Peter Cavelti


COMMODITY AND CURRENCY UPDATE 09/29/06

Will commodity stocks rise or fall, and what about the massive new oil discovery?
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COMMODITY AND CURRENCY UPDATE 09/20/06

Some thoughts on US debt and how it will affect the dollar and bonds.

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COMMODITY AND CURRENCY UPDATE 09/15/06

Why gold fell and why it's likely to rebound soon.

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COMMODITY AND CURRENCY UPDATE 09/07/06

An update on commodity stocks, rising energy production costs, and some thoughts on Iran and Iraq.

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COMMODITY AND CURRENCY UPDATE 08/17/06

Should you hold or sell commodity stocks, why I'm neutral on the currency front, and an update on U.S....

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COMMODITY AND CURRENCY UPDATE 06/23/2006

What I think of the Fed's inflation alarm, how far equity valuations have fallen, and why I believe commodity...

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COMMODITY AND CURRENCY UPDATE 6/8/06

In this update, I'm offering more perspectives on the current commodity correction and revisit the topic of "hard currencies".