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".
13 February 2007
Dell's saga: When facts don't matter - MSN Money
Dell's saga: When facts don't matter - MSN Money: "Obviously, this level of lunacy can't continue indefinitely, but while it goes on, it can reach any magnitude. There's no determining in advance whether it lasts for five minutes or 90 days. One can only try to tell when it has exhausted itself. All I can say is, the spectacle that I see on a daily basis is really something for the history books."
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