The Rise and Eventual Fall of the U. S. Bond Market by Ambassador Capital.
Growth in a Low Growth World and asset allocation at Grantham’s GMO. I suggest printing it to read it.
Criticism of ‘quantitative easing’ intensifies ahead of G20 meeting (Mining). Should the critical choir gain control of the music, markets would crack. But I don’t expect it anytime soon.
For example, in All in Well!!! by vocal bear The Burning Platform provides a fantastic bear case. Perhaps their timing is off…
Those who have been told that oil production is booming may be wondering why the prices of oil and gasoline are climbing again….about a quarter of the 2 mb/d supply increase reported by the EIA over the last two years came in the form of natural gas liquids.” Econbrowser
Well, yes, from a friend: “Between 2005 & 2011, crude oil, shale oil, oil sands and NGL’s production (ie liquids excluding biofuel) rose just 2.7% in energy terms despite annual capital spending doubling.”
|The Truth on Gold Stocks vs. Gold at Daily Gold.|