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".

17 May 2010

Global systemic crisis – From « Eurozone coup d’Etat » to the tragic solitude of the United Kingdom, global geopolitical dislocation quickens

Just as anticipated by LEAP/E2020 in issues N°40 (December 2009) and N°42 (February 2010), spring 2010 really marks a tipping point of the g...

Dysfunctional Markets

Dysfunctional Markets by Doug Noland May 14, 2010 For the week, the S&P500 rallied 2.2% (up 1.8% y-t-d), and the Dow gained 2.3% (up 1.8...

13 May 2010

Shock Events & Gold Breakout

One of the few certainties expressed on this blog has been that Gold and Silver are epic investments. I'd say that panned out and will c...

28 April 2010

GFC reloaded. The second of the trilogy now in post production.

Hat Tip to Charles Powell. In Australia we think we’ve escaped the worst of the crunch and recession as we ride China’s booming coat tails t...

12 March 2010

Sudden intensification of the global systemic crisis – Strengthening of five fundamental negative trends

LEAP/E2020 is of the view that the effect of States’ spending trillions to « counteract the crisis » will have fizzled out. These vast sums ...

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