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  • Bernanke Responds To Congressman's Tough QE Questions: Examining The Exchange [View article]
    How can they get the banks to lend the money that they've amassed from the previous stimuli. Is their a way to force a "loan it or lose it" provision? How might that work? It seems to me that the bottleneck lies with the bailed out banks and that's where the pressure needs to be applied.
    Aug 25, 2012. 10:17 AM | 4 Likes Like |Link to Comment
  • Farming In Hell: Emerging Markets Inflation & Commodities [View article]
    Power Shares Water Resources Portfolio (pho) looks like a pretty smart bet and it's trending nicely enough. Check it out.
    Aug 22, 2012. 02:05 PM | Likes Like |Link to Comment
  • Farming In Hell: Emerging Markets Inflation & Commodities [View article]
    This is an excellent and even article about interconnectedness and unintended consequences. Truly, the most valuable commodity is water.
    Aug 22, 2012. 01:54 PM | Likes Like |Link to Comment
  • Coal producers (KOL +1.4%) show strength on news the U.S. Court of Appeals for the D.C. Circuit has put on hold an EPA rule over limits on sulfur dioxide and nitrogen oxide emissions. The decision sends the rule back to the agency for revision. ANR +8%, JRCC +5.4%, BTU +4.8%, WLB +4.7%, CNX +2.2%, ACI +2%, CLD +2%[View news story]
    Natural gas is putting coal out of business. It's not a conspiracy. It's business. Coal is an inferior fuel and phasing it out is the right thing to do. Blame fracking. The same forces would be at work regardless of the political stripes of the moment. I'm in favor of clean air and I vote.
    Aug 21, 2012. 07:18 PM | 1 Like Like |Link to Comment
  • Tesla: Is Building A Great Car Enough? [View article]
    I'm currently long 100 shares and I have traded in and out before. I feel that the analysis I have read ignores just how disruptive this car is. It may well be the best car of any type, ever built, at any time in automotive history. It's a quantum leap. Simply put, the S is going to take Manhattan in a way that a Volt or none of the others can. I doubt that John Petersen can wax as well about what's sexy in charts and numbers. We're dealing with the intangibles that have launched thousand of ships. The Prius and all of the rest of them are strictly utilitarian but the S will get you laid. Mark my words, Tesla's order book is going geometric as we speak. Petersen's wife just ordered one.
    Jul 24, 2012. 11:02 AM | 7 Likes Like |Link to Comment
  • Even After More Insider Buying, Molycorp Struggles To Generate Upward Momentum [View article]
    Anyone care to speculate on what sort of vertical integration moves are likely to play out? It seems to me that Molycorp needs a near term suite of hrees and that Lynas needs to respond in kind to the Moly/Neo merger.
    Jul 10, 2012. 02:52 PM | Likes Like |Link to Comment
  • Why We Don't Own China [View article]
    Jul 3, 2012. 09:45 AM | Likes Like |Link to Comment
  • Why We Don't Own China [View article]
    Made in Taiwan? Not a problem. I wasn't referring to the Chinese people. I was referring to China. So far as I'm concerned, China Malthusian's laboratory. They can lock up some of their commodities globally but what about air and water? There's discord in the provinces. They can see to the West and they want it. The only modern model for their situation and it's not a pretty one, is the former Soviet Union. The Soviets crumbled in the face of VCR's satellite dishes and CNN. China is up against Google and Apple. Discord in the Provinces is a given as China is losing it's grip on information control. China has a history of famine and with the intense climate shifts we're likely to see in the coming years, the situation could get dangerously acute. I'm not talking about the Chinese who can make it to Vancouver. It's the one's who can't that should be worrisome.
    Jul 3, 2012. 08:50 AM | 1 Like Like |Link to Comment
  • Why We Don't Own China [View article]
    Excellent article and analysis. Like a common brewer's yeast, the Chinese will die in their own excreta. Yeast will crank along happily consuming sugar and laying waste or more yeast until they reach the carrying capacity of the vessel they are in and die off. Chinese middle class aspirations, Western style are not attainable, not if they want to breath, not if they want to drink and not if they want to eat. The air quality in Beijing during the Olympics put your thesis in a nutshell sir. There is simply too many of them with material aspirations that are impossible to meet. Eventual popular uprising is a given. China has been the antithesis of my investment choices for 25 years. The first question I ask when consuming or investing is whether it's made in China. Their methods are hugely sociopathic especially as you say while toadying up to third world despots to lock in resources. Thank you for validating my long term thinking on our truly greatest global rival. If I was President, they wouldn't have even gotten MFN treatment. We were hugely complicit in creating that beast as our myopic American corportacracy only sees green.
    Jul 2, 2012. 11:27 AM | 7 Likes Like |Link to Comment
  • A Very Unusual Day For The Markets: June 21, 2012 [View article]
    I'm certainly not understanding the action on silver at all. Disappointment on QE shouldn't be the whole story. It looks like JPM isn't done with their shenanigans in the pm space. It's been really tough to hedge this market and still be in it. 25.99 slv anyone?
    Jun 22, 2012. 12:53 PM | Likes Like |Link to Comment
  • 5 Reasons To Buy Molycorp [View article]
    QRM is American? I don't think so however at least location wise, Ucore is. Molycorp is not fully vertically integrated without a suite of heavy rare earths and how they will obtain those is still a wild card. Buying Ucore imo is their best bet.
    Jun 19, 2012. 07:54 AM | 1 Like Like |Link to Comment
  • Gold And Silver (An Update): Is There Still A Reason To Be Bullish? [View article]
    The December SLV lows were tested this May. They held and the big gap up last Tuesday was a "breakout" but that needs further confirmation and may include some additional testing of the May lows however, while I can appreciate your caution at this time, imho, it looks to me like the bottom is set.
    Jun 11, 2012. 10:56 AM | 1 Like Like |Link to Comment
  • The Coming Meltdown In College Education [View article]
    It's super dopey to use "could care less" when you mean COULD NOT CARE LESS!
    May 14, 2012. 09:21 AM | 3 Likes Like |Link to Comment
  • Why Liberals Should Invest Like Conservatives [View article]
    I made a ten dollar bet in 2007 that bac would hit 3 bucks a share and I was paid in two 5 dollar casino tokens that were squeezed out from the envelope and lost at the post office with only the embossed paper arriving, as good an allegory as any for these unsettling times.
    May 12, 2012. 11:55 AM | Likes Like |Link to Comment
  • This $30 Stock Could Pop On Buyout Rumors And Announcements [View article]
    There's a lot of skepticism regarding their hree prospect and what they might do integrate hree supplies in to their mix. In my view, what they might acquire makes for more interesting speculation than who might acquire them. I think that Molycorp could be shopping for a hree junior. Ucore looks like one of the more likely bets to me.
    Apr 24, 2012. 09:35 AM | Likes Like |Link to Comment