armadillo

Nouriel Roubini, One on One: More Doom and Gloom

Hmmmm Stagflation caused by our own over consumption and debt, while our creditors outbid us for everything.

Four Ways to Capitalize on 'Super Contango'

I just rode the ferry to Galveston yesterday (from Bolivar peninsula - WOW worse than the pictures) and saw a whole lot of ships sitting offshore - dozens (those were only the ones I could see) I was there last year and didn't see very many sitting. I don't know how many were oil related and am just saying what I saw. Also, there was a massive oil rig at port as well.

Why Commodities May Be Nearing a Turning Point

I am still surpised when I see how far and for how long markets (people) can drive something too far in a particular direction. I guess you have to drive something further each time to keep the surprise factor going.

The Dollar's Decline: Taking Responsibility for the Future

So who is going to be the next world power.....China is just catching up a little, I don't see them founding the next great wave of innovation and productivity. They are just coming out of the dumps for most of their people. Same with India. Brazil is riding the fallacy of ethanol. You tell me who is smarter, more innovative.........

Flexible Oil

Your last point the most important to alternatives. Price is king.

Stocks and Oil: Charting a Burst Bubble

That is an amazing chart and concept in visualizing where the money in the world is flowing and how our spending will come to an end.