Financial Sense Blog

Outlook 2011: Everyone Needs Commodities

With the global population barreling toward 7 billion people, expect the global resource squeeze to be in full swing.

China: The 800 Pound Gorilla in the Energy Sector

Platts last week that China's crude oil demand reached record levels in December, rising 18% year over year to a record 9.6 million barrels per day (b/d) average. Oil demand in December was up 7% from November's the previous record high – so it appears demand continues to ramp upward in a significant manner. The continued increase in demand has been labeled as ‘astounding’ by industry analysts.

Silver IS The New Gold

In spite of its impressive run up in price, silver is still undervalued and misunderstood. The popular delusion of cheap, industrial silver will be difficult for holders of the white metal to overcome, but it will happen someday. And when it does, as far as the silver price, it will be clear, blue sky.

Investors Will Have To Learn To Trade!

By Sy Harding

The average holding period for stocks has been declining sharply since 1960 and is now only 3 or 4 months. Here's why buy and hold is dead and investing will never get back to the locked-in way it was in the mid-1900's.

My Central Banker Can Beat Up Your Central Banker

Central bankers dominate the stock markets

If you want a rising stock market, you have to have a willing and manipulative central bank.

Why the Market Is Wrong

The market is what it is. It is never wrong.

Don't Tune Out the Commercials

2011 will see the largest magnitude of US bank commercial real estate mortgage maturities on record. Will this be an issue for an industry that has been supporting reported earnings growth in part by reduced loan loss reserves over the recent past? Here's what the numbers suggest...

Geothermal Update: Growth Spurt Ahead

To begin, geothermal is still the forgotten renewable and, compared with fossil fuels, has a long road to becoming a household word in the markets. The industry faces a series of challenges to be taken as a serious and viable alternative to the energy king, fossil fuels. Here’s a summary of strengths and weaknesses that came up at the forum.

Hard Money, Soft Metal

Soft gold prices without hard-money rates? Not for long, says the world's 40-year unbacked money so far...

China's Runaway Chariot

A 10% rise in food prices in a household that spends 10% on food (a typical upper-middle class U.S. household) results in a "statistical noise" 1% increase in the family budget. In a family budget with 40% devoted to food, a 10% increase in food meaningfully crimps household spending. A doubling of food prices would be catastrophic.

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