July 13, 2013
Published by Kuppy at July 13, 2013
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Last night, a friend sent me this video http://www.youtube.com/watch?v=hlxHoboDz2k&feature=player_embedded with the subject line—“Bull market in tear gas. How do we get exposure…??” That got me thinking—I bet there is a raging bull market for the guys who produce this stuff. As I watch the chaos in Egypt, Brazil, Greece, Turkey and other countries, I am reminded that even within the chaos, there are bull markets. Uncertainty Read More
Categories: Comments On Events
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June 30, 2013
Published by Kuppy at June 30, 2013
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Gold means lots of things to lots of people. To some, it is a store of value, to others; it is a barbarous relic from a long-ago era of archaic finance. To some, it is a day-trading product, to others; it is meant for jewelry and little else. The issue with gold is that it has lots of personalities. Those personalities are the embodiment Read More
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June 25, 2013
Published by Kuppy at June 25, 2013
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Over the last few months, I have had this recurring thought. It sort of takes the form of a girl having a conversation with Ben Bernanke. I know, very odd, but bear with me. Girl: Mr. Ben, why are you so sad? You’re the most powerful person on earth. Bernanke: This deflation is unstoppable. I keep trying, but I just cannot figure out how to create Read More
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June 19, 2013
Published by Kuppy at June 19, 2013
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What if the Central Bankers have it all wrong? What if low rates are actually the problem, not the solution? We all know and basically accept that low rates thwart the creative, destructive process of capitalism, where inefficient companies go bankrupt and remove competition from the marketplace so that stronger companies can thrive. If you can forever refinance and reduce your interest cost, it’s Read More
Categories: Comments On Events
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Potash Will Not Go The Way Of Iron Ore…