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".
14 May 2009
Great analytical framework and track record ~ sees disaster ahead
And Bronson says you can expect a bottom around 2014. I agree....
The market won't rally until doomsday is priced in...
No comments:
Post a Comment