web stats
Member Login
Lost your password?
Not a member yet? Sign Up!

Posts Tagged ‘ commodity Prices ’

Recent Interview With Eric Sprott on Silver

By
August 17, 2011
Eric Sprott photo

I take Warren’s Buffett view when it comes to commodities. Warren Buffett stated: gets dug out of the ground in Africa, or someplace. Then we melt it down, dig another hole, bury it again and pay people to stand …
Read More »


VoxEu Opening Pandora’s box: A new look at the industrial revolution

By
July 23, 2011
annual energy usage in England

Reprinted with permission By Tony Wrigley: …Former Professor of Economic History, Cambridge University and Master of Corpus Christi College Before the industrial revolution, economists considered output to be fundamentally constrained by the limited supply of land. This column explores
Read More »


China’s Relentless Appetite for Commodities

By
June 19, 2011

By Ben Strubel of Strubel Investment Management   In early May I wrote an article for our monthly newsletter (you can subscribe for free here…) about why we don’t own commodities. In that article I said that while I
Read More »


Is the Recovery in Corporate Profit Margins Over?

By
October 27, 2010
Ben Bernanke

By SeekingDelta of http://seekingdelta.wordpress.com/ QE2 has yet to begin in earnest and yet its effects are already being felt. In the words of the New York Fed’s Brian Sack, it is hoping via QE2 to (emphasis mine): “keep longer-term …
Read More »


Michael Burry: What Happened To You?

By
September 20, 2010
Michael Burry: What Happened To You?

This article is really just a short question for the audience that I have. I am perplexed by recent comments that Michael Burry made in an exclusive interview with Bloomberg. In the interview Burry was asked what he thought was…
Read More »


Michael Burry, Predictor of Mortgage Collapse, Bets on Farmland, Gold

By
September 7, 2010
Michael Burry

Michael Burry, the former hedge-fund manager who predicted the housing market’s plunge, said he is investing in farmable land, small technology companies and gold as he hunts original ideas and braces for a weaker dollar. “I believe that agriculture land…
Read More »


Valuing Cyclical Stocks – Valero Energy Corp (VLO)

By
July 14, 2010
Valero Energy logo

By Adib Motiwala of http://adibmotiwala.blogspot.com/… I am currently doing a review of all the holdings in my stock portfolio. I thought it would be a good exercise to write down my thoughts in an article here. There are quite a
Read More »


Whitney Tilson is Bullish on BP

By
June 21, 2010
Whitney Tilson

There is an ongoing debate whether British Petroleum (NYSE:BP) is a value stock or a value trap. I laid out the case in a previous article that BP presented an exciting opportunity. The article stated that there is a 200%…
Read More »


Is BP worth $90 a Share or $0 a Share?

By
June 17, 2010
British Petroleum logo

In the past month the share price of British Petroleum’s stock (Ticker:BP) has taken a massive beating. The stock is down 35% in the past month. In the past five days alone the stock is down 20%. The question is,…
Read More »


Everything You Need to Know About The Recent Oil Spill

By
May 26, 2010
oil spill

This is the best charts on the current oil spill, and one of the best charts I have ever seen in my life. It is a super detailed chart detailing the entire oil spill its effects on wildlife, the economy,…
Read More »