drooyrich

Stagflation and Peak Oil: How Related Are They? (Part II)

user, can you get into stocks ? If yes there are a multiple of stocks, traded in Canada (get out of the dollar while you can) like CEF.TO (linked to gold and gold stocks - I think it pays a dividend), U.TO (linked to the price of Uranium), for Gold-silver-palladium-... play, I suggest to play on the following stocks: GG, SLW, PAL and SWC all on NY stock exchange OR Toronto stock exchange (I think better) - of course, you will have to follow and do the buying and selling accordingly - regarding some oil related stocks, definetly the CANROYS like PBH, HTE, PWE, PVX and PBT and also I would not forget for coal FDG - good luck to you !

Why I'm Not Buying Oil's Recent 'Correction'

oil left an open gap at 122 - will fill it probably in the next few weeks - truth is oil production has peaked in 2005 and is now starting to fall fast - Cantarell Mexico is down 14% y/y - all this nonse of oil correcting because it is getting too expensive does not take into account the issue that oil is FINITE and diminuishing - economists can not understand this since their reasoning is based on the classical demand-supply relationship - my bet ? Oil correct at 120 approx. and then goes up beyond 200 when Iran gets bombed by year end - anybody wants to bet ? [e-mail]

Stagflation and Peak Oil: How Related Are They? (Part II)

Thanks Larry for the article, when I get up every morning I think about stagflation and peak oil and how to protect and take advantage of these two tsunamis, the latter being of outstanding proportions..you separate the two issues but infact I believe them to be very closely related..being a I oil chemist, I understand very well the products that come out of oil and the relationship between oil prices and inflation..basically, everything we consume and eat is based on oil - everything; when recommending companies, I would of course avoid the heavily in debt ones, indipendently from the area of work..lastly, together with swiss associates, I am going to launch a new fund called Thermo-dynamics which is going to exactly capitalize on peak oil and stagflation and how to profit from these two tsunamis which today are still out of the radar of major investors and Hedge funds. Our plans are to get into and play this theme untill 2015-2020. Why the name Thermo-dynamics? Well, since I am a chemist, basically I refer to Thermo-dynamics which is the branch of chemistry and physics which studies the laws of the transformation between energy and heat, which by the way is the basis of the motor engine of today and our suburbian civilisation - the economists believe that when the price of oil will reach higher levels, lets say 250 $ / barrel for example then alternative technologies will come on line and replace oil - nothing is more untrue but economists always and only think in matter of money; in reality, if the energy input is higher than the energy output, it does not make sense to move forward since you are consuming more energy than what you are receiving - in synthesis, the laws of thermo dynamics say there is "no free lunch" as opposed to the mentality of the herd which cannot and will not believe this. Blame it on the arabs, on the evil speculators (who by the way have been shorting oil since 100 $), on the seven systers and the three brothers (only kidding), on the Russians or Chinese. I make another example; you are hungry; you have a tree with apples in front of you - first you pick the apples than are the nearest - if the effort you put up to get the apples far away is higher than the BTUs (energy) that you receive, it does not make sense to get those last apples - peak oil is exactly this; we might have still billions of barrels underneath the oceans or Artic but a great % of them will not make sense to recover since the inputs to get them out (in terms of infrastructure, trasportation, refining etc.) will make them worthless. I hope people start waking up to this because this is the single most important issue that is going to strike the world in the next 5-10 years. Protect yourself, your children, your loved ones by at least protecting your wealth - if you need more info, send me a mail at [e-mail]

If This Comes True, You'll Be Glad You Own Gold & Silver

PS again - if Hecla is undervalued, go to First Silver Majestic for an undervalued one - Hecla is trading at 1 billion dollars cap, producing 6 million ounces of silver and 100 million proven and probable (plus a gold mine in Venezuela, blee) while First Silver is trading at one fourth the cap, will be producing more silver this year, around 7 million and is targeting to have more than 200 million ounces of silver reserves probale and proven - seems quite evident to me - the reason of this difference ? Simple, First Silver is a junior who in the space of 2 years has become a medium-large player and is still off the radar screens - best luck to all - I do have shares of Frist Silver Majestic of course - trading on the TSE as FR.TO

If This Comes True, You'll Be Glad You Own Gold & Silver

Autaber, as I said in another post we are in the winter cycle according to Kondratieff where the credit boom = debt boom has been fenomenal - now, this theory well documented which has with precision forecasted financials boom and bust is now predicting deflation - frankly, I cannot see how we will get deflation since the other tsunami is much bigger i.e. peak oil - with oil becoming more and more expensive, this will have an inflationary impact on food, energy, metals, etc. I think the deflation will be on housing, stocks, bonds - so, according the the classical Kondratieff theory, gold will outperform during the housing/stock/bond deflation and should do even better since we will have inflation on food/energy/raw materials - the target price ?? Ok, if we calculate how much monetary mass has been increased during the Autumn period (1980-2000) gold price should rise to 32.000 dollars just to match this increase - I know this sounds crazy but these are the facts - will it ? I would be happy for just 6000-10.000 dollars - best luck to you - protect yourself, your family because what is to come will not be pretty at all !

Gold's Finest Hour: How to Buy Now

yuman, I share your doubts - we are in the winter cycle according to Kondratieff were the credit boom = debt boom has been fenomenal - now, this theory well documented which has with precision forecasted financials boom and bust is now predicting deflation - frankly, I cannot see how we will get deflation since the other tsunami is much bigger i.e. peak oil - with oil becoming more and mote expensive, this will have an inflationary impact on food, energy, metals, etc. I think the deflation will be on housing, stocks, bonds - so, according the the classical Kondratieff theory, gold will outperform during the housing/stock/bond deflation and should do even better since we will have inflation on food/energy/raw materials - the target price ?? Ok, if we calculate how much monetary mass has been increased during the Autumn period (1980-2000) gold price should rise to 32.000 dollars just to match this increase - I know this sounds crazy but these are the facts - will it ? I would be happy for just 6000-10.000 dollars - best luck to you - protect yourself, your family because what is to come will not be pretty at all !

Penn West Energy: More Questions Than Answers

Dear Author, could you please investigate also in the position of the other Caroys namely HTE ? Thanks

NYMEX: Speculators Aren't Driving Oil Market

americans, start selling your SUVs and buy fuel efficient cars (not hte Toyota Hybrids which in fact have a very negative life cycle, worse than a Hummer) - understand that there are no dark speculators driving the price of oil up - it is based on demand which is growing and projected to arrive at 120 million barrels PER DAY while we are stuck since 2005 with an 85 million barrel output - GOT IT ?? Slow down your air conditioning, no need to have freezing temperatures at home, you just need a couple of degrees less to have comfort - get ride of Suburbia model of life NOW - you are all doomed unless of course good old president invades Iran and secures supply by WAR (remember Iraq? why do you think you invaded it ? to free the curds and the shiites from Saddam ? yeehh

Harvest Energy Trust: Not Like Other Refiners

big bonus for this company is the natural gas production - the NG prices are set to explode upwards to 15 this summer - I hope they have not hedged the price - any info on the prices they have hedged oil ? Thanks

Why Exxon Still Denies Peak Oil

wake up guys, world production of oil is static at 85 million barrels since 2005 - go see the statistics if you want - do not believe in peak oil and declining oil fields ? Why has the UK become from net exporter to net importer ? Why is Cantarell, Mexico's largest oil field and one of the largest world wide is decresing every year its output by 15% EVERY year since 2005 ? Do not believe in peak oil ? You are doomed if you are not taking countermeasures on what will change completely your life expectations - prepare now or be very very sorry later - suburbia is Finished ! peakoil.com or energybulletin.net -