Posts Tagged ‘ resources ’

Potash, China and the Fire Under Agricultural Commodity Prices

May 26th, 2010 | By | Category: Commodities, Featured, Personal Investing
There are factors building up pressure under the price of other commodities. Demand for food is growing and set to explode. Smart investors will be properly positioned to take advantage when agricultural commodity prices skyrocket. One of the first things people change as they emerge from poverty is their diet. They ...read more

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Posted in Commodities, Featured, Personal Investing | 8 comments


An Alien Tree-Hugger Scoffs At Earth’s Governments

Dec 23rd, 2008 | By | Category: Energy, Featured, Politics
This past weekend saw the debut of a remake of the classic 1951 film The Day the Earth Stood Still. The original movie was so good that I don’t know why anybody really thought it necessary to make a new version. But much of modern culture has turned into a ...read more

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Posted in Energy, Featured, Politics | 7 comments


Falling Prices and Scarce Energy

Dec 16th, 2008 | By | Category: Featured, Gold, Investing Strategies, Macro Economics, Oil
Lately I’ve been discussing concept of scarcity in the energy and natural resource sectors. In one recent note, I discussed how the idea of scarcity has transformed from a “geological” basis to an “above ground” basis. In another note I discussed how the financial system of the world has broken ...read more

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Posted in Featured, Gold, Investing Strategies, Macro Economics, Oil | 4 comments


The World Bank Goes Nuclear on Commodities

Dec 15th, 2008 | By | Category: Commodities, Featured, Macro Economics
Sometimes you have to just stand back and admire the extremes a real bubble can produce. What you have now, as Bill explained a few nights ago at the Doomer's Ball, is the last greatest bubble of them all, the bubble in U.S. bonds. It's reaching staggering levels. How do you ...read more

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Posted in Commodities, Featured, Macro Economics | 1 Comment »