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".
5 May 2009
Stiglitz at Levy ~ Audio
18th Annual Hyman P. Minsky Conference on the State of the U.S. and World Economies