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".

19 October 2007

PEAK EVERYTHING -- MINERALS FOR SURE

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Abstract: We examined the world production of 57 minerals reported in the database of the United States Geological Survey (USGS). Of these, ...
18 October 2007

The end of the beginning

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In this month's issue of the GlobalEurope Anticipation Bulletin (N°18, October 16, 2007), these sequences are described in nature and ti...

US changes gold reporting to include "swaps"

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Is the U.S. government sneaking gold out of Fort Knox? This may be exactly the case, as evidenced by a very curious change in U. S. Treasury...

this is good technical analysis of DOW

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Minyanville - NEWS & VIEWS-Article : "Diamonds may not be a bull's best friend. A look at the daily chart of the DJIA for the ...
17 October 2007

Expect the US sharemarket to follow

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The Blow-Up

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In Wall Street's summer of scary numbers, all eyes were on the mathematically trained financial engineers known as "quants." B...

I share this premise

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if you go back two K cycles ago there are a lot of resonances to the present situation. At the time we had out of control fiat inflation in ...
10 October 2007

Hunter Hall'ss strategy notes

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Hunter Hall Global Value Limited's pre-tax NTA increased 0.2% over the month, after adjusting for the final 3.0 cent fully franked divid...

The Price of perpetual prosperity

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We are at a pivotal intersection in the timeline of our economic history as we again further separate our money supply from economic reality...

A huge rant from marketticker

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"Although financial markets were expected to stabilize over time, participants judged that credit markets were likely to restrain econo...
9 October 2007

Global warming driving number crunching

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by Christopher Lazou HiPerCom Consultants, Ltd. "Our civilisation is destroying itself because it is determined to disregard all limits...

Global warming driving number crunching

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by Christopher Lazou HiPerCom Consultants, Ltd. "Our civilisation is destroying itself because it is determined to disregard all limits...
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