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Fri Apr 4th 20:38 PM | Rating: 0 0
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Interest Rates and the Mineral Bubble: The Hidden Parameter

Gold, silver, oil, and commodities in general do not follow the yield curve, although they may seem to due to the fact that the fed normally keeps, or tries to keep, yields in more or less lock step with inflation, and inflation forecasts. This time the fed lowered rates in the face of higher inflation, along with printing billions of dollars of bailout money. Watch what happens to the "inflation curve", which commodities do follow. This poster is totally WRONG, and if his money is where his mouth is, he will have a lot less of it in short time. Miners hoarding their reserves in the ground? Name one. I can't find a single case of that. Shalom Hamou, good luck. You are really going to need it!
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Mon Jan 14th 16:59 PM | Rating: 0 0
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Will U.S. Recession Lead to Solar Depression?

Things always look better or worse than they really are. I don't believe a typical U.S. resesion will hurt the solar industry much, if at all, but the highest flying overpriced solar stocks will take it on the chin. Not because of a solar industry resession, but because today's prices will look even more rediculusly high in a bear market. I expect these "gambling money" stocks will be the first sold to meet margin calls. Having said that, when I see a bottom put in, or the next breakthrough in pannel efficiency, I'm backing up the truck. Solar power makes too much sense to go away.
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