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".
22 May 2009
"Olduvai Theory" ~ Do you buy it?
I don't because we have the means for a new technological and energy revolution. But the paper is usefull in that it demonstrates that the current energy order is unsustainable.