Editor/Publisher Comments:

Over the past six months I have written over 100 articles about the gold and silver sector, about Rare Earths, about the geopolitical situation as it unfolds within and without the US and about dealing with the psychology of life and the markets. The only problem is that I haven’t posted them. There you have it. We’ll see if my reluctance to post continues.

I am writing the 2010 Gift to the Gold Community and the list has doubled. No one has to tell experienced investors, or people wise in the way of the world, where to put their money. One wise man said, don’t tell me what to buy–tell me when to buy it!

With that, I’d like to introduce you to a very good friend and seasoned junior gold market analyst.He has been tremendously helpful to me and I am hoping we might tap into his insights on a more regular basis

These are his recent comments as posted on Bill Murphy’s  www.lemetropolecafe.com.  Even though they were posted a few days ago, these comments are as timely as ever:

 Still Waiting Patiently by Chuck Cohen

Posted on September 20, 2010 (Today September 27, 2010, gold is at $1296.00 and silver is at $21.46

Even though we now see gold at a new high and silver has exceeded $21, we have still lacked the explosive part that we might expect. But, I see this coming almost imminently. These are some of my reasons.

1) The dollar is breaking down sharply. This will put rocket fuel in the commodities and especially the precious metals.

2) Even though gold has been moving up steadily, it really hasn’t had any spectacular days. This pattern keeps the deflationists and gold bears’ hopes going. But the persistence of the recent action especially in the listed shares is different from what we have seen over the bull market.

3) After about noon NYC time, for the past few weeks, the buying in gold suddenly quiets down. This is also unusual, and I believe very bullish.

4) It appears that the HUI 500 level has been pierced. It has remained a stubborn foe for several years but it looks like it will be next support not resistance. Today Newmont and Randgold made new highs. Again very bullish.

5) The volume in the shares both small and large have been definitely picking up. I believe we will see volume almost double or triple what they have been trading to propel the gold shares in the very near future.

6) We have not had a really strong close in the HUI for months, again very unusual behavior. I am a believer in watching how stocks open and close for clues as to what is happening.

7) I expect that the next move in the shares will be similar to the way the Dow finally broke out in August 1982 when the Dow went up 10% in a few days, and over 40% in 2 months. This should mean breakaway gaps for many of the gold shares. Breakaway gaps is a technical term that has been lost in our vocabulary because they are very rare, normally occurring only when a market finally launches up from a long basing pattern.

Put all of these together and we finally have the recipe for something that is going to catch most investors and even gold bulls by surprise, because we have been so conditioned to disappointment. This is also the time when the call for patience will be richly rewarded. Get ready for some real fun.

Chuck

There you have it in a nutshell. As pertains to gold and silver ahd their corresponding shares, it is not a question of “if”, it is simply a question of when they will really begin to put on a show. As I listen to all of these seasoned professionals talk about the real nature of the economy and where the US is headed financially, I can’t help but wonder how we get through it and have our country in one piece at the end of the day.

Incidentally, Chuck is available for private consultations and we are starting a series called Seacoast Publishing One on One.

If you are interested, please send me an email and I’ll send you the guidelines. In Chuck’s case, he will spend an hour with you and help you with whatever it is you need the help with! Contact me at www.seacoastconsulting.com.

Thank you Chuck!

Until Next time,

D. Stewart Armstrong

D. Stewart Armstrong

August 12, 2010

I’m up on the tight wire, one side’s ice and the others fire; it’s a crazy world for you and me…..  (Song by Leon Russell circa 1972)

Introduction

It is August 12, 2010 and as I’ve endeavored to create some meaningful narrative during this past month, I’ve isolated a few of the major financial and geopolitical issues that both unite and divide our country. Many would appear self-evident but we are dealing with so many cross currents that the moving parts become difficult to understand and isolate. Add to that the concept that traditional financial and geopolitical analysis appears to be an anachronism and we’re left with a shaky foundation upon which to construct even a simple premise. Confusion reigns in all aspects of our society—from financial to social to political to geopolitical; from personal to interpersonal to international. As we try to untangle the mass of media fake-outs and sputtering “spin-sters”, we are left to our own devices to acquire the truth or even a small part of the “big picture”. Hence, we do indeed find ourselves on a tight wire.

So why go through this Exercise?

• First, you’ve heard the term, “not on our watch!” Well folks, this is our watch; and it’s hitting the fan on our watch. This exercise is about defining reality and the truth for without either, you have a rudderless ship that is at the mercy of pirates.

• Secondly, this is our Country, and we must fully comprehend these four words: “United We Will Stand” plus “This is our Country”. Two sets of four words each.

• Thirdly, we stand at the cross roads of history in the cross hairs of truth.

• And finally, we must fully comprehend that Main Street with all that it entails, has always been infinitely more important to America than the government, the Fed, or Wall Street. The Founding Fathers went out of their way to make certain this one point was established and re-established. America is about the rights of its citizens, not the careers of its politicians. They also made it abundantly clear that precious metals were to be the foundation for our monetary system.

We must get from one side of the truth to the other and perhaps back again. Only then will we discover that in between those shades of misrepresentations will be chicanery of every type and description employed by those who would secure their money and power at the expense of the American citizen who is footing the bills. That would be us!

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by Jim Willie CB September 1, 2010

Jim Willie CB, editor of the “HAT TRICK LETTER”

Many observers to the wild gyrations, deep contortions, extreme measures, and other bizarre activity in the government and banking arenas are suffering from severe confusion. The public is alarmed, even frightened, by the sequence of events, without much benefit of comprehension of what is happening or which clans are in control. The degree of deception hit a peak during the TARP Fund creation and disbursement, done behind private closed doors for the replenishment of sacred preferred stock, that bridge between corporate bonds and stock equity.

The deception hit a very high pitch with the financial titan failures, the entire string of them. It has never stopped since. The economic data and promising forecasts (mere marketing group propaganda) featured Green Shoots, Jobless Recovery, and the totally vacant Second Half Recovery that is useful every six months to sway the ignorant masses.

Just what is happening is difficult to describe succinctly. But the main description reads like an obituary. The most recent and visible distortion is not of price inflation, which has zoomed at 7% annually for a couple years, but rather the Institute of Supply Mgmt. The ISM index has somehow registered a slight increase from July to August, despite almost every single regional index faltering badly. See the careening Philly Fed, from plus 5.1 to minus 7.7 in the latest month. They ignore the weak components and present a distorted aggregate, much like retail sales.

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