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Published 17 May 2012 | viewed 2,647 times
A major plank in my golden age scenario for the 2020's is the collapse of the cost of energy. This won't occur because of a…
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Published 16 May 2012 | viewed 916 times
Panic is on deck, to use the baseball terminology that my foreign readers are often attempting to decipher. That is the only conclusion one can…
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Published 25 January 2012 | viewed 1,692 times
It is already January 24, and the S&P 500 has seen a grand total of two down days so far in 2012. Are we on…
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Published 16 January 2012 | viewed 3,736 times
I received a scratchy and barely audible call from my buddy out in the Barnet natural gas fields just outside of Fort Worth, Texas the…
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Published 04 January 2012 | viewed 2,457 times
This is my favorite asset class for the next decade, as investors increasingly catch on to the secular move out of paper assets into hard…
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Published 31 October 2011 | viewed 2,446 times
I’m sitting here with a mountain of technical analysis reports that are causing my desk to buckle this morning, all shouting “breakout”, “buy”, and “uptrend”.…
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Published 27 October 2011 | viewed 2,003 times
The financial markets exploded to the upside overnight with news of Europe’s triple resolution of their sovereign debt crisis. As I predicted in my letter…
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Published 06 October 2011 | viewed 1,361 times
It has been quite a hectic and frenetic day, so I am just getting around to writing out the logic behind today’s short cover of…
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Published 05 October 2011 | viewed 1,514 times
I wanted to get the low down on clean coal to see how clean it really is, so I visited some friends at Lawrence Livermore…
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Published 04 October 2011 | viewed 2,839 times
If we are now in recession, this is the most bizarre one in history. It is a recession where the first thing people do is…
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Published 30 September 2011 | viewed 6,868 times
What a quarter that was! Q3, 2011, will go down in the history books as one of the worst in market history, and certainly one…
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Published 29 September 2011 | viewed 720 times
When I heard that Molycorp (MCP) had just cratered by $22 from $53 to $31 in two days, I did what I usually do when…
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Published 15 September 2011 | viewed 1,232 times
With oil having bounced $5.50 over the last couple of days, I am going to flip back to the short side for several reasons, not…
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Published 06 September 2011 | viewed 2,033 times
Will everyone please take a look at the chart below for the United States Oil Fund ETF (USO) and tell me if you don’t see…
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Published 02 September 2011 | viewed 1,470 times
Long term readers of this letter know that I have long been banging away on the fact that the world is making people faster than…
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Published 30 August 2011 | viewed 1,152 times
Over the last month, asset classes everywhere have downshifted to new, lower trading ranges, reflecting the very rapid chopping of GDP growth forecasts for 2011…
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Published 29 August 2011 | viewed 1,334 times
When the Dow crashed 514 points on August 8, the market lost a staggering $850 billion in market capitalization. High frequency traders were possibly responsible…
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Published 24 August 2011 | viewed 1,303 times
Down, then up, then down again. How about that? I believe that the global risk markets will bottom sooner than people think, and that the…
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Published 12 August 2011 | viewed 1,727 times
Take a look at the chart for the emerging market ETF (EEM) below and you will be surprised to see how well it has held…
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Published 12 August 2011 | viewed 1,361 times
I received some questions last week on my recent solar pieces as to whether I minded paying more money for “green” power. My answer is…