Commodity Snapshot
July 10, 2008 - (Courtesy: Bespoke Investment Group) Even after oil's $8 pullback in two days, the long-term…
"Appalling" Market Fundamentals the Problem, Not Inflation
Fascinating discussion a few weeks ago in welling@weeden with Albert Edwards and James Montier of Societe Generale, reprinted…
Hendry: Financials "Infected" by Bubble
Hugh Hendry, CEO, CIO, Eclectica Asset, guest hosted European Squawk Box this morning. A very informative interview with a bold…
Where is the Boom, and the Doom?
July 1, 2008 - The first half of this year has been chaotic and confusing for investors given…
Oil vs. Stocks
July 1, 2008 - (courtesy of Bespoke Investment Group) If any one tries to tell you differently, all…
Gold vs. Oil Ratio
July 2, 2008 - Courtesy of BMG Inc. - The Gold:Oil Ratio gives us a curious chart. What…
The Bonfire of the Vanities, the Sequel
June 26, 2008 - Andrew Ross Sorkin, of the New York Times, writes about how prophetic Tom Wolfe's declaration was…
Pickens: Water is the New Oil
T. Boone Pickens, the legendary corporate raider and oilman believes that water is the new oil. A recent…
Stephen Briese: 200-days Oil Supply Held Long by Speculators (Audio Interview)
Stephen Briese, a highly regarded commodities trading expert, independent commodities analyst, author of The Commitments of Traders Bible (2008), editor…
International Markets Snapshot
June 24, 2008 - Courtesy of Bespoke Investment Group - The recent selloff in equities has really spared…
Interview: Nick Barisheff, Bullion Management Group Inc.
Exclusive Interview Nick Barisheff, President and CEO, Bullion Management Group Inc. This week we interview Mr. Nick Barisheff, President…
Oil: Higher Prices Lead to Lower Prices?
Will higher prices for crude oil lead to lower prices? The debate rages on in these days of…
Chart: Loss of Purchasing Power and Money Supply Growth
Courtesy: Nick Barisheff, Bullion Management Group Inc. The above chart demonstrates the relationship between the increase in…
When Markets Collide: Barron's interviews el-Erian, Pimco's co-CEO
June 2, 2008 - Pimco’s Co-CEO and co-CIO, Mohamed el-Erian discusses his new book, When Markets Collide, with…
Gold vs. Mining Stocks
June 4, 2008 - Courtesy Nick Barisheff, Bullion Management Group, www.bmsinc.ca. The above chart shows the comparative performance…
