Finance

Jan 09, 2012 at 17:08 | Gail Tverberg

Historically people have shifted their belief systems in various ways. The Greeks and Romans believed in numerous gods and goddesses and attributed all kinds of powers to them. Then the…

Jan 09, 2012 at 16:59 | Gary Hunt

There is a looming battle over the cost of energy between the ‘green at any cost’ versus the ‘green enough at a reasonable cost’ where wind/solar forces will battle

Jan 03, 2012 at 19:23 | Mad Hedge Fund Trader

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 ones. Don’t buy anything that…

Dec 15, 2011 at 17:40 | Al Fin

China's problems are piling up, just when the celestial kingdom is attempting an orderly handover of power. Since China's wild grab for commodities over the past 2 years has been…

Dec 14, 2011 at 17:54 | James Burgess

After nearly nine years, all US Forces are mandated to withdraw from Iraqi territory by 31 December 2011 under the terms of a bilateral agreement signed in 2008. Now the…

Dec 14, 2011 at 17:31 | Stuart Burns

Several articles have come out recently drawing on November oil imports, trade and electricity data to suggest China is slowing rapidly and potentially heading for a hard landing. The FT…

Nov 09, 2011 at 17:57 | Christopher Cundy

Companies in China that use water efficiently will be better positioned to profit in an economy increasingly at risk from water stress and new water regulations, according to analysis by…

Nov 07, 2011 at 07:29 | Stuart Burns

Brazil has fared better than most over the last year or two. True, the country does have a problem with inflation, which has proved stubbornly hard to contain, and a…

Oct 30, 2011 at 23:59 | Mad Hedge Fund Trader

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”. So I’m wondering, “is there…

Oct 27, 2011 at 15:55 | Mad Hedge Fund Trader

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 only yesterday, the move has…

Oct 25, 2011 at 07:44 | Gail Tverberg

It looks to me as though 2012 is likely to be a truly awful financial year, with several crises converging: 1. Either very high oil prices or recession,2. The US governmental…

Oct 20, 2011 at 08:51 | Top Stock Portfolios

Almost exactly two years since the onset of the Greek debt crisis, the European Commission has set out to create a comprehensive strategy to rein in the crisis and return…

Oct 12, 2011 at 07:46 | Gail Tverberg

When I write about high oil prices having an adverse impact on the economy, quite a few readers respond by saying, “No, most (or all) of the problem is a…

Oct 06, 2011 at 06:29 | Mad Hedge Fund Trader

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 my November (VIX) $35 puts.…

Oct 04, 2011 at 07:23 | Mad Hedge Fund Trader

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 rush out and buy a…

Sep 30, 2011 at 03:58 | Mad Hedge Fund Trader

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 of the most volatile. 1929,…

Sep 29, 2011 at 04:01 | Top Stock Portfolios

Although stocks around the globe appear to be expecting the Eurozone to produce a game changing plan involving a leveraged, TARP-like approach, not all investors are convinced that Europe is…

Sep 19, 2011 at 15:33 | Bruce Krasting

If you want to find out what happened with Solyndra you have to follow the money. I did. The half billion dollars of taxpayer dough that is probably lost in…

Sep 15, 2011 at 08:02 | Mad Hedge Fund Trader

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 all of which have to…

Sep 01, 2011 at 20:06 | Mad Hedge Fund Trader

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 the food to feed them.…