Monthly Archives: June 2010

More interesting developments in the investigation into causes and culprits in the financial crisis: apparently Goldman Sachs is not voluntarily providing the documents requested by FCIC investigators in a precise and timely manner. They have drowned the commission in millions … Continue reading →

I am in Vancouver speaking at the World Resource Conference this Sunday and Monday. It is one of the largest forums for resource investment in North America. You can learn more about the show, speakers and Agenda here on the … Continue reading →

Stock and commodity markets became wildly over-valued over the past year. Now there is a growing realization that maybe economic growth going forward won't be as stellar as prices suggest. The key point is that over-valued assets, like over-leveraged people, … Continue reading →