Peter Cavelti
COMMODITY AND CURRENCY UPDATE 09/29/06
Will commodity stocks rise or fall, and what about the massive new oil discovery?
COMMODITY AND CURRENCY UPDATE 09/20/06
Some thoughts on US debt and how it will affect the dollar and bonds.
COMMODITY AND CURRENCY UPDATE 09/07/06
An update on commodity stocks, rising energy production costs, and some thoughts on Iran and Iraq.
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....
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...
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".