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Markets

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Dope, Dollars and Deficits

Jun 11, 2008 at 00:00

...Take a gun-boat and 1,200 tonnes of opium, and America could close its trade gap with China tomorrow...

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Putting Loin-Cloth On The Naked Bogeyman

Jun 11, 2008 at 00:00

I started writing this piece as the sub-prime crisis was unfolding. I wanted to establish the connection between the silver basis and the budding banking crisis caused by phony bond…

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The Next Big Spending Spree

Jun 11, 2008 at 00:00

As the economic indicators turn down and election year politics heats up, the calls from politicians for more government intervention and enhanced economic stimulus are becoming more strident.

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Leadership Stocks Went into Negative Territory ...

Jun 11, 2008 at 00:00

Every night, we crank our computers up as they look at every stock trading $2 or higher on every exchange. We get a count of the Very Strong Leadership stocks…

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First Majestic Silver Corp.

Jun 11, 2008 at 00:00

First Majestic projects to produce 7.5 million ounces of silver in 2009. With what market capitalization should the market value this production? In comparison: Pan American Silver produced 17.1 million…

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Agri-Food Thoughts

Jun 10, 2008 at 00:00

Investors are still adapting to the world of investing in commodities. In the world of paper equities, news is often important. A new phone is indeed actionable information that markets…

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Crude Up and Kills Created Money

Jun 10, 2008 at 00:00

This is the Big, Big Reason (BBR) that I am now looking for a cushy job as an oil company CEO, because I would make a lot of money for…

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Demand Destruction Delusion

Jun 10, 2008 at 00:00

Demand destruction refers to the effect of a rising price on a good, service, or commodity, where a rising price has the increasing effect of curbing demand. Central planners live…

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A Smarter Alternative To Money Market Funds

Jun 10, 2008 at 00:00

Investors are rushing into cash as the financial system is deleveraging. But what form of cash will preserve investor's wealth? 'Cash-like' instruments, such as adjustable rate securities, have become illiquid…

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The Anatomy of a Sick Bank!

Jun 10, 2008 at 00:00

So, how safe is your Doo-Doo? This installment of Reggie Middleton on the Asset Securitization Crisis (part 17) is more consumer orientated, and attempts to reveal who the riskiest banks…