Umm, yeah

Safe Haven Investments: Imminent Danger and Opportunities

I own some SLV, but it seems that in the short term, deflation still rules the day. I've read more than one article preaching short term deflation followed by hyper inflation as the gov't + Fed try to stop the stagflation. Mark mentions the hyper inflation part, but I don't see anyone talking about the short term deflation that we've been experiencing.

The Brightest Stars in the Commodities Boom, Part Two

Lol, nice revisionist history, Mark. You were telling us to move money from Coal to Nat Gas, and it took just as big of a hit...

Recent World Events Are Bullish for Metals

I enjoyed the article.

The point of contention which I'd like to bring up, isn't whether one should sell coal stocks and buy nat gas stocks, but mostly how you've laid out your argument.

To say that you don't like coal because the price has run up very quickly and that all of the talking heads are talking about buying coal... well, the same applies to natural gas, right?

And like haydete is saying - it's the rate of production & demand that seems to be driving prices (along with speculation) rather than long term supply.

That being said, I'm long several nat gas companies (including CHK), and don't own any coal companies, so my actual holdings agree with what you've concluded. I'm mostly looking for some further analysis on why buying nat gas is so much more compelling than coal. Right now, it's sounding like a repeat of the logic from your blog 3-4 months ago, about why no one should buy POT, which is up 33%.

Regardless, I'll end my comment on a positive note in that I like the discussion, and your blog is one more reason that I'm considering buying some SWC.