My take on the commodity supercycle and stock market zeitgeist...and the new era of precious metals, uranium (just bottoming, btw)and alternate energy. As I have said here since 2005 "Get ready for peak everything, the repricing of the planet and "black swan" markets all over the place".
23 March 2006
Bloomberg.com: Australia & New Zealand
Currency Boost to Miners: "Mining shares recieved a further boost after Glyn Lawcock, an analyst at UBS AG, said in a note to clients that a lower Australian dollar versus the U.S. currency and higher commodities prices will boost earnings of mining companies, including Zinifex Ltd. and Oxiana Ltd. A lower Australian dollar boosts miners' U.S. dollar-denominated exports in local currency terms"
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