Periploi

Gold, Oil Majors Revisited

I've seen this movie before, the mid-seventies I believe. There are probably people still trying to use up all that powdered milk and wondering if their bullets will have any pop after 35 years.

The Next Crisis: Spiraling Inflation (Part 2)

I like (own) GGN (AMSE) as a lower risk way to be in gold, silver, copper, etc. Fund also plays gas, agriculture, some other commodities. Gabelli Funds pros play the angles and make a monthly dividend payout (10% or so annually). I rarely see this option mentioned anywhere.

Forget $100 a Barrel - Oil Will Plummet to $30

Author at least discloses his short USO position, more than some touts do. But here is a different take: U.S. drivers are now all smiles when gas can be bought at $3.00 - $3.50 per gallon. Who won this round of price escalation, consumers or producers?

Lundin: The Biggest Family in Natural Resources

I've owned LMC since before the EZM buyout. I'm not a billionaire yet. I keep thinking someone will buy it, FCX, RTP, RIO for example, but those guys apparently are smarter than me. Go figure.

Two Water Transport Plays - Besides DryShips

The ocean transport sector is the Wild Wild Wet. Good volatility for trading, few safe harbors for investing. Lots of tricky ownership and management puzzles, much of it foreign. Can keep you up at night. Nonetheless, I own several dry bulk carriers.

Earnings Preview: Wells Fargo

Unless they close all the banks, I like this one to survive.