Silver is fundamentally undervalued – especially relative to gold. Both will do well during a currency crisis, according to Jim, but silver could outperform. Jim also comments on agricultural commodities in this rapid-fire Q&A session.
Sep 022010
“With Iran insisting on moving ahead with uranium enrichment, what are the options? Cirincione takes aim at the current U.S. default policy, “to muddle through.” He also scoffs at the idea of regime change in Iran, since Iraq teaches that “democratic transformation takes a long time.” He saves his most [...]
Aug 292010
A fantastic, and scary-to-depressing, article on how our food system is repeating the history of doomed civilizations. In an age of super-sized meals and obesity epidemics, food-shortage doomsday scenarios always seem a little surreal. Backed by half a century of agricultural abundance, it’s easy to imagine that cheap food will [...]
A graphical accounting of the limits to what one planet can provide
Aug 252010
Source: Technology Review When Bill Gates is interested in something new, his organizing, capacious intelligence learns everything about it, and he imagines ways it could be better. Now the cofounder of Microsoft and the Bill and Melinda Gates Foundation is interested in energy. At his offices in Kirkland, WA, he [...]
Tight oil production, whether at a peak or not, will (has) cause(d) oil prices to rise. We saw this from 2004-2008. During late 2008, we also saw what happens to the economy when oil prices hit $145/bbl. Despite what many believe, peak oil won’t create a Mad Max scenario with [...]
Aug 232010
China, billionaires, social policy, food, populations, perma-bears, and more…
Aug 202010
Scientists are now also changing their official testimony on the state of the oil spill. From the Guardian: White House claims that the worst of the BP oil spill was over were undermined yesterday when a senior government scientist said three-quarters of the oil was still in the Gulf environment [...]
Aug 202010
Chinese and Indian oil consumption continue to rise dramatically.While it appears that markets are well-stocked at the moment, the secular picture for oil is quite tight. More from Oilwatch Monthly: Last year China surpassed the United States as largest energy consuming country of the world according to the International Energy [...]
Aug 192010
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A great article by Gregor on the shortcomings of our credit-fueled economy in an energy-fueled world. Much real GDP growth over the past 100 years can be attributed to population growth, which is fed by the energy subsidy that enables cheap consumption, transportation and food production. Take away the energy [...]
Aug 162010
Great reading for the Monday morning commute.
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