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  • The 'Reflation' Top Ten Portfolio [View article]
    From the above post:
    At the recent annual CFA awards dinner in Toronto Jim told the assembled crowd of fund managers and investment bankers to “sell your houses, move to Saskatchewan, buy a tractor and some farmland, and start farming”.

    Indeed this action might just be the re-education that fund managers need after their dismal behavior these last few years.
    Jan 23 10:42 am |Rating: 0 0 |Link to Comment
  • $125 Oil Not Sustainable for the Time Being [View article]
    It is now August and the price of oil is falling, at this moment below $120. For how long, who knows. Maybe Obama's jawboning about releasing oil from the SPR woke energy traders up to the idea we might have a president who is not complacent. Anyway it looks like speculation does play a big part in the price of oil. Who knew?
    Aug 05 11:52 am |Rating: 0 0 |Link to Comment
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