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".
27 March 2006
THE COUP DE GRACE TO THE ECONOMY
Gold Central - Special Reports: "Please examine the two charts in this entry carefully. If you look closely, you'll see they spell 'doom' in rather large, dayglo letters. Why? Because they reveal two ominous trends: that real estate investment has become an unprecedentedly large percentage of total GDP (Gross Domestic Product), and that homeowners are no longer able to extract cash from their property via refinancing."
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