Monthly Archives: August 2010

When investment demand becomes momentum

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

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Two excellent documentaries

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

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China's growth rate on the decline

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

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