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  • Russia: Looking Beyond The Gloom And Doom [View article]
    US and too lesser degree Europe policy causing Russia to align with China. Not in best interest of US nor Europe. I'm with Kissinger on this one.
    Aug 22, 2015. 09:07 AM | 5 Likes Like |Link to Comment
  • Avoid Sinopec Shanghai Petroleum Company [View article]
    Thanks for the article. Do you know if there is any connection between SHI and SNP?
    Apr 25, 2015. 09:27 AM | Likes Like |Link to Comment
  • Dollar Bulls Bend But Don't Break [View article]
    Any thoughts on the Yuan that maybe added to the SDRs on or about Jan 2016 and its impact on the US$? Also should add the AIIB Bank. Thanks for your excellent reports.
    Apr 19, 2015. 09:47 AM | Likes Like |Link to Comment
  • TNT Express Acquisition To Build FedEx's European Network And Create Synergy Opportunity [View article]
    Will shareholders accept $4.8 billion when offered $6.9 billion a year ago?
    Apr 7, 2015. 03:56 PM | Likes Like |Link to Comment
  • Why Solazyme's High-Oleic Oils Are Needed Now [View article]
    May be some competition from Synthetic Genomics and Craig Vetter?
    May 28, 2014. 03:47 PM | 2 Likes Like |Link to Comment
  • ADM Getting More Than The Usual Benefit Of The Doubt [View article]
    Thanks for the follow-up!
    May 13, 2014. 04:39 PM | Likes Like |Link to Comment
  • ADM Getting More Than The Usual Benefit Of The Doubt [View article]
    A company that shows up in these discusses is Solazyme that is IMO a biotech company. They are described as developing nutritional oils among other products. Is there any merit in this company in connection w/AMD? Thanks
    May 13, 2014. 02:39 PM | Likes Like |Link to Comment
  • The Yuan Is Becoming The New Currency Of Choice [View article]
    Do you consider CNY along with CYB and DSUM?
    Feb 27, 2014. 09:05 AM | Likes Like |Link to Comment
  • Diverging Dollar Performance Set To Continue [View article]
    As always Thanks for the article. What do make of China not purchasing additional US Treasuries as recently reported?
    Nov 24, 2013. 10:08 AM | 1 Like Like |Link to Comment
  • China Announces That It Is Going To Stop Stockpiling U.S. Dollars [View article]
    Thanks Michael for the article. Saw some of this yesterday from Reuters, I think.
    US Petrodollar has been undermined for sometime now with side deals between China and Brazil, Russia, Australia, etc. using the yuan, reale, ruble, etc. instead of US$.
    China is strategic & dumping US$ buying oil, mineral rights, gold, companies, etc worldwide including US investments.
    Do you see any value in a CNY or CBY play on the yuan? What about equities in oil and minerals business worldwide?
    Nov 23, 2013. 09:27 AM | 1 Like Like |Link to Comment
  • 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