Daily Archives: August 30, 2010

For the past few years, we have noted that ballooning capital flows into commodities have caused a momentum unto itself frequently at odds with fundamental concepts of end use supply and demand. Hedge funds, commodity-based-exchange traded funds and institutions looking … Continue reading →

This weekend the weather here was my idea of heaven. Canada at its breath-taking-best. In the evening after the sun went down our family celebrated a favourite summer tradition: watching movies on our deck. Under the stars: no bugs, no … Continue reading →

Great piece in the Wall Street Journal today, on China's aging population, a trend exacerbated by the one-child policy. That means there will be a declining number of wage earners to support an increasing number of older people. See: Gray … Continue reading →

All the hype and hope surrounding Bennie and the Fed's comments at Jackson Hole Friday, underline how much mainstream commentators and stock bulls want to paint the Federal Reserve as a super-hero who can magically solve the economy. Far from … Continue reading →