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..
PIMCO Bonds - Investment Outlook- February 2007 "100 Bottles of Beer on the Wall": "my critical point is that asset prices are no longer entirely a function of the real economy: it can be just the reverse. The real economy is being driven by asset prices, which in turn are influenced by financial flows of non-historic origin, composition, and uncertain longevity."
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 I trekked the hippy trail in Asia. Back home, I knocked my head out trying to be what I was not. Turned to the PC and got a few breaks and work as an IT consultant and trainer. Markets attracted my interest: my research convinced me of two things, a major secular shift away from financial assets to commodities and precious metals was underway, disguised by classic credit bubble dynamics enabled like never before by financial engineering, marketing and electronic networks and that peak oil was the real deal. I made brilliant investment decisions and subsequently blew nearly all of them up with reckless and inept trading. New discovery! A prerequisite for financial and emotional wealth is self acceptance and belief, physical well being, mental flexibility and passion. These blogs are the record of my journey, so, feel free to join me or critique me. Looking for a job in resource research, so if you are looking for a star researcher with a nose for detail and enormous sensitivity, get in touch.
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