Investment Commentary

Futures are higher because European policy makers agreed to steal 20% of Cyprus bank deposits above $100k Euro’s, staving off bank collapses.

Global Investment Commentary from The Short Side Of Long.

An in-depth look into 2013 by the cautious Brian McAuley.

The Charts That Could End The Rally by Andrew Thrasher.  A refresher on the CPI by John Mauldin.

Natural gas remains “interesting” says Kyle Cooper.  To date: “Fundamentally for natgas, we now have a year-over-year storage deficit of 724 BCF and rising fast…”

US gas rigs have decreased by 75% since 2008 and yet gas production has increased to record high levels by Mark Perry.  Rig types have changed, but still…

Regarding Our Current Commodity Super Cycle by Richard Mills.

2 thoughts on “Investment Commentary

  1. J.J.
    A great article on the CPI by John Mauldin. A must read for all your subscribers. Thanks!

  2. John, it was an excellent read…Nothing would surprise me about the machinery of the US Government…

    The truth of the matter is, that when the core index is used, by Uncle Slam, it is deliberately designed to lower the cost of programs….Then we all know, that when gasoline and food feed goes up, we drive and eat less…

    Lets us not forget the manipulation done with the housing cost as well; how inflation remained in check while housing prices exploded…

    Since zinc has been down each year for the past decade, it too should be added to the CP index…

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