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".

12 December 2009

Climate change and the global energy policy nexus

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A fine piece. News Kontent does not endorse paranoia and denial and asks if its the climate science community or the owners of fossil carbon...

Value and Rules ~ Satyajit Das

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Wall Street Revalued: Imperfect Markets and Inept Central Bankers by Andrew Smithers (2009) The Road to Financial Reformation: Warnings, Con...

Greece, China, USA and the Euro - All Connected?

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Hat tip to Charles Powell for this one. I spoke with some friends who are Greek and also in the shipping business. They hate the problems th...

C H Powell tenders some reading recomendations.

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Thanks Charles! from Oklahoma, historical hotbed of economic doctrine AND debate: http://anecdotaleconomics.blogspot.com/2009/11/but-this-ti...
11 December 2009

Robert Kiyosaki - Silver hedge against inflation

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Kiyosaki gives the thumbs up for Silver as the best Investment for the Future. ~ Hat Tip Duncan
9 December 2009

WSJ ~ Requiem for the Dollar

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Requiem for the Dollar By JAMES GRANT Illustration by WSJ; iStockphoto (3) Ben S. Bernanke doesn't know how lucky he is. Tongue-lashing...
7 December 2009

Predictions for 2010...Good News - Bad News

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Will 2010 be a 1930 or, comparable to 1937? Is it different this time? When one nation state of a formerly high productive stature destroys...
5 December 2009

China denounces U.S. banks for 'evil intent' with derivatives

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Outside vanilla derivative products their sole function is to flog off hidden risk. The western banks mentioned monitised their cred and die...
4 December 2009

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Gold Desafio: Global Struggle by Jim Willie, CB. Editor, Hat Trick Letter The gold market has become, despite little recognition by the fina...
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