-820-5877. This year’s conference features Roger Weigand, Nathan Liles, David Smith, Mark Liebovit, Arch Crawford, Ian McAvity, Bill Tatro, and I will speak on Friday. There is an expanded Q&A session with all speakers on Saturday. I hope you can attend. What Does That Mean? By Sinclair Noe DOW – 33 = 14,526SPX – 0.92 = 1562NAS + 4 = 325610 YR YLD – .05 = 1.85%OIL + .35 = 96.69GOLD + 5.90 = 1606.40SILV – .07 = 28.79 With just a couple of trading days left in the first quarter, it looks like the S&P 500 will finish the quarter with its highest valuation in three years. At its current price, the S&P 500 has an LTM P/E of 16.1x; allow me to translate. The Price to earnings ratio, or P/E, over the last twelve months, (LTM) is 16.1. We get this number by taking the stock’s current price divided by the company’s 12 month earning per share. As an example, if a stock is priced at $10 and had earnings of $1, the P/E is 10. If they had earnings of $5 the P/E is 2; if they had earnings of 50 cents, the P/E would be 20. After gaining 9.2% year-to-date and growing its multiple, the S&P 500 will enter earnings season with high expectations. However, the current multiple …

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Tuesday, March 26, 2013 – Miles to Go

Miles to Go by Sinclair Noe DOW + 111 = 14,559SPX + 12 = 1563NAS + 17 = 3252 10 YR YLD – .01 = 1.91OIL + 1.40 = 96.21GOLD – 5.90 = 1600.50SILV – .09 = 28.86 The Dow Industrial hit a record hit close today, taking out the March 14 closing high. The S&P 500 came within a couple of points of the high close; it is having a hard time breaking through the ceiling; you just have to content yourself with the idea that the index has more than doubled from the lows of March 2009. The Chicago Board Options Exchange Volatility Index, which measures the cost of using options as insurance against declines, fell 7.1 percent to 12.77. The gauge has tumbled 29 percent for the year. It is a reflection of complacency. We have many things to cover today. Home prices were up in January and the year over year improvement in prices was the fastest in 6 years. The S&P Case Shiller Index of existing home sales was up 0.1% in January, and the year over year gains were 8.1%. On a year-over-year basis, all 20 cities measured by the Case-Shiller index improved, led by a 23.2% surge in Phoenix, with New York bringing up the rear with a 0.6% advance. Sales of new U.S. homes fell 4.6% in February to mark the biggest drop in two years, though poor weather likely played a big role. Sales slowed to an annual rate of 411,000, …

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Monday, March 25, 2013 – We Have a Template

Mark your Calendar, April 5 & 6 and make your reservations for the 2013 Wealth Protection Conference in Tempe, AZ. For conference information visit www.buysilvernow.comor click hereor call 480-820-5877. This year’s conference features Roger Weigand, Nathan Liles, David Smith, Mark Liebovit, Arch Crawford, Ian McAvity, Bill Tatro, and I will speak on Friday. There is an expanded Q&A session with all speakers on Saturday. I hope you can attend.  We Have a Template by Sinclair Noe DOW – 64 = 14447SPX – 5 = 1551NAS – 9 = 323510 YR YLD un = 1.91%OIL -.03 = 94.78GOLD – 3.80 = 1606.40SILV + .09 = 28.95 This week started in the Mediterranean, on a tiny, faraway island. Cyprus has apparently reached a deal with the Troika. Cyprus’ banks have been closed for the past week and will not reopen until tomorrow, or possibly until Thursday. The deal involves the Troika stealing from bank accounts over 100,000-euros, in order to prop up Cypriot banks and then burden the Cypriots with a bailout package chock full of debt. The deal involves raising $7.5 billion from senior bondholders an people with more than about $130,000 in their accounts, which is the insured amount. Smaller account holders won’t be raided. Once the $7.5 billion is raised, Cyprus will qualify for a $13 billion bailout from the Troika. In return for the bailout, Cyprus must drastically shrink its outsized banking sector, cut its budget, implement structural reforms, raise taxes, and privatize state assets The citizens of …

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Friday, March 22, 2013 – And the Award Goes to…

And the Award Goes to… by Sinclair Noe DOW + 90 = 14,512SPX + 11 = 1556NAS + 22 = 324510 YR YLD – .02 = 1.91%OIL + 1.35 = 93.80GOLD – 5.60 = 1610.20SILV – .42 = 28.86 For the second time this year, the S&P 500 was down on the week, slipping 0.2% over the past five trading sessions. The Dow and the Nasdaq Comp also ended just a smidge lower for the week. Cyprus has been a big concern this week. It is a tiny little island in the Mediterranean, and it is just a blip on the overall Euro-economy, but it could have big implications for the Euro-zone; which is something like the Hotel California; you can check in any time you please, but you can never leave. If Cyprus does leave, or get kicked out of the Euro, others may follow suit. If Spain or Italy leaves the Euro, there is no more Euro. It has also not helped confidence in the euro that the Cypriot crisis has erupted at a time when other troubling problems are now raising their ugly heads in Europe. Less than a month ago, the electorate in Italy, the euro area’s third largest economy and a country with around 2 trillion-euro in public debt, voted overwhelmingly against austerity and structural reform. Imposing fiscal austerity on the periphery in those circumstances only seems to drive the periphery ever deeper into economic recession. Actually, depression may be more descriptive. In Greece and …

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Thursday, March 21, 2013 – Math Class was Canceled

Mark your Calendar, April 5 & 6 and make your reservations for the 2013 Wealth Protection Conference in Tempe, AZ. For conference information visit www.buysilvernow.comor click hereor call 480-820-5877. This year’s conference features Roger Weigand, Nathan Liles, David Smith, Mark Liebovit, Arch Crawford, Ian McAvity, Bill Tatro, and I will speak on Friday. There is an expanded Q&A session with all speakers on Saturday. I hope you can attend.  Math Class was Canceled by Sinclair Noe DOW – 90 = 14,421SPX – 12 = 1545NAS – 31 = 3222 10 YR YLD – .01 = 1.93%OIL – 1.07 = 92.43GOLD + 8.10 = 1615.80SILV + .36 = 29.28 Some economic reports to touch on. The number of Americans filing for first time unemployment benefits rose by 2,000 last week to 336,000, which is still close to a 5-year low. Jobless claims, a rough gauge of layoffs, have fallen below 350,000 in five of the past six weeks, marking the first time that has happened since late 2007. The National Association of Realtors reports existing home sales rose 0.8% in February to a seasonally adjusted rate of 4.98 million, which marks the highest level of sales since November 2009. While sales are still below bubble levels, we are seeing improvements; low rates are luring buyers and rising prices are luring both buyers and sellers back into the market. Inventories rose 9.6% in February, but still at relatively tight levels. Year over year, the national median sales price rose 11.6%. The trend …

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Wednesday, March 20, 2013 – Not Today

Mark your Calendar, April 5 & 6 and make your reservations for the 2013 Wealth Protection Conference in Tempe, AZ. For conference information visit www.buysilvernow.comor click hereor call 480-820-5877. This year’s conference features Roger Weigand, Nathan Liles, David Smith, Mark Liebovit, Arch Crawford, Ian McAvity, Bill Tatro, and I will speak on Friday. There is an expanded Q&A session with all speakers on Saturday. I hope you can attend.  Not Today by Sinclair Noe DOW + 55 = 14,511SPX + 10 = 1558NAS + 25 = 325410 YR YLD +.03 = 1.94%OIL + 1.14 = 93.30GOLD – 6.10 = 1607.70SILV – .09 = 28.92 Looking back, we all remember the crisis of 2008, money markets broke the buck, Bear Stearns bombed as Cramer cried buy, buy, buy; Lehman imploded; and Hank Paulson scribbled a 3 page note and begged, literally begged Nancy Pelosi on bended knee to bailout the banksters. And then in 2009, the strangest thing happened. The stock market bottomed and started moving higher. There were challenges along the way, here’s a partial list: the Latvian financial crisis, the Dubai debt crisis (those were both in 2009), the flash crash in 2010, the Greek crisis and the first bailout in May 2010, Ireland crisis in November 2010, the Arab Spring actually started in December 2010, the war in Libya in February 2011, the Japanese tsunami was just 2 years ago, the Portuguese debt crisis, the US credit downgrade in the summer of 2011, the Spanish bailout in June …

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Wednesday, March 20, 2013 – Not Today

Mark your Calendar, April 5 & 6 and make your reservations for the 2013 Wealth Protection Conference in Tempe, AZ. For conference information visit www.buysilvernow.comor click hereor call 480-820-5877. This year’s conference features Roger Weigand, Nathan Liles, David Smith, Mark Liebovit, Arch Crawford, Ian McAvity, Bill Tatro, and I will speak on Friday. There is an expanded Q&A session with all speakers on Saturday. I hope you can attend.  Not Today by Sinclair Noe DOW + 55 = 14,511SPX + 10 = 1558NAS + 25 = 325410 YR YLD +.03 = 1.94%OIL + 1.14 = 93.30GOLD – 6.10 = 1607.70SILV – .09 = 28.92 Looking back, we all remember the crisis of 2008, money markets broke the buck, Bear Stearns bombed as Cramer cried buy, buy, buy; Lehman imploded; and Hank Paulson scribbled a 3 page note and begged, literally begged Nancy Pelosi on bended knee to bailout the banksters. And then in 2009, the strangest thing happened. The stock market bottomed and started moving higher. There were challenges along the way, here’s a partial list: the Latvian financial crisis, the Dubai debt crisis (those were both in 2009), the flash crash in 2010, the Greek crisis and the first bailout in May 2010, Ireland crisis in November 2010, the Arab Spring actually started in December 2010, the war in Libya in February 2011, the Japanese tsunami was just 2 years ago, the Portuguese debt crisis, the US credit downgrade in the summer of 2011, the Spanish bailout in June …

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Tuesday, March 19, 2013 – First, They Came for the Bank Deposits

Mark your Calendar, April 5 & 6 and make your reservations for the 2013 Wealth Protection Conference in Tempe, AZ. For conference information visit www.buysilvernow.comor click hereor call 480-820-5877. This year’s conference features Roger Weigand, Nathan Liles, David Smith, Mark Liebovit, Arch Crawford, Ian McAvity, Bill Tatro, and I will speak on Friday. There is an expanded Q&A session with all speakers on Saturday. I hope you can attend. First, They Came for the Bank Deposits by Sinclair Noe DOW + 3 = 14,455SPX – 3 = 1548NAS – 8 = 322910 YR YLD – .05 = 1.91OIL – 1.72 = 92.39GOLD + 7.00 = 1613.80SILV + .01 = 29.01 The best quote I’ve seen on the Cyprus Bank Heist; and I wish I had thought of this; “First, they came for the bank deposits.” Actually, they are still in the planning and scheming stages of stealing bank deposits from the Cypriots; some say it’s really an attack on Russian mob money. And so one new scheme being floated is to only expropriate accounts above 100 thousand-euros. The Cyprus banks are still on holiday. We should note that at least half the Cyprus bank bailout capital needs come from the restructuring of Greek debt held by Cyprus banks that Cyprus government agreed to as part of ‘EU solidarity’. You remember the haircut on Greek bonds? You didn’t expect the bankers to really take a hit on that did you? No, eventually it worked its way back to the bank depositors, …

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Monday, March 18, 2013 – Cyprus Extraction

Cyprus Extraction by Sinclair Noe DOW – 62 = 14452SPX – 8 = 1552NAS – 11 = 323710 YR yLD – .04 = 1.96% OIL +.42 = 93.87GOLD + 12.90 = 1606.80SILV+.13 = 29.00 We start with some traditional Cypriot music plaing in the background. It seemed like a good idea, until we learned there was a levy of almost 10% Last Friday, we weren’t even thinking about Cyprus, a tiny island country, south of Turkey, east of Greece, roughly 900,000 people. Maybe you knew about their financial problems: a credit downgrade to junk status, a 4 billion-euro bailout for the Cypriot banks. Maybe you remember that it started with the Greek breakdown and how the Greek bondholders got haircuts on Greek bonds, and Cyprus does business with Greece. And then we all forgot about Cyprus. Until this weekend. The Cyprus banks are on the verge of failure and they need a 10 billion-euro bailout. The IMF and the ECB came up with a plan over the weekend, but it wasn’t a bailout; they call it a bail in. The idea they concocted was to tax bank deposits: 6.5% on bank accounts up to 100 thousand-euros and 9.9% on bank accounts over 100 thousand-euros. Not really a tax; a levy; or maybe a haircut. Actually, they are going to steal the money. Cyprus will receive a loan of about half the requested size under the usual austerity conditions. And in the unlikely event that all goes well, the government of …

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