Juggling Dynamite

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

Ruchir Sharma, Head of Emerging Markets & Global Macro, Morgan Stanley Investment Management says the massive commodities boom of the past decade is at its tail end, given the slowdown in one of the largest consumers, China.

This clip makes some excellent points. It is not that there will be no growth, or no demand going forward, but most commodity investors today are suffering from recency effect and have unrealistic expectations extrapolating the hyper growth of the past decade into the post-credit bubble world of the future. Here is a direct link.

I will be heading west on Friday to lovely Vancouver for the annual World Resource Investment Conference. It is one of my favorite speaking venues each year with thousands of attendees, companies and analysts focused on the resource sector.

I will be doing some media and meetings as well as a 2:00 pm presentation and a panel at 4:00 on Sunday, with a Keynote Monday morning at 9:00 am. You can learn more about the show and exhibitors, see the agenda of speakers, and even register to attend free in advance here on the Cambridge House website.