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".

20 August 2008

Market behaviour does not indicate a gold top

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When did a bull market last end with commentators correctly calling the top? It just does not happen that way. The top comes when the last b...
18 August 2008

Chinese demand remains strong

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During past decade this Asian giant has emerged as the workshop of the world, manufacturing everything from ear-buds to steel castings to li...
13 August 2008

Whats with Gold going down

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With gold pushing down toward $800 an ounce, and perhaps only days from testing that level, a lot of the discussion can be found on the inte...

Can they print like China?

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Last week, Congress passed a housing bill that gave the Treasury Department a blank check to inject billions of U.S. taxpayer dollars into m...
11 August 2008

Dox Coxe

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Investment Recommendations 1. This is not the end of the commodity bull market. Bear Stearns, F&F and other crises will one day seem tri...
10 August 2008

Supkis -- idiots in charge

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The dollar is going up again based on the notion that the banking crisis is over and all is well This foolish idea keeps popping up every th...

Coffee is good for you!

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When Howard D. Schultz in 1985 founded the company that would become the wildly successful Starbucks chain, no financial adviser had to tell...

Stay with gold!

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Think: the core of the world's financial engine since 1985 has just been exposed as a couple of dead chipmunks on a fly wheel...there ar...

Confessions of a risk manager

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Why did banks become so overexposed in the run-up to the credit crunch? A risk manager at a large global bank—someone whose job it was to ma...

Burst Bubble: Energy or Speculator?

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Here’s how I see it. Many are rejoicing the bursting of the energy/commodities Bubble. Rapidly declining oil and resource prices are now e...
9 August 2008

Path to the Printing Press

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The path to the printing press is a long one. It is used at first to spread credit indiscriminantly in sustaining commerce and funding finan...
4 August 2008

The Saga of Humpty Dumpty

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by John Needham, The Daniel Code Report | August 1, 2008 Humpty Dumpty sat on a wall; Humpty Dumpty had a great fall All the King’s horses a...
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