Dan Lewis James's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/283050/comments http://seekingalpha.com/article/121250-gold-the-only-remaining-bubble?source=feed#comment-395608 395608
Economists generally agree that high rates of inflation and hyperinflation are caused by an excessive growth of the money supply.

If China and other creditor nations no longer believe in the US service economy, the money supply in the US economy is going to grow so fast (as the dollar debt comes home to roost) that hyperinflation is the only path. Don't throw the China can't live without the US argument cause it's completely false, China is currently burdened by the US consumer debt.

Gold is the only alternative and the only thing that is left when fiat currencies get undermined by politics.]]> Thu, 19 Feb 2009 16:04:44 -0500
Economists generally agree that high rates of inflation and hyperinflation are caused by an excessive growth of the money supply.

If China and other creditor nations no longer believe in the US service economy, the money supply in the US economy is going to grow so fast (as the dollar debt comes home to roost) that hyperinflation is the only path. Don't throw the China can't live without the US argument cause it's completely false, China is currently burdened by the US consumer debt.

Gold is the only alternative and the only thing that is left when fiat currencies get undermined by politics.]]> http://seekingalpha.com/article/98263-the-market-hates-mosaic-phosphates-not-up-to-snuff?source=feed#comment-314919 314919
The fundamentals of commodities are still there and the supply conditions will be even worse now that new investment has all but disappeared.

Tell me the next time someone finds a new, large oil reserve that will cost sub $50 a barrel to extract.]]> Tue, 25 Nov 2008 15:23:33 -0500
The fundamentals of commodities are still there and the supply conditions will be even worse now that new investment has all but disappeared.

Tell me the next time someone finds a new, large oil reserve that will cost sub $50 a barrel to extract.]]> http://seekingalpha.com/article/106024-chinas-585-billion-renovation?source=feed#comment-305873 305873
Another interesting question in China - as the Chinese Government owns certain companies in certain sectors, is it better to invest in these. I'm thinking China mobile rather than China Unicom etc. My thinking is that these companies will be preferred beneficiaries of any infrastructure development first.]]> Fri, 14 Nov 2008 08:11:37 -0500
Another interesting question in China - as the Chinese Government owns certain companies in certain sectors, is it better to invest in these. I'm thinking China mobile rather than China Unicom etc. My thinking is that these companies will be preferred beneficiaries of any infrastructure development first.]]> http://seekingalpha.com/article/105394-it-s-a-great-time-to-be-a-value-investor?source=feed#comment-303748 303748
Why are so many investors short term, always trying to make money quickly rather than buying a company with fundamentals unaltered and then sitting back. The most successful investors I can think of have always done this.

China has over 1.3billion people, most of which now leaving farming and becoming consumers. In the 5-10 year time frame those fundamentals will override the current crisis. ]]> Wed, 12 Nov 2008 05:01:38 -0500
Why are so many investors short term, always trying to make money quickly rather than buying a company with fundamentals unaltered and then sitting back. The most successful investors I can think of have always done this.

China has over 1.3billion people, most of which now leaving farming and becoming consumers. In the 5-10 year time frame those fundamentals will override the current crisis. ]]> http://seekingalpha.com/article/105060-will-apple-s-q1-2009-revenue-estimates-be-a-blowout?source=feed#comment-302212 302212
I prefer the fundamentals in commodities, but then maybe I'm just a Jim Rogers fan boy.]]> Mon, 10 Nov 2008 14:49:58 -0500
I prefer the fundamentals in commodities, but then maybe I'm just a Jim Rogers fan boy.]]> http://seekingalpha.com/article/104978-the-winners-will-be-those-who-look-to-gold-and-commodities?source=feed#comment-301295 301295
As a question though, does anyone have an idea what time frame we may be looking at for inflation from the bailout's to filter into the economy? Any ideas would be good.]]> Sun, 09 Nov 2008 13:53:43 -0500
As a question though, does anyone have an idea what time frame we may be looking at for inflation from the bailout's to filter into the economy? Any ideas would be good.]]>