Daily Archives: November 22, 2012

Danielle was a guest today with Phil Mackesy on Talk Digital Network discussing recent developments in the world economy and markets. You can listen to an audio clip here.

My base thesis the past 4 years, has been that the commodity sector hit a secular peak along with the consumer credit bubble in 2007-08. Since then, resource companies have struggled to downsize operations and costs fast enough to keep … Continue reading →

During the consumer credit bubble, global shipping capacity was ramped up to carry the volume. Now that the bubble has burst, the sector finds itself awash in vehicles vying to carry still shrinking volume. This is deflationary, and is positive … Continue reading →