HiSpeed

Reflation, Housing Stabilization, And the Devaluation of the U.S. Dollar

Keep an eye on commodities - they are the canary in the coal mine of inflation - and possibly, hyperinflation.

Winners and Losers from Oil Contango

It's a shame that US oil companies are pulling back on exploration. No doubt the volatility of oil prices and changing energy policy out of Washington are among the concerns.

Meanwhile, China - having a vision for the future - is planning for the future by investing at fire-sale prices. When the next energy crises rears in head, we will be looking back to these days only to see opportunities wasted, and focus on the wrong concerns regarding energy policy.

60 Minutes on Oil: Did Anyone Verify Anything?

So people now driving a massive THREE percent fewer road miles = oil dropping from 140s to 30s in a half year. Yeah, that makes perfect supply/demand sense.

Clearly, oil and commodities got jammed due to speculation. As to what percentage of the jam what speculative, well, there we can debate.