News Kontent

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".

31 January 2007

Financial Sense Online  Market WrapUp with Frank Barbera, 01/30/07

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Financial Sense Online Market WrapUp with Frank Barbera, 01/30/07 : "Blissfully unaware, the average American sails through another da...

Decision Point ®: Top Advisor's Corner: John Kosar

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Decision Point ®: Top Advisor's Corner: John Kosar : "In our January 10th Stock Sector Overview, we said: '...although this (Ma...

Mish's Global Economic Trend Analysis: Mr. Practical on the Yen, Carry Trade, and Credit Expansion

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Mish's Global Economic Trend Analysis: Mr. Practical on the Yen, Carry Trade, and Credit Expansion : "But these are not normal time...

Not normal times

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But these are not normal times. With GDP growing at 2-3% (I believe this to be overstated) and M3 (broad money) growing at an astounding 13%...
30 January 2007

PIMCO Bonds - Investment Outlook- February 2007 "100 Bottles of Beer on the Wall"

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PIMCO Bonds - Investment Outlook- February 2007 "100 Bottles of Beer on the Wall" : "my critical point is that asset prices a...
16 January 2007

Gerard Minack --Crash a coming

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Courtesy Gerard Minack Morgan Stanley Sydney"I keep insisting that equity markets are a bubble,but not a TMT-like PE bubble, an earning...
14 January 2007

Expensive workers are good for you

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Sanders Research Associates - The Rise and Decline of the Great American Corporation : "Expensive workers are good for you The problem ...

Sanders Research Associates - The Rise and Decline of the Great American Corporation

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Sanders Research Associates - The Rise and Decline of the Great American Corporation : "But surely these corporations are smarter than ...

Sanders Research Associates - Why a democratic economy would be a more efficient economy, Part I

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Sanders Research Associates - Why a democratic economy would be a more efficient economy, Part I : "Agricultural societies are where hi...
13 January 2007

Former aide criticizes Carter over Mideast book - Los Angeles Times

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Former aide criticizes Carter over Mideast book - Los Angeles Times : "Stein, who was director of the Carter Center from 1983 to 1986 a...
8 January 2007

euphoria too excessive

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immobilienblasen: question the euphoria / disaster risk may rise : "Jan. 8 (Bloomberg) -- Bennet Sedacca, president of Atlantic Advisor...
6 January 2007

US Dollar/Euro/OPEC/Iran War/Iran Oil US Dollar/Euro Replacing US Dollar For Oil/Death Of The Dollar

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US Dollar/Euro/OPEC/Iran War/Iran Oil US Dollar/Euro Replacing US Dollar For Oil/Death Of The Dollar : "The Euro-zone does not run a hu...
5 January 2007

Global Liquidity issues

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immobilienblasen: The global gusher / economist : "First, average real interest rates in the developed world are still below their long...

The Mortgage Lender Implode-O-Meter

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The Mortgage Lender Implode-O-Meter : "I set this page up to keep track of mortgage lenders in the US going bust since approximately De...
24 December 2006

BitTorrent Sites Compared

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Ten Most Used BitTorrent Sites Compared : "I was rather surprised with these results, BTJunkie has nearly double the amount of torrents...
14 December 2006

Gold's rise points to inflation

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Gold's rise points to inflation : "The real annual inflation rate is closer to 8% than the 2% or 3% governments claim, a prominent ...

Eaton Vance manager: Markets poised for upset | Industry Summits | Reuters.com

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"NEW YORK (Reuters) - Financial markets are vulnerable to a significant correction in the next 12 months that might be triggered by an ...
10 December 2006

A Brief, Superficial, and Arbitrary History of Property-Price Collapses

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PrudentBear.com - The One-Stop Shop for the Bear Case : "The Anderson Forecast team at UCLA might restore one’s hope that academic econ...
1 December 2006

The Dow Jones all time high and the coming correction! | Dr. Marc Faber

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The Dow Jones all time high and the coming correction! | Dr. Marc Faber : "In short a combination of factors that has usually led to a ...
21 November 2006

Raymond James - Investment Strategy by Jeffrey Saut

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Raymond James - Investment Strategy by Jeffrey Saut : "“’My solution to the current market,’ the Great Winfield said. ‘Kids. This is a ...
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