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  • U.S. Oil Production Keeps Surging, So Why Haven't Oil And Gasoline Prices Fallen? [View article]
    Excellent take on the situation. Even with these increased volumes being brought to the surface here in the US, there is often little mention made of the cost and accessibility of the latest wells. Naturally, the producers will first choose the easiest, cheapest supply to work on, as it offers the most profit and pleases the shareholders.
    Not to mention the global competition for limited supply.
    Have you ever heard of these sites? Our Finite World, by Actuary Gail Tverberg
    Aug 13, 2014. 06:10 PM | 1 Like Like |Link to Comment
  • Too Big To Pop [View article]
    Excellent article, summing up the degenerate combination of terrible fundamentals matched with a sky-high stock market performance during the QE phase of monetary injections.
    I see little incentive to buy anything, be it stocks or a house, until much later in the year, presuming tapering is concluded and interest rates are raised as scheduled.
    What a fascinating time to be alive, in what will be recorded as a bizarre chapter of financial history.
    Aug 1, 2014. 02:04 PM | Likes Like |Link to Comment
  • Citigroup Predicts Gold At $2,400/Oz. In 2012 And $3,400/Oz. 'In Coming Years' [View article]
    Agree with the outline of gold production seen in Australia: Future production likely to stagnate or even decline due to numerous factors: Few new unknown sources left to discover, ore grades weakening over time as the rich veins are tapped first, and a new vulnerability to stretched energy supplies.
    Mar 25, 2012. 11:55 AM | Likes Like |Link to Comment
  • The End Result Of The Fed's Cancerous Policies [View article]
    It used to be that a government could get away with either low interest rates, combined with minimal debt, or high debt patterns coupled with commensurate interest rates of a higher level.
    The Fed is succeeding so far in warping the natural order of market forces, yet as you perceive, this cannot last.
    Volcker was the last Fed chairman I know of who actually performed the duties of his position.
    Bernanke is a sorceror's apprentice waving his wand while outside forces bide their time, yet shall sweep him, and us, away.
    Mar 18, 2012. 12:20 PM | 6 Likes Like |Link to Comment
  • Will Chuck E. Cheese Celebrate The Record Number Of Births In 2007 With Record Profits? [View article]
    Interesting premise, had no idea the company was so widespread, let alone to justify a stock market presence.
    One possible flaw is that while there may be a boost in the number of children in your selected age bracket, these kids are dependent on their parents for any purchasing power.
    With unemployment still stubborn, more single parent households, and more children being found to rely on government food programs, a simple upsurge may not be as promising as first thought.
    Feb 19, 2012. 05:57 PM | 2 Likes Like |Link to Comment
  • What Happens After 'Peak Everything'? [View article]
    I am happy that natural gas is emerging as a plentiful energy source, but even more happy that I do not live near a fracking operation. Documentaries have noted the pollution entering local water supplies, along with concomitant human health issues, when the mix of chemicals used as part of the extraction process seep into aquifers.

    Nuclear is welcome as well, although finding sufficient suitable isotopes of uranium and plutonium for the reactors runs into another wall of resource scarcity, and diminishing returns on effort expended.

    Agree that this is a promising field in general for the future, as far as investment is concerned. As for the global population expansion, I am powerless to assert my will to maintain a sustainable human size, being one person ranged against the planet. I feel only the natural weighing performed by the free market will achieve a balance, even if it comes to famines.
    Feb 18, 2012. 07:27 PM | 2 Likes Like |Link to Comment
  • Ricardian Equivalence Is A Sad Joke [View article]
    Ricardian equivalence is not applicable to our situation, as there is too much pressure for the government to possibly raise taxes. Tax cuts rather are the story for the past decade. Our national debt burden is getting harder to keep under wraps. Reminds me of "The Blob" spreading out in the sewers before it emerges into broad daylight.
    Jan 28, 2012. 06:28 PM | Likes Like |Link to Comment
  • U.S. Money Supply Soars To All-Time Highs, Shows Inflation Trade Is Still On [View article]
    That was one period where gold was not a refuge from inflation. However, in many other periods, gold would have been an excellent choice.

    TIPS is an idea, but one I have little faith in. You are trusting the government to protect you from inflation, a statistic they are able to manipulate and obscure through CPI accounting gimmicks. When the Fed is directly responsible for expanding the money supply, which according to this article is on the order of 10%, then TIPS should be paying a premium over that level.
    Jan 19, 2012. 07:01 PM | 2 Likes Like |Link to Comment
  • How A Few French Banks Could Implode The Euro [View article]
    Hard to believe that this made for a solid, vigilance-raising article, and all before the S&P Eurozone downgrades were announced, which seem to have the biggest repercussions for France.
    Kudos for finding that bond holdings chart! Illuminates in a glimpse at how rigged the whole game has become.
    I've got gold and silver, but with some spare cash on hand, I may end up purchasing more bullion tomorrow.
    My circumstances are relatively simple, but the consequences of this continuing fiasco could really put my next (month, year) in a squeeze, even with my preparations.
    Least we here are cognizant and aware. So many zombies lost in their smart phones, tapping away in isolation.
    Jan 14, 2012. 01:22 AM | Likes Like |Link to Comment
  • Hyperinflation Is Not A Concern Yet, But The Fed's Money Printing Is [View article]
    Thank you for your timely article. It is tough having to turn a critical eye on your own country, but the facts are clear. I had my epiphany about one year ago, and am actually surprised that no further deterioration in market conditions has occurred so far, even the reaction to the US credit rating downgrade was muted.
    I've been allocating some funds to gold and silver bullion as a form of insurance. Keeping an eye on the spot price does reveal some fluctuations that could augur impending inflation, or rather dollar devaluation.
    If not aware of it already, Zero Hedge, along with Turd Ferguson's Metals blog, are excellent ongoing resources in this continuing saga of willful debt madness.
    Jan 12, 2012. 08:50 PM | Likes Like |Link to Comment
  • Preparing As The USD Nears The Tipping Point [View article]
    I am willing to defend your position, thank you for submitting your article. The dollar will be the reigning global currency until at some point it falters. Many here seem to feel that because this trend has persisted for many years, it will continue for many more. In such a complex environment however, prone to obscure forces and manipulation by the biggest jerks in the sandbox, we should remain open to the possibility of a sudden paradigm shift and the end of an era before we can blink. I am a holder of bullion, weighted to silver, but with more reasons prodding me to secure gold. Commodities as a whole are indeed among the best shelters available for the storm whipping up just off the radar.
    Jan 11, 2012. 01:11 AM | Likes Like |Link to Comment
  • 10 Reasons Not To Worry About U.S. Public Debt [View article]
    You offer some calming explanations, and help to placate my genuine fears for the future. In my case, I actually hope to visit Japan in the near future, not to mention Europe, so some more continued stability would suit me quite well.

    I am not sophisticated when it comes to the interest rate, but if we are lapping up global money with our T-bills, why not lower the rates even further, to minimize our interest payments? As Switzerland recently tried, we could even go negative, and have them pay us for the privilege of parking their money in government notes.

    Also, what about the risk of further ratings agency downgrades? The first blow back in August seemed to be shrugged off, but continued budgetary and deficit overstepping may in time lead to a more severe response. Do you favor abolishing the US debt ceiling altogether? Seems we are due for another raise in it already.
    Jan 4, 2012. 01:07 AM | Likes Like |Link to Comment
  • Stay Angry And Get Physical (Silver) [View article]
    Tired of debating whether GLD or SLV is a fraudulent enterprise? Kept up pondering the level of ethics of Wall Street sharks? Sleep easy my friends, and buy into the simplest investment which has no counter-party risk: Physical bullion. Buy on dips, don't sell.
    Yes, I also advocate food and guns be in your possession. I am actually still invested in mining shares myself, but having some significant chunk of real metal hidden away is a time-tested refuge.
    Dec 31, 2011. 01:15 AM | 4 Likes Like |Link to Comment
  • Vanguard Founder John Bogle's Outlook For The New Year [View article]
    Alright, so I can accept that 1 year, or even 5 years, is too short of a timeline for investing. Personally, my investments are open-ended, meaning I will likely own them for 30-40 years. Such a lengthy period does make me feel like I am more or less beholden to my investments, rather than an active participant in my affairs.
    *Sigh* Maybe I am spending too much time over-analyzing.
    Dec 24, 2011. 01:48 AM | 1 Like Like |Link to Comment
  • Where Will The ECB's Billions Go? [View article]
    Expect to be spending 2 weeks visiting a couple friends next spring in Europe. Had been anxious about the ongoing turbulence, but it seems this will smooth out the journey for the next couple years perhaps. Extend and pretend, until the whole house falls down at once. I suppose we'd best enjoy the stability while it is around.
    Dec 22, 2011. 11:37 PM | 2 Likes Like |Link to Comment