---
title: "Investment Commentary"
url: https://independentstockanalysis.com/investment-commentary/
description: "Futures are higher because European policy makers agreed to steal 20% of Cyprus bank deposits above $100k Euro’s, staving off bank collapses. Global…"
published: 2013-03-25
updated: 2013-03-25
---

# Investment Commentary

Published 2013-03-25

Posted on

by

J.J. Butler

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](http://gallery.mailchimp.com/9cc4e575a1851ce3f56dc92fc/files/SSOL_Issue_01.pdf).**

An in-depth look into 2013 by the cautious [Brian McAuley](http://www.sitkapacific.com/files/Sitka_Pacific_Capital_Management_2013_Annual_Letter.pdf).

The Charts That Could End The Rally by [Andrew Thrasher](http://www.athrasher.com/the-charts-that-could-end-the-rally/). A refresher on the CPI by [John Mauldin](http://www.mauldineconomics.com/images/uploads/pdf/20130322_OTB_2.pdf).

Natural gas remains “interesting” says [Kyle Cooper](http://www.rbnenergy.com/sites/default/files/KCCI_2013_0322.pdf). 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](http://www.aei-ideas.org/2013/03/us-gas-rigs-have-fallen-by-75-since-2008-and-yet-gas-production-has-increased-to-record-high-levels/#.UUowPB_053w.twitter). Rig types have changed, but still…

Regarding Our Current Commodity Super Cycle by [Richard Mills](http://aheadoftheherd.com/Newsletter/2013/Regarding-Our-Current-Metals-Commodity-Super-Cycle.htm).