mindmuse

Rio Tinto Targets 10% of World Potash Market

Good heavens, I should be so lucky if ALL the CEOs of my stocks left my "hanging out to dry" for a 125% profit.

Miller and Heebner: A Study in Contrasting Investment Styles

Interesting contrast of a couple of very influential investors. And very nice that you point out the higher beta bias of both.

Personally, I'm much more solidly of the belief of Heebner at this time.

Maybe financials are a great value now. And maybe venomous snake-handlers will escape unscathed. I just don't think there's any true transparency and predictability there. I'm overweight parts of the economy that to me are real, tangible, direct contributors to world needs today - and those aren't squirrelly financial derivatives, but demonstrable materials in demand to build economic infrastructure needs. I just don't see why one would think Miller rather than Heebner is more in step with current the current world situation.

The Agriculture Bull Keeps Getting Stronger

interesting that we're hearing so much hostility on companies that making it possible to keep people from starving to death.