Citigroup- Commodities Super-Cycle is Now Over at Trading Journal of an Investment Junkie. ISA is selective in its favorite commodities while expecting emerging markets to continue their advance. I hope to run across the full 120 page report…
A fantastic analysis in Negative Real Interest Rates Continue To Drive The Gold Price at GSW.
‘Bretton Woods’ keeps the gold bugs busy: Market Update Q4 2012, Credit, Domestic Equity, Global Equity, Currencies, Commodities, Gold/Silver, Miners, China at IV.
The Long Story of U.S. Debt, From 1790 to 2011, in 1 Little Chart a The Atlantic.
An interesting look at copper: Greg Harmon.
“This presents a truly transformative change in America’s energy supply picture, and one with potential to grow the economy, reduce energy import dependence and enhance national security, lower household energy bills, reduce emissions, and spur a manufacturing renaissance.” Twenty two pages worth goodness in Historic Opportunities from the Shale Gas Revolution from KKR.
Exxon exec calls LNG exports ‘clearly good’ for US at SNL.