From the monthly archives:
Here are some views from around the world that I find interesting …
There are 361 commodity funds with $98 billion in assets as of Feb. 28, compared with 345 funds with $80 billion at the end of 2007, James Proudlock, commodity product head for Europe, Middle East and Asia at JPMorgan Securities Ltd., [...]
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Recession in U.S. Sows Slow-Growth Economy, Weak Dollar, Faster Inflation The U.S. may pay a steep price to free itself of its economic and financial travails: bigger government, faster inflation and a poorer country.
Oil, Gold Decline as Dollar Rallies; Wheat, Corn Rise on Lower Stockpiles Crude oil and gold extended declines as the [...]
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The stock market seems to be on the Slip ‘n’ Slide of Doom, but select commodities are another story. Take a look at these charts …
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Fed Takes Broad Action to Avert Financial Crisis The Federal Reserve took dramatic action on multiple fronts last night to avert a crisis of the global financial system, backing the acquisition of wounded investment firm Bear Stearns and increasing the flow of money to other banks squeezed for credit.
XX This Washington Post story [...]
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On Wednesday, a contact (who shall remain nameless) at one of my favorite small-cap silver miners sent me the latest update full of good news on his company. I sent back a brief note that said:
“Nice, but it doesn’t answer the question that is running around my mind: “How much dynamite am I going to [...]
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I sent this analysis to some friends in the “biz” last night, so I thought I’d share it with you …
Most investors – and consumers — have their eyes glued to the price of oil as it heads higher and higher. But here’s something you may not know. Since the beginning of the year, [...]
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A weekly chart of oil shows crude in the process of making a breakout, and it could be big.
On Monday, oil surpassed the all-time record of $103.76 a barrel when adjusted for inflation. The previous record was $38, set in 1980 at the height of the U.S.-Iran hostage crisis.
Oil prices could top $300 per [...]
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I don’t worry (too much) about the subprime credit crisis at Merrill Lynch, Goldman Sachs and others. Sure, it could total $600 billion, but these are smart people who will figure a way out of the the problem they created. If they don’t, these companies will go bankrupt. Life will go on.
But [...]
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