Archive - Sep 16, 2010 - Blog entry
Is Copper the New Red Gold?
Submitted by madhedgefundtrader on 09/16/2010 23:34 -0500“Dr. Copper”, the only commodity with a PhD in economics, is predicting a decent economic recovery. While demand for American home construction remains in the basement, demand from China is surging, whose own construction industry remains on a tear. Global production has fallen 12% during the first half of this year. The new “monetization” of the red metal. Stashing copper bars in warehouses around the country, expecting the red metal to hit $6/pound within the next three years. (JJC), (DBB), (ECH), (FCX).
What's Going On In The Gulf?
Submitted by George Washington on 09/16/2010 23:29 -0500Roundup of current events ...
The US Does Not Own Or Control Its Money System
Submitted by Phoenix Capital Research on 09/16/2010 19:48 -0500Graham’s note: the following is an excerpt from my latest issue of The Phoenix World Views Digest, my monthly newsletter devoted to dissecting how the socio-economic-political structures of the world REALLY work.
Soros: Nothing Is Very Safe, Including Gold
Submitted by asiablues on 09/16/2010 17:23 -0500Spot gold Tuesday hit a record $1,274.75 an ounce,drifted lower on Wednesday partly weighed down by fresh comments from billionaire financier George Soros that gold is the ''ultimate bubble,' and that "this is a period of great uncertainty so nothing is very safe."
A More Skeptical View of Greek Reforms
Submitted by Leo Kolivakis on 09/16/2010 16:00 -0500A buddy of mine in Athens is a lot less optimistic on Greece's economic prospects...
The "National Security" Apparatus Has Been Hijacked to Serve the Needs of Big Business
Submitted by George Washington on 09/16/2010 12:37 -0500Other than that, its a totally level playing field ...
The Woody Hayes Economy
Submitted by Value Expectations on 09/16/2010 11:04 -0500What are the drivers of the recent heat-up in M&A activity in the past few weeks? A healthy prospect of the Global Economy? Cash burning holes in CEOs’ pockets? Valuation for the acquisition targets is compelling?
Peak Rare Earths is Upon Us.
Submitted by madhedgefundtrader on 09/16/2010 10:23 -0500The rare earths plays have exploded into my best trades of the year. The smart money is pouring into the more valuable heavy rare earths. Are we reacinh a peak, or are we just getting started? (AVARF), (LYSCF), (GWMGF), (MCP).
FHFA’s DeMarco – TARP Banks are Pikers!
Submitted by Bruce Krasting on 09/16/2010 05:51 -0500We bail them out. They stiff us. Wonder why we hate the banks? Some thoughts on Ed DeMarco.
