Monthly Archives: January 2011

Here are some ‘first principles’ of Economic Undertow: The ‘First Law’ of economics is that with all surpluses, management costs rise faster and become greater than the value of the surplus itself. Inflation (and deflation) in the general sense is … Continue reading →

Crude and Commodities are taking a breather. Here are 10 reasons the markets look iffy: March Nymex crude: Chartz by TFC Charts. Here’s Comex Gold: Gold looks to be making a complex ‘top’. $1450 is a bridge too far. What’s … Continue reading →

I recently asked Kevin Hansen if he could share some insights about what’s taking place in the coal markets. Kevin and his father James are analysts who run Ravenna Capital Management. They produce the weekly Master Resource Report which is … Continue reading →

From the, “Can you pass that joint” department: Super-Cycle Leaves No Economy Behind Before Davos Summit Simon Kennedy – Bloomberg For only the third time since the Industrial Revolution, the world may be entering a long-term growth cycle that will … Continue reading →

From the ‘Hell hath no fury like a pissed- off fruit vendor’ Department we have this: Slap to a Man’s Pride Set Off Tumult in Tunisia By KAREEM FAHIM SIDI BOUZID, Tunisia — Mohamed Bouazizi spent his whole life on … Continue reading →