commodities

In last month’s Absolute Return Letter I raised a yellow flag concerning the short term outlook for commodities. Quite a few readers asked me to elaborate on that, which is precisely what I am going to do. In the following, my assessment…

Source Gulf Coast Oil Spill Puts Political Future of Offshore Drilling in Question - PBS

China is self-evidently both a minefield and a potential graveyard for would-be global economists, the sort of place where reputations are made and lost in the twinkle of a dragon’s eye, so I think had better tread rather carefully here.…

Econbrowser: More on oil prices and the economic recovery FT.com - John Gapper - A short story of a star hedge fund The scandalous Lehman CME auction | Felix Salmon A Thin Case: Ex-RAF Terrorist to Stand Trial for 1977 Murder - SPIEGEL…

Are 'Austrians' Self-Hating Keynesian Economists? - Coordination Problem Greek Bailout, Lehman Deceit, And Tim Geithner - The Baseline Scenario Lehman Used ‘Alter Ego’ to Transfer Risks - NYTimes.com World oil demand to hit record high…

US military warns oil output may dip causing massive shortages by 2015 | The Guardian S'okay, We're Good. America's Back – Paul Kedrosky Full Text Of EMU Statement Of Support For Greece | zero hedge Mark Hulbert – Why Timing…

In last month’s letter I looked at the challenges confronting the world’s baby boomers based on the assumption that we are in a structural equity bear market, which implies below average returns for equity investors for several more years…

I am publishing a lot more links at my twitter feed. Follow my tweets here - and be sure to re-tweet my posts as that helps me immensely in reaching a wider audience. Who Will Tell The President? Paul Volcker « The Baseline Scenario…

Commenting about the recent Wall Street Journal article “Housing rebound in Canada spurs talk of new bubble,” Rolfe Winkler of Reuters says Last week Paul Krugman toasted the sobriety of Canadian banks. Among other things, he said that…

Hat tip gaius marius. Rogers is not just bullish on agricultural commodities. He is bullish on oil too. Rogers says: Over the next decade or so, oil is going to go much, much, much higher because known reserves are declining at a very…