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  • The Brightest Stars in the Commodities Boom, Part Two [View article]
    CNX up $4.48 today.
    Jul 11 20:17 pm |Rating: 0 0 |Link to Comment
  • The Brightest Stars in the Commodities Boom, Part Two [View article]
    Due to horrible winter weather that stopped its own mining in some areas, China was also importing coal this winter. And coal to liquids is certainly an oil-replacement possibility, plus clean coal is a certainty (look at Silverado's demonstration project supported by the state of Mississippi).
    Jul 10 18:27 pm |Rating: 0 0 |Link to Comment
  • The Brightest Stars in the Commodities Boom, Part Two [View article]
    Good post though I don't at all agree about gold or even about selling coal. Stay long in coal and nat gas. Coal IS international, not that shipping isn't costly, but one reason South Africa is in trouble is that it sold much of its coal to European buyers. Now it's repatriating its coal and the U.S. is selling to Europe.

    You have to hedge against currency collapse with gold. I agree about platinum/palladium/rho... was reading today about another rare and urgently needed aerospace metal that is a byproduct of moly.
    Jul 10 11:04 am |Rating: 0 0 |Link to Comment
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