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".
20 April 2009
Weekend Roundup
Define Money
http://schott.blogs.nytimes.com/2009/04/17/competition-define-money/?apage=1#comments
An Enemy of the People, by Henrik Ibsen
Full text
Whats the OutLook for Copper
Inflation is coming.
Will china decouple from exports
Deutsche Bank predicted there are risks that the U.S. economy could contract by as much as 10 percent in the first quarter, given the relentless wave of dismal economic data being reported in early 2009.
http://www.reuters.com/article/marketsNews...440189320090304
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