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".

29 July 2009

Globalization in Retreat

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Hat tip to Thomas.....my guess....everything is changing but most of all an anglo stranglehold on the global architecture is ending.... It ...

China to spend more, US to save more

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But the US never keep these sort of agreements anyway, look at the history of the Plaza accords and US agreements to balance consumption wit...

Mun's the word...

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The Return of Thomas Mun by Martin Hutchinson July 27, 2009 China's recent announcement that it would use its $2 trillion of foreign res...
28 July 2009

N.S.W is not New Jersey; Why is that?

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There's been a bit in the Australian press in amazement about goings on in New Jersey. Here's Adam Graycar, who used to run the Aust...

Silvers been far too cheap for too long ~ is it planning a divorce from Gold

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Old-time country music fans will recognize the title as one of the late Tammy Wynette’s greatest hits http://www.youtube.com/watch?v=S9J7XE-...

Indian Students and the Indian press

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Australia's third largest export industry has grown by topsy because it has leveraged off the immigration quotas, not because it deliver...
27 July 2009

Truth is in da charts...

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Nice of Duncan to note the truth that the real action is most often seen in the charts...... The fortunes of the markets are in the charts ...
26 July 2009

Tug-of-War

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When will we see the inflation and dollar collapse...soonish Chairman Bernanke committed another mistake this week. Removing monetary stimu...
25 July 2009

Or as Jethro Tull put it, nothing is easy....

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So- who makes the rules for your trading? You do. Who executes trades based on the rules you make for your trading? You do. Who tells you if...
24 July 2009

PARADIGM SHIFT WIDENS THE RIFT

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Willie this week fits with my "disintermediation of the finanosaurs" thesis... The (hardly empty) rhetoric reveals the underlying ...
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