I’m Off to Phoenix

I’m traveling today — John and Dinesh are watching the portfolios while I fly to Phoenix.  For the record, I hate flying.  On the other hand, it’s always worthwhile when I get to where I’m going.  I’m off to speak at the 2009 Phoenix Resource Investment Conference.  Maybe I’ll get into an argument over the stimulus package or mortgage bailout; those seem to be the topics du jour. But I hope we can stay on topic with natural resources.

There’s a nice move going on in gold this morning. And just yesterday I thought we might be poised for a pullback.  These are wild and wooly times.  I’ll write more from Phoenix.

1. Dr Doom Gives Advice on the Economy NYU Economist and former Clinton administration Council on Economic Advisors member Nouriel Roubini has been uncannily correct about the...
2. A Good and Golden Sunday Morning to ya I’m still in Phoenix.  I’m going to appear on Al Korelin’s radio show, which he is taping today (I’m not...
3. Monday Morning Reading I’m flying back from Phoenix today.  Here’s what I’m reading as I wait for the rest of Phoenix to wake...