Some thoughts on US debt and how it will affect the dollar and bonds.
An update on commodity stocks, rising energy production costs, and some thoughts on Iran and Iraq.
Should you hold or sell commodity stocks, why I'm neutral on the currency front, and an update on U.S....
What I think of the Fed's inflation alarm, how far equity valuations have fallen, and why I believe commodity...
In this update, I'm offering more perspectives on the current commodity correction and revisit the topic of "hard currencies".