My take on the commodity supercycle zeitgeist...and the rise of the precious metals, uranium and alternate energy. Get ready for peak everything, the repricing of the planet and "black swans" all over the place..
Safe Haven | Market Wrap: "As Dennis Gartman's friend was fond of saying: 'when they're yellin we're sellin, and when they're cryin we're buyin.' Sounds good to us - and so it is.
We are very fond of the following words of wisdom - for several self-evident reasons:
'Gold would have value if for no other reason than that
it enables a citizen to fashion his financial escape from the state.'
[William F. Rickenbacker]"
posted by kevin @ 5/18/2006 11:40:00 PM
My take on the commodity supercycle zeitgeist...and the rise of the precious metals, uranium and alternate energy. Get ready for peak everything, the repricing of the planet and "black swans" all over the place..
Grew up in Sydney: sun, surf and motorcycles, science fiction, economics and the sciences. Hedonistic and alienated due to undiagnosed ADD I trekked the hippy trail in Asia, knocking my head but not understanding why I had no energy and such a restless intelligence; the only structure, solace and comfort I found was in big ideas. With the PC as prosthesis I got work as a IT consultant, trainer and passionate infomaniac. Markets attracted my interest and my study convinced me of two things, a major secular shift away from financial assets to commodities and precious metals was underway, one disguised by classic late empire credit bubble dynamics enabled by financial engineering, marketing and electronic networks. Peak everything is the real deal, for now. I made prescient investment decisions and then blew most of them up with impulsive unskilled trading. Wealth will need more prerequisites that I'm working on: self acceptance and belief, wellness, discipline and proper treatment of the ADD. What else will I need? Feel free to get in touch and tell me.
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