International

Asian Infrastructure

Sep 15th, 2008 | By Chris Mayer | Category: Commodities, Emerging Markets, International
Frank Holmes is the CEO of U.S. Global Investors, a money management firm honed in on the commodity bull market. I had dinner with him recently at the Blue Water Cafe in Vancouver. Over salmon and flying squid, as well as an excellent local ale, we again hashed out the ...read more


Western Oil Supply

Aug 29th, 2008 | By Byron King | Category: Energy, International, Oil
Western nations — the U.S., in particular — are now experiencing the bow wave of a profound change in the current and future availability of oil. According to recently published data, oil output from all major Western oil companies is on an ominous decline trend. Exxon Mobil, for example, announced ...read more


Shrinking Money Supply

Aug 27th, 2008 | By Adrian Ash | Category: Currencies, Gold, International
Which way now for financial assets? Given what pumped them up, starting in late 2002, you’re better off asking which way for money itself. Less money would mean lower prices — the very opposite of what the world calls “inflation.” And if cash becomes scarce as the gushers run dry, so ...read more


Resource Commodity Stocks

Aug 26th, 2008 | By Byron King | Category: Commodities, Currencies, Economics, International
Oil is selling in the range of $113 per barrel, down from its recent high of $146. Gold is selling below $800 per ounce, down significantly from its springtime high of over $1,000. With a drop in excess of 20 percent for each item, it’s fair to say that we ...read more