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  • Why the Eurozone Is Doomed [View article]
    A devaluation of the Euro is inevitable, necessary, and overdue.
    May 11 11:53 AM | 4 Likes Like |Link to Comment
  • Why Natural Gas Might Be Bottoming [View article]
    ECA for the long term is a very good investment. Short term there are better opportunities, but we keep ECA as part of overall strategy.
    Apr 20 11:44 AM | 4 Likes Like |Link to Comment
  • Grandaddy of Fuel Cells Is Suddenly Hip [View article]
    Your conversation runs like this...if it's not American, it's not worth investing in...Any discussion about Fuel Cells that leaves out Ballard Power Systems of Vancouver, the real "Grand Daddy" of the fuel cell industry, is incomplete. Indeed, three fuel cell companies in the US are often referred to as "Baby Ballards".

    They have a new contract with India to build 10,000 units for that country's wireless system, have partnered with a European company to provide product to the Eurozone and they have inroads in China and the USA markets.

    Their ability to build giant fuel cell stacks to power communities, run on natural gas, also cannot be understated, and their PEM cells produce little or no heat. Have I mentioned the fuel cell bus fleet they recently built for the city of Vancouver, or the buses in California, Chicago and London?

    In the discussion on fuel cells, you surely left out a big one...
    Apr 12 11:27 AM | 4 Likes Like |Link to Comment
  • America's Commodity Crisis, 2010 Edition [View article]
    Great article Phil! Why aren't you on the talk show circuit with this cutting analysis. You country needs you!
    Mar 8 06:27 PM | 4 Likes Like |Link to Comment
  • An Obama Plan that Just May Make Sense [View article]
    Excellent article. Thanks for your insight.

    Most of what you say makes good common sense, however firms like GS always find wriggle room, and making them and JP the only two major players left standing in investment banking would seem a foolish thing to do.

    Hopefully the new found Obama/Volcker Nexis will find a way around this while still reeling in the gluttons of wall street. However, I'll believe it only when I see it.
    Jan 24 10:18 AM | 4 Likes Like |Link to Comment
  • Outlook for Oil: When Contango Trade Unwinds [View article]
    Thank you for a very good, informative article.

    Economist Jeff Rubin believes that $200 per barrell oil may only be 18 months away. He makes a very good argument for this and for the pricing of carbon as soon as possible. I have not seen other information that would sway me from agreeing with him.

    I sure would like to hear your thoughts on that.
    Jan 18 12:07 PM | 4 Likes Like |Link to Comment
  • Gold: A Bright Shining Lie? [View article]
    Over the past year 86% of the entire worlds output went to three countries, China, India and Russia, perpetuating a massive shift of the gold supply from west to east, and the recent manipulation by bullion banks will only increase this massive transfer of wealth. (Although their short term profits in shorting and manipulation will be spectacular) (yes there has been a massive manipulation by JP Morgan et al see...

    This transfer does not even take into account the gold production of the worlds largest producer, China which does not export any of it's gold production!! China imported 835 tons last year while holding on to their entire production. Maybe they have figured out that true wealth is held in such instruments, and not in paper issued through quantitative counterfeiting like the Dollar and Yen.
    Maybe they looked at their history books, or better still, the history boooks of the West, where it is written that "every fiat currency" is doomed to failure at some point.

    When this all ends, it will end very badly for the west! As Sir Winston Churchill once said, "The United States always does the right thing, after it exhausts all other avenues"! I just hope it won't be too late to stop this massive transfer of wealth.
    Apr 19 03:26 PM | 3 Likes Like |Link to Comment
  • Lithium-Ion Batteries Were A Bust, But Advanced Lead-Acid Batteries Are Booming [View article]
    Do you think the emergence of Graphene will change this industry?
    Dec 14 10:01 AM | 3 Likes Like |Link to Comment
  • 2 Mining Stocks To Buy At Bargain Prices Now [View article]
    Jul 11 10:32 AM | 3 Likes Like |Link to Comment
  • Gold: The Worst Inflation Hedge Ever [View article]
    Some good points here, however, since you brought up Warren Buffett you did not do a comparison between his investments (Held in Berkshire Hathaway) as compared to gold over the past decade.

    The Jury is in on that! If it were possible for Buffett to sell all his Berkshire shares then and buy "only gold", he would now be 500% richer! That's a fact!
    Jul 2 03:28 PM | 3 Likes Like |Link to Comment
  • The Big Picture For The Week Of June 3, 2012 [View article]
    Agree! The title does not match the content of this article!
    Jun 2 01:33 PM | 3 Likes Like |Link to Comment
  • Facebook Friday: Finally Something To Get Excited About? [View article]
    Can u say manipulation? Orders under $38 cancelled then GS et al come it with a 1B slush fund to buy on the dip at $38. Buyer beware FB

    Keep em coming Phil.
    May 18 12:49 PM | 3 Likes Like |Link to Comment
  • The Silver Megathrust [View article]
    The best article I have read in a very long time, on the silver/gold ratio. A solid, well informed opinion on why you should be saving silver and gold right now!!
    Apr 28 09:37 AM | 3 Likes Like |Link to Comment
  • Time To Accumulate Gold And Silver [View article]
    I couldn't agree more with your article and your facts.
    Mar 13 02:36 PM | 3 Likes Like |Link to Comment
  • Fake-Out Thursday: Dollar Sacrificed On An Altar Of Lies [View article]
    Phil, I always enjoy your entries, however, you failed to mention some facts which may actually make $100 plus oil the norm.

    Japan just shut down 30% of it's electrical capacity (nuclear plants) and most likely won't be turning them any time soon, if at all.

    Germany is also shutting down it's nuclear industry in favor of other forms of energy with a focus on wind.

    China is increasing it's automobile population by 30M per year, eating up a lot of gasoline, and will soon be the leading market in automobiles, overtaking the USA.

    India is spending 100B on infrastrucure, mostly roads, in the next few years, to service thier growing auto industry.

    and finally, sweet crude is all but a forgotten memory for producers who are digging up the oil sands, punching holes 1 mile under the sea and fracking the hell out of U.S. soil.

    I think we will see $150 oil before we see $85 oil again (if ever).

    Your thoughts?
    Mar 8 02:14 PM | 3 Likes Like |Link to Comment