2009-11-09

Have you met Kirby Daley?

This is the nice surprise of the day. I came accross discovering Kirby Daley while watching this video with Jim Rogers.

It's the first time I ever hear about him but his points are absolutely brilliant. He holds all the opposite points of view of Jim Rogers, and yet somehow, I think he is right. Jim Rogers thinks long term, but Kirby short terms points are that:
  • we are in deflation (check)
  • the dollar will rebound (check)
  • commodities, including gold, will fall in value (check)
  • the markets are toping (check)
  • China is going to crash (check)
Also, he thinks that agricultural commodities are not such a great idea on the short term.
These videos are definitely worth watching.





12 comments:

Adam Emanoff said...

Kirby is my brother-in-law!
Glad you find his views worthwhile. Have you been following him much?

pej said...

Hi Adam,
This was an unexpected comment!
Can you elaborate on that relationship between you an him?
I got from the interview that he is married to an Asian woman and he lives in HK.
I just litteraly saw him for the first time, but I will follow him as much as I can, as he seems to have the exact same points of view as me.

Adam Emanoff said...

He is my sister's brother. For some time now he's been accurately making calls for the Asian market. He seems to have a good idea of the market and has several years experience. I assume you saw him on Bernie Lo' show with Jim Rogers? He also has a regular spot on CNBCW, sunday evening.

pej said...

Yes, just saw him on Bernie Lo's show.
He seems very clever and again, he is making the same calls as those you can read on my blog.
Then, maybe you can get me in touch with him?

Adam Emanoff said...

I sent him your blog - so let's see if he visits!
What's your background/interest in the markets?

Do watch Bernie Lo's show often?

pej said...

I watch Bernie's show only when the guests are of interest (like Marc Faber and Jim Rogers, who frequently appear there).

i'm very much interested in behavioural sciences, macro economy and psychology hence my work on the financial markets, where I manage mostly my own money (with a few exceptions).

Adam Emanoff said...

If you haven't already, here's a Google News search for him:
http://news.google.com/news/search?aq=f&pz=1&cf=all&ned=us&hl=en&q=kirby+daley

I hope that he can influence some of your decisions in a positive way - good luck!

pej said...

I'll try to set up some google alerts to help me track his appearances :-)
Thanks!

Anonymous said...

Your sisters brother would make him your brother... not your brother in law dufus

Adam Emanoff said...

Ha! Correct Anonymous, that should have been wife - not sister.

Uday Pratap said...

Kirby Daley on Opalesque TV discusses about a cancer of debt - what it means for hedge fund investors
http://www.opalesque.tv/youtube/Kirby_Daley/1

pej said...

Thanks Uday. I agree with him :-)
he's definitely right on the disastrous chinese stimulus...