Archive for Whiskey and Gunpowder
Presidential Energy Policy
The Energy President
In the world of energy and scarcity, the name of the next president will matter to us quite a bit. “People are policy,” as Ronald Reagan used to say.
But then again, a lot of energy and scarcity facts…
5Sep2008 | Whiskey and Gunpowder | 0 comments | ContinuedThe Gold Market
Bulls and Bears Still Fighting Over Trend
The charts are playing tricks. A bear trap in April stopped short of turning into an all-out bearish failure with a bull trap in July.
In English, please? The bulls got suckered.
Gold prices fell through…
3Sep2008 | Whiskey and Gunpowder | 0 comments | ContinuedThe Western World Running on “E”
Western nations — the U.S., in particular — are now experiencing the bow wave of a profound change in the current and future availability of oil. According to recently published data, oil output from all major Western oil companies is…
2Sep2008 | Whiskey and Gunpowder | 0 comments | ContinuedInvesting in Innovators
Looking for the Innovators
While in Vienna last month, I grabbed hold of the international edition of The Wall Street Journal. Over a classic Viennese breakfast of coffee, a boiled egg and pastry, I stumbled across an interview with Ted Forstmann,…
29Aug2008 | Whiskey and Gunpowder | 0 comments | ContinuedResources Hit the Dog Days
Oil is selling in the range of $113 per barrel, down from its recent high of $146. Gold is selling below $800 per ounce, down significantly from its springtime high of over $1,000. With a drop in excess of 20…
27Aug2008 | Whiskey and Gunpowder | 0 comments | ContinuedThe Next Land Rush
“All a man has to do to get rich in America is find out where people are going, get there first and buy land.”
— Gen. Douglas MacArthur
Bob Hope, the great American comedian and Hollywood star, was actually born in England.…
26Aug2008 | Whiskey and Gunpowder | 0 comments | ContinuedSupply and Demand Shape Commodity Markets
The commodity bull market has a long way to go. This bull market is not magic. It’s not some crazy “cycle theory” I have. It does not fall out of the sky. It’s supply and demand. It’s simple stuff.
In the…
25Aug2008 | Whiskey and Gunpowder | 0 comments | ContinuedFinancials Rally Back
“You know, you saw subprime go first, and then, on a slight lag, you saw home equity, and now in the lag, you’re seeing prime go. And it’s exactly the same loss factors. But remember, the components of where we…
22Aug2008 | Whiskey and Gunpowder | 0 comments | ContinuedGold and Oil Prices
Correcting Gold and Oil
What’s going on with gold and oil?
Here’s what we know. Prices for both gold and oil were moving upward for most of the spring and well into summer. Then prices hit a peak. Gold touched $980 per…
21Aug2008 | Whiskey and Gunpowder | 0 comments | ContinuedGold Price Rebound
Gold: Cheap as Chips…?
The sharp drop in world gold prices starting in late July knocked the cost of physical metal more than 20 percent off its record top of mid-March at last week’s low point.
That level — just above $750…
20Aug2008 | Whiskey and Gunpowder | 0 comments | ContinuedConsumer Confidence
Confidence Game
Cruising along at 30,000 feet, you peer out the window. Nothing to see here. Just limitless pale blue sky and the glare of the all-too-close sun hitting your eyes. The in-flight movie is silently playing out in front of…
18Aug2008 | Whiskey and Gunpowder | 0 comments | ContinuedCrisis Breeds Opportunity
Glass Half Full
When you have a lot of problems you also have a lot of opportunity. I want to start with some wise words from John Templeton. Templeton actually died a few weeks ago at the age of 95. His…
15Aug2008 | Whiskey and Gunpowder | 0 comments | ContinuedDeep-Sea Mining
Top Profits at the Bottom of the Ocean
This deal is a must-own for your portfolio…
But before I tell you what it is, I want to give you a sense of how big this really is: It’s exactly like being there…
14Aug2008 | Whiskey and Gunpowder | 0 comments | ContinuedPresidential Economic Policy
Economic Tectonics
Some of the greatest economic shifts in history are associated with big political swings, if not with politicians by name. Think of Hooverism, Roosevelt’s New Deal, Reaganism or British Thatcherism. But those are just labels. Things are not as…
13Aug2008 | Whiskey and Gunpowder | 0 comments | ContinuedUnderwater Mining
Mining the Sea Floor
The Adventures of Tintin is a comic book series started back in 1929. My nine-year-old son loves it. I enjoy reading it along with him because the hero of the series, a young Belgian reporter named Tintin,…
11Aug2008 | Whiskey and Gunpowder | 0 comments | ContinuedClean Burning Coal
Can We Make Coal Clean?
Yes, coal prices have continued to rise across the globe. But of course, this pales in comparison to the continued run-up in petroleum, which has virtually paralyzed the wallets of many oil-reliant Americans.
The idea of a…
8Aug2008 | Whiskey and Gunpowder | 0 comments | ContinuedFinancial Market Speculation
Bad Reflexes
Last year, I devoted several issues of my Strategic Investment service to the web of structured finance. I think it paid off.
Since then, banks and brokerage stocks were punished. Energy and material stocks have soared-thanks to the Fed’s inflation…
6Aug2008 | Whiskey and Gunpowder | 0 comments | ContinuedOil Speculation
The Trendy Pick
The price of almost everything on the planet has been rising. And so has the inevitable talk of a commodities bubble and price manipulation. The discussion has become front and center in global markets around the world as…
5Aug2008 | Whiskey and Gunpowder | 0 comments | ContinuedIndia’s Gold Demand: A Panic for Gold?
It’s hard to over-egg the importance of Indian jewelry demand in the physical gold market.
Between 2000 and 2007, gold jewelry sold in India accounted for one ounce-in-nine sold worldwide. One ounce in every five wound up as an Indian import…
4Aug2008 | Whiskey and Gunpowder | 0 comments | Continued-
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