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  • Thoughts Concerning The U.S. Dollar [View article]
    IMO a dramatic decrease in the value of the US$ will occur suddenly rather than a smooth downward slope caused by external factor(s) mostly out of US control. A point in time at which there is a lack of confidence and/or faith in the US$.
    It is evident that China, Australia, Europe, Russia, Brazil, India, parts of the Middle East are acting through third party agreements to exchange export and import payments around the US$ especially the usual US Petrodollar.
    Question: How do US citizens residing in the US prepare for this? Stock, bonds, real estate, gold, silver, other metals, oil, etc? Thanks.

    PS I have not read your prior articles, so you may have already answered this question.
    Oct 31, 2013. 05:26 PM | Likes Like |Link to Comment
  • The Chemical And Mining Co. Of Chile Is A DOG! I Think We'll Adopt It... [View article]
    I think POT is a large stakeholder in SQM. Would it be a surprise if POT increased its stake?
    Oct 25, 2013. 08:35 AM | 1 Like Like |Link to Comment
  • Unlike America, China Is Embracing Bold Reform [View article]
    Asia Confidential, thanks for the article.
    "Local governments at the provincial level being allowed to issue bonds. And this financing will replace the problematic local government finance vehicle (LGFV)"

    What are your thoughts on these potential bonds as an investment vehicle? Thanks.
    Oct 20, 2013. 10:36 AM | Likes Like |Link to Comment
  • Plains Holdings' Huge IPO Is Coming This Week [View article]
    Don, thanks for the article. What are the implications for a PAA stockholder? Thanks.
    Oct 15, 2013. 10:30 AM | Likes Like |Link to Comment
  • Canada's oil sands industry turns to algae to appease Obama [View news story]
    Could Solazyme play a role in this proposal?
    Aug 12, 2013. 03:10 PM | 1 Like Like |Link to Comment
  • China Comes Closer To Convergence [View article]
    Thanks for the article. Do you see this a step closer to the yuan as a worldwide traded currency? What impact does this have on CNY? Thanks.
    Aug 7, 2013. 09:05 AM | Likes Like |Link to Comment
  • Market Is Mistreating Exxon, But Watch Out For Short-Term Results [View article]
    Thanks for the well developed and detailed article.
    Jul 10, 2013. 09:17 AM | Likes Like |Link to Comment
  • Switzerland And China Sign Free Trade Agreement: 4 Ways To Trade [View article]
    Chris K thanks for the article on expanding free trade. Do you know if they trade in Swiss francs, Euros and or Yuans? Thanks.
    Jul 8, 2013. 06:21 PM | Likes Like |Link to Comment
  • Time For A Helicopter Money Drop On Main Street Using Higher Interest Rates [View article]
    Thanks for your article. The challenge seems to be confidence in government plus solvency is the issue rather than liquidity.
    Jun 30, 2013. 10:23 AM | Likes Like |Link to Comment
  • FX Traders, Beware Of Changing Rules [View article]
    Thanks for the article ... well written and useful. Any thoughts on the Yuan?
    Jun 29, 2013. 11:32 AM | 1 Like Like |Link to Comment
  • First Phase Of Correction Over, Dollar To Recover [View article]
    Thanks for the article. What do you see as the long-term trend for the Chinese Yuan? Thanks.
    Jun 9, 2013. 09:35 AM | Likes Like |Link to Comment
  • China The Impressive: A Personal View [View article]
    Nothing like a personal first-hand view of China, Thanks for the article. As an aside, do you have any thoughts on the value and direction of the yuan? Will it stay linked to the US$ or float?
    May 28, 2013. 10:22 AM | 1 Like Like |Link to Comment
  • Utilities: How Much Longer Can They Power Up [View article]
    Thanks for your realistic article. Any thoughts on foreign utilities: Europe and the BRICS?
    Apr 12, 2013. 09:52 AM | 1 Like Like |Link to Comment
  • Caterpillar Will Show Even More Losses Due To The Global Slowdown [View article]
    Some of CAT sales that were expected in the 1st Qtr 2013 may have been pushed forward in the 4th quarter 2012 due to tax and or price increases by vendors and customers. Long-term macro growth will continue for CAT and there is an excellent buying opportunity IMHO on dips in stock price. Population growth and emerging markets will be building infrastructure for decades. I have a small allocation of CAT shares and will buy more on dips in the $80 to $86 range.
    Mar 21, 2013. 06:14 PM | 1 Like Like |Link to Comment
  • ExxonMobil (XOM) says its $600M foray into creating motor fuels from algae may not succeed for at least another 25 years because of technical hurdles. Scientists have not yet been able to develop a strain of algae that reproduces quickly enough and behaves in a manner that would produce enough raw material to supply a refinery. [View news story]
    Solazyme seems to be having some scale up success with oils and other chemicals.
    Mar 8, 2013. 05:36 PM | Likes Like |Link to Comment