All Entries Tagged With: "China"
Agri-Food Thoughts
Frailty of monetary policy under delusional Keynesians is evident whenever we think about Agri-Food. Price increases for Agri-Foods may be causing measures of consumer prices to rise in many countries. That “inflation,” which it is not, is causing some discomfort for politicians around the world. The textbook response, per the ineffective and inbred Keynesian economists, [...]
Projected Global Supply Of Rare Earths In 2015 and Beyond
Last weekend I posted an article on the issue of China becoming a net importer of rare earths by 2015….
How to Play the Coming Nuclear Renaissance
A speculator is someone who can look into the future and act now. In early October, I saw a major development in the uranium sector as I began seeing signs of a major breakout of many of the uranium miners, via the Global X Uranium ETF (URA). Uranium stocks have tripled since that time and are [...]
Rob Chang: Nuclear Power Growth Is Inevitable
…Long-term demand growth for uranium is a global story, with China expected to far exceed…
Will China Become A Net Importer of Rare Earths By 2015?
The buzz in the rare-earths industry over the past few weeks, sending the analysts scrambling to update their spreadsheets, has been the shocking news that China will become a net importer of rare earths by 2015, completely altering the supply and demand dynamics of the global rare-earth industry. At least, that is, if this news is [...]
China, Risks & Opportunities
On one hand of the spectrum, the bears believe that China is a train-wreck and…..
Rising Food Price Discontent Takes China’s Microblogs by Storm
..If you’re not familiar with them, microblogs in China are essentially the equivalent of Twitter tweets or Facebook status updates…
Agri-Food Thoughts
..Today a sign of true wealth is owning a horse…
Agri-Food Thoughts
Given the rise in Agri-Food prices over the past about four years that may be a skill that becomes….
Outlook 2011: Everyone Needs Commodities
The essence of natural resources and commodity investing can be boiled down to one key point….
