My last two blogs mentioned the unknowns regarding China. It seems that I am not the only one thinking along those lines. In the newspapers last weekend, there were columns devoted to China. The Issue Everyone assumes that China is the key driving force in the world regarding commodity demand, import / export transactions, currency… Continue reading The China Conundrum – How it Could Affect the Commodity Cycle
Tag: Wealth
Some Perspective on the US National Debt
US Debt I usually find numbers easy to grasp, yet the sheer scale of the numbers being tossed around referring to US debt and interest on that debt are so immense that they are hard to comprehend. I am posting a link to a You Tube video that puts these numbers in perspective. I urge… Continue reading Some Perspective on the US National Debt
The Scary World of 1984, Oil’s Inevitable Rise in Price & Why
Science Fiction Becomes Reality For those that read the quaint science fiction book “1984”, the scenario painted was an all-knowing invasive government that tracked every citizen’s movement, and forced all persons to adhere to a strict code of conduct that perpetuated the government. At the time the book was published, it was considered scary, but… Continue reading The Scary World of 1984, Oil’s Inevitable Rise in Price & Why
New Economies & Transfer of Economic Power to China and India – The Unpredictability of Predictions
Loewen & Partners hosted a event last night in Toronto where Dr. Michael Power of Investec Asset Management gave a presentation. Dr. Power is a noted advisor to Hedge Funds and travels extensively giving presentations internationally to Hedge Fund managers and others. His presentations on current trends and matters of interest are widely followed and… Continue reading New Economies & Transfer of Economic Power to China and India – The Unpredictability of Predictions
The Effect of the Triple Japan Disaster
Our Sympathy Firstly let us express our shock and horror of the triple disasters that have struck Japan. The extent of the devastation is hard to comprehend, even with all of the graphic pictures and videos. Each picture is worse than the previous in visualizing just how extensive the disaster has been. Our feelings go… Continue reading The Effect of the Triple Japan Disaster
Market Volatility
Market Volatility There remains much fear in the markets. Much has been written about the debts of Western nations (read our recent blog) and instability. Recently, there have been a number of articles about China’s inflation, and also fears raised about the terrible tragedy of the earthquake and Tsunami in Japan. Let me summarize much… Continue reading Market Volatility
We are at the Beginning of the Next Economic Boom
We have written about this subject often. Perhaps it is time to start our new season by stating the obvious. The economy goes in waves – waves of prosperity, created by a new technology, or new advance, or some realization. Who Participates and Who Does Not This new cycle then gains momentum and strength. Those… Continue reading We are at the Beginning of the Next Economic Boom
Oil – The Only Way is UP *** Vacation Time – Blogs start again in March ***
Oil is a Barometer of Economic Times as is Gold Standard & Poor’s downgraded Japan’s sovereign debt rating last week. It was the first cut in Japan’s rating in nine years. Japan now joins Greece, Ireland, Portugal, Spain — all of which have been downgraded. Everyone is also looking toward the U.S. fiscal situation, given… Continue reading Oil – The Only Way is UP *** Vacation Time – Blogs start again in March ***
TSX LSE Merger shouldn’t happen, How the LSE Regards the deal, Riots in the Streets, Political Doublespeak
Further to my 3 blogs opposing the proposed merger between the TSX and the LSE, I received a release today from TD Waterhouse where I am a subscriber. I quote it as it points out the irony of the prospective that the TSX might disappear if a merger occurs. “Commodities put Canada in the driver’s… Continue reading TSX LSE Merger shouldn’t happen, How the LSE Regards the deal, Riots in the Streets, Political Doublespeak
Gold, Silver & Base Metals
Have Gold & Silver Started to Fall in Price? The current thought in the US and most of the world is that the debt crisis is abating (as we said so long ago), and in the early part of 2011, the price of gold, silver and metals has slipped a bit. January was not a… Continue reading Gold, Silver & Base Metals