William J. Stairs
"The saved shilling is the seed of a hundred." BeEarly.com
William J. Stairs  The Rationale for BeEarly.com......"Skate where the puck is going to be, not where it has been” – Wayne Gretzky

 

      

James Kinnear Alberta Venture
2007 Business Person of the Year
No Worries by Tom Keyser

Vanessa's Review of Headlines

Attention: U.S. investors... adversely affected by the Canadian Government's income trust legislation  announced on October 31,2006: please visit naftatrustclaims.com and support NAFTA Trust Claims

Google


Opinion - Michael's Morning Notes
Technical
- Larry's great charts
Blogs - JB's eclectic mix
Situations - Ron's technical outlook
New - Rogues Gallery

Media
James S. Kinnear
Henry Groppe
Larry Jeddeloh
- New
Murray Pollitt

J.H. Bragdon
Dr Michael Berry
Dean LeBaron
John Embry

Donald Lindsey
Ron Meisels
Eric Sprott

Must Read:
Ron Meisels
Eric Sprott and Sasha Solunac
Mr Michael Berry
Murray Pollitt

John Embry
Bill Gross

Shelby M.C. Davis

The VIEW from BURGUNDY
Larry Jeddeloh
Part 1 & Part 2  
Jim Kinnear
Jean-Francois Tardif   
John Hathaway

Larry Jeddeloh
Dean LeBaron
,
Adam Hamilton
Don Coxe


Great Websites:
EnergyBulletin.net
GeorgeSoros.com
The Daily Reckoning
Jesse's Café Américain
Intrade.com

HuffingtonPost.com

The" Best of" Archives
theoildrum.com  Energy & Our Future
McDep.com - Kurt Wulff 

GMO.com - Jeremy Grantham
BenGraham.ca
Gold-Eagle

Debt Clock
Implode-O-Meter
Monty Guild
financialsense.com
Globalsecurity.org

KITCO
Sprott's Peak Oil Watch
Prudent Bear
321 Gold
321 Energy
Dr. Michael Berry
Dean LeBaron
Bill Gross
John Williams' ShadowStats.com
Bill Cara
John Mauldin
Jim Sinclair's MineSet
Asia Times
Gather.com
Grandfather Economic Report
CK's ICKO
HardAssetInvestor.com
Art of Compounding
GlobalResearch.ca

wwwdotcom.com
 



 

 

John Budden's Next Web Meeting will be held on: To be determined...  If and when a sufficient number of people with cameras and microphones indicate their interest by sending me an email to: budden@rogers.com  (normal duration: 1 hour). Before you can join the meeting, you will be invited to run the conferencing software which is perfectly safe to activate (not suitable for Macs)
Click on: JB'S Meeting
  Enter: Your Name and Select: John Budden Chat Room then Login by Pressing: OK and
enter the Password:
gold
. A good headset microphone and a webcam are required to to participate.

This should make your day. Classics! The Last Laugh - Bird and Fortune -
Subprime and The Admirals Interview and Iraq Oil and Conservative MP
and Army


Must Watch! Dean LeBaron's sage video commentary Essential Question: Which Recession Is It?  (April 10, 2008)

May 6, 2008: WHAT IN THE WORLD IS GOING ON? A GLOBAL INTELLIGENCE BRIEFING FOR CEOs by HERBERT E. MEYER
(Former special advisor to the Chairman of the CIA)
May 5, 2008: Compliments of CIBC World Markets... Executive Summary by Jeff Rubin
May 5, 2008: Compliments of Guild Investment Global Market Commentary
May 5, 2008: Compliments of Peters and Co. Limited... Energy Update - Corporation Versus Trust Comparison
May 5, 2008: Compliments of Barron's... A Rally With Serious Muscle by RICHARD RUSSELL
May 4, 2008: Buffett Tells Flock: Lower Sights Or Sell Berkshire by REUTERS
May 3, 2008: Compliments of Le Metropole.com... Perhaps 60% of today’s oil price is pure speculation by F. William Engdahl
May 3, 2008: Compliments of the Globe and Mail...Buffett v. Schulich: The biggest bet out there by DEREK DeCLOET
May 2, 2008: Compliments of Le Metropole Cafe.com... Free Markets - Do They Exist? by Douglas V. Gnazzo
May 2, 2008: Compliments of the Ross Smith Energy Group... WHAT A DIFFERENCE A (REAL) WINTER MAKES
May 1, 2008: Peak Oil: Alive and Well by Eric Sprott Sasha Solunac
May 1, 2008: Compliments of LeMetropoleCafe.com"The Battle of May Day" by Bix Weir
April 29, 2008: Compliments of LeMetropoleCafe.com ... GOTTERDÄMMERUNG; The Twilight of Irredeemable Debt
by Antal E. Fekete Gold Standard University
April 29, 2008: Compliments of Le Metropole Cafe.com ...  Goldcorp by Charles Cohen
April 29,2008: Guild Investment Global Market Commentary...BE CAREFUL WHAT YOU WISH FOR
April 28, 2008: Compliments of the Business Standard India... Fool`s gold by Mukul Pal / New Delhi
April 28, 2008: Compliments of Barron's... Looking at Greenspan's Long-Lost Thesis by JIM MCTAGUE
April 27, 2008: Compliments of The Washington Post The New Economics of Hunger by Anthony Faiola
April 25, 2008: Stiglitz: US Recession May Echo the 1930s; Nobel Winner Stiglitz: U.S. Facing Long Recession
April 25, 2008: Compliments of Le Metropole Cafe...The Elephant In the Room
Address by Rob Kirby to the Gold Anti-Trust Action Committee Inc.
April 24, 2008: Compliments of CIBC World Markets... The Age of Scarcity by Jeff Rubin
April 24, 2008:This is a great interview with Jim Sinclair. http://radio.goldseek.com/sinclairpage.php
April 23, 2008: What follows American dominion? by Richard Haass is President of the Council on Foreign Relations
April 21, 2008: Compliments of Bloomberg and with thanks to Ken...Chart of write-downs by global banks
April 21, 2008: Guild Investment Global Market Commentary... ARE YOU KIDDING US JOHN?
April 21, 2008: Compliments of the New York Sun... Food Rationing Confronts Breadbasket of the World by JOSH GERSTEIN
April 19, 2008: Compliments of Energy Bulletin... Amanda Kovattana's Review of Reinventing Collapse by Dmitry Orlov
April 19, 2008: Compliments of Energy Bulletin... Closing the Collapse Gap (Power Point) by Dmitry Orlov
April 18, 2008: Compliments of Le Metropole Cafe... Silver and gold guarantee freedom; address by Edwin Vieira Jr.
April 18, 2008: Gold - 2008; a superb piece... Gold - 2008 by our good friend Murray H. Pollitt P.Eng. -
Must Read
April 15, 2008: Coxe Commodity Strategy Fund; Preliminary Prospectus
April 14, 2008: Whiskey & Gunpowder... First Step — Fire the Fed by Fred Sheehan
April 14, 2008: Guild Investment Global Market Commentary... A LITTLE MORE ON SHORT POOLS
April 14, 2008: Compliments of CIBC World Markets... Sitting This One Out by Jeff Rubin
April 14, 2008: Must visit...  GeorgeSoros.com
April 14, 2008: Former U.S. Federal Reserve Chairman Paul Volcker speaks to the Economic Club of New York. (Source: Bloomberg) on April 8, 2008
April 14, 2008: Sprott Asset Management Preliminary Prospectus
April 14, 2008: Compliments of CIBC World Markets... A Trillion Here, A Trillion There by Avery Shenfeld
April 14, 2008: Compliments of Barron's... UP AND DOWN WALL STREET
Snake Oil's Cousin; We're in a Recession and The Bear Market Isn't About to Roll Over by ALAN ABELSON
April 12, 2008: compliments of the Globe and Mail... A blunt former Fed chairman takes on Bernanke. Take heed of what he says
by Avner Mandelman -
Must Read
April 12, 2008: Compliments of Investor's Digest... Credit-creation mechanism appears to be broken by John Embry
April 11, 2008: Compliments of The New York Times... The Face of a Prophet by LOUISE STORY -
Must Read
April 11, 2008: Compliments of the Globe and Mail... Markets continue to whistle past the graveyard by HARRY KOZA
April 10, 2008: Compliments of the Toronto Star... John McCain admits having failing grades in Economics 101 by David Olive
April 10, 2008: Credit Default Swaps: Derivative Disaster Du Jour by Ellen Hodgson Brown, J.D.
April 10, 2008: The score so far in 2008 -- Dow down 5.50%, S&P down 7.75%, NASDAQ down 12.45%, gold up 11.8%, silver up 22.8%, platinum up 35.1%.
April 10, 2008: Chaos Chronicled by Alf Field -
Must Read
April 9, 2008: Compliments of The Long Wave Analyst... Winter Warning - Volume 2 Issue 2 by Ian Gordon
April 9, 2008: Compliments of the Financial Post... Sprott times his move by Barry Critchley
April 8, 2008: Compliments of Bloomberg...Volcker Says Fed's Bear Loan Stretches Legal Power
by John Brinsley and Anthony Massucci
April 7, 2008: Compliments of Barron's... UP AND DOWN WALL STREET
What a Hoot! What Triggered This Week's Rally? by ALAN ABELSON
April 4, 2008: My thanks to Henry Groppe of Groppe, Long & Littell for his charts supporting his great presentation....
THE OUTLOOK FOR OIL & GAS at the Pengrowth Spring Investment Conference, San Diego -
Must Read
March 31, 2008: Compliments of Barron's... UP AND DOWN WALL STREET The True Contrarians by ALAN ABELSON

March 29, 2008: Compliments of the New York Times...Treasury’s Plan Would Give Fed Wide New Power by EDMUND L. ANDREWS
March 28, 2008: DAS PHONY KAPITAL by Bill Bonner
March 26, 2008:
Murray Pollitt of Pollitt & Co. Inc.'s great Monthly Market Letter
March 26, 2008: “Gold is Going to the Moon” Doug Casey:
March 26, 2008: Compliments of Ian Gordon's excellent Long Wave Analyst... Winter Warning - Volume 1 Issue 2
March 24, 2008: Compliments of The Telegraph... Fed's rescue halted a derivatives Chernobyl by Ambrose Evans-Pritchard
March 24, 2008: THE DIE IS CAST - THE CAST WILL DIE by Darryl Robert Schoon
March 24, 2008: Compliments of John Mauldin's superb "Outside the Box"... The Shape Of The Future by Peter Bernstein
March 24, 2008:
Jesse's Café Américain
March 24, 2008:
Compliments of Le Metropole Cafe ... insights from great minds - The Week That Was by Wistar Holt
March 24, 2008: Compliments of Barron's...UP AND DOWN WALL STREET
Laugh or Cry? How to Look at the Current State of the Market by ALAN ABELSON
March 23, 2008: Compliments of the New York Times...What Created This Monster?
by NELSON D. SCHWARTZ and JULIE CRESWELL
March 23, 2008: Here Come The Helicopters by
Eric Sprott and Sasha Solunac
March 23, 2008: No Country for Old Maids by Bill Gross
March 22, 2008: The Broken Watch – Part 1. Professor von Braun The Rocket School of Economics
March 22, 2008: Compliments of The Wall Street Journal...Old Pros Size Up the Game
Thorp and Pimco's Gross Open Up on Dangers Of Over-Betting, How to Play the Bond Market by SCOTT PATTERSON
March 21, 2008: HON. RON PAUL OF TEXAS IN THE HOUSE OF REPRESENTATIVES... Paper Money and Tyranny
(September 5, 2003); dated but most relevant
March 20, 2008: Ed Steer's great commentary
March 20, 2008: Compliments of Ian Gordon's excellent Long Wave Analyst... Winter Warning
March 19, 2008:
Sit tight - don't let gold's volatility bother you by John Embry
March 17, 2008: Watching the Dollar Die by Paul Craig Roberts

March 17, 2008: THE BIG TIME GLOBAL BAILOUT BEGAN OFFICIALLY ON FRIDAY, MARCH 14, 2008 by Monty Guild
March 17, 2008: UP AND DOWN WALL STREET Compliments of Barron's...
What's In a Name? Fed's Latest Move Should Be Called 'Bankers and Brokers Relief Program' by Alan Abelson
March 15, 2008: Compliments of The Los Angeles Times... This big rescue may be just the beginning by Tom Petruno; Market Beat
March 14, 2008: Compliments of The Telegraph... Gold hits $1,000 on flight from paper currencies by Ambrose Evans-Pritchard
March 14, 2008: Whiskey & Gunpowder... The True Cost of This Crisis by Adrian Ash, London, England.
March 13, 2008: CAN THE REAL BULL MARKET PLEASE STAND UP? by Ed Bugos
March 12, 2008:
This is an absolute must watch! Jimmy Rogers on CNBC
March 11,2008: Compliments of Bloomberg... Sprott sees gold doubling by STEWART BAILEY

March 12, 2008:
Compliments of The Harvard Crimson... Hail to the Robber Baron? By YOSHI TSURUMI; dated but relevant

March 11, 2008: Compliments of Bloomberg...Pickens's BP Capital Energy Fund Fell 14% This Year by Margot Habiby
March 10, 2008: Compliments of MarketWatch... Derivatives the new 'ticking bomb'
Buffett and Gross warn: $516 trillion bubble is a disaster waiting to happen by PAUL B. FARRELL

March 10, 2008: Guild Investment Global Market Commentary

March 10, 2008: Compliments of Barron's...UP AND DOWN WALL STREET -
The Great Fall: Here Comes The Humpty Dumpty Economy By ALAN ABELSON
March 9, 2008: Secrets of the Bank of England Revealed at Last!!

March 8, 2008: Compliments of the Globe and Mail...Why traditional stock havens just won't cut it this time by BRIAN MILNER

March 7, 2008: Warren Buffet - The Richest Man in the World


March 7, 2008: Compliments of CIBC World Markets..
.Vive la Différence by Avery Shenfeld


March 5, 2008: Compliments of Whiskey and Gunpowder... Devilish Deals by Jamie Ellis

March 3, 2008: Guild Investment Global Market Commentary

March 3, 2008: My Faith in American Justice by CONRAD BLACK

February 28, 2008: Compliments of the Wall Street Journal...Trader Hits Jackpot in Oil,
As Commodity Boom Roars On Mr. Hall Bet Early On Market Shift; Buoying Citigroup by ANN DAVIS

March 4, 2008: Compliments of The Daily Reckoning... Nip and Tuck by Chris Mayer

January 28, 2008: Compliments of the New York Sun... World Class Chump by Conrad Black (dated but well worth reading)

February 26, 2008: Adjusted for inflation gold far from record levels by John Embry

February 27, 2008: The U.S. Dollar Is Being Destroyed by Lee Rogers

February 26, 2008: Unidentified Flying Objects From Mars by Eric Sprott Sasha Solunac

February 25, 2008: Compliments of the Globe and Mail... 'For miners, the best is yet to come' by ANDY HOFFMAN

February 25, 2008: Compliments of Financial Sense...The Financial Tsunami Part V by F. William Engdahl

February 25, 2008: Unidentified Flying Objects From Mars
by Eric Sprott and Sasha Solunac

February 25,2008: Compliments of Barron's... UP AND DOWN WALL STREET... Zimbabwe, Here We Come! by ALAN ABELSON

February 25, 2008: Compliments of Barron's... Restoring Balance: The Case for Gold, Part II by GENE EPSTEIN (Part 1; below)

February 24, 2008: Guild Investment Global Market Commentary

February 23, 2008: Compliments of the Financial Times... Take advantage when good companies come to market by Mark Sellers

February 22, 2008: (Bloomberg) -- Banks Lose to Deadbeat Homeowners as Loans Sold in Bonds Vanish By Bob Ivry

February 21, 2008:
Compliments of CIBC World Markets... Out the Window by Jeff Rubin

February 21; 2008: Compliments of Globe Investor Magazine...  Inside Sprott Inc. by Rob Carrick

February 20 2008: America's Economy Risks the Mother of all Meltdowns by Martin Wolf

February 19, 2008: Murray Pollitt of Pollitt & Co. Inc.'s great Monthly Market Letter

February 19, 2008: Guild Investment Global Market Commentary


February 18, 2008: Compliments of Barron's... Greenspan Was Right: The Case for Gold, Part I by GENE EPSTEIN

February 17, 2008: Keep It Simple, Says Yale’s Top Investor by GERALDINE FABRIKANT

February 16; 2008: Compliments of the Globe and Mail....THE BUY SIDE
To battle this bear, you'll need judgment and conviction by AVNER MANDELMAN

February 17, 2008: Hard times heighten long-felt unease by ADAM GELLER, AP National Writer

February 15, 2008: Notes from Buffett Meeting

February 13, 2008:
Thanks to our good friend Dr. Michael Berry for his excellent Morning Notes


February 13, 2008: DEPLETING RESOURCES, LEAPING POPULATION by Byron W. King


February 12, 2008:
Bubbles and Bailouts by John Budden


February 12, 2008 -- "The Republican party established and will continue to uphold the gold standard and will oppose any measure which will undermine the government's credit or impair the integrity of our national currency. Relief by currency inflation is unsound in principle and dishonest in results." Republican National Platform, 1932 (quote courtesy of James Dines).

February 11, 2008: Compliments of Barron's...This Credit Crisis Has a Long Way to Run Interview with Jeremy Grantham, Chief Investment Strategist, GMO by SANDRA WARD

February 10, 2008: Thanks to our friend Dr. Michael Berry for his excellent Cambridge Pheonix Discovery Workshop

February 8, 2008: With compliments to Harper's Magazine and thanks to Enn... The Next Bubble by Eric Janszen

February 8, 2008: Compliments of Bloomberg... How Non-Borrowed Reserves Became a Sexy Subject by Caroline Baum

February 8, 2008: Consumers, Credit, and Complications by John Mauldin

February 8, 2008: HIGH & LOW FINANCE...Compliments of the New York Times
Corporate Auditors Focusing on Cash and Securities by FLOYD NORRIS

February 6, 2008: When oil crisis hits, fantasyland will become nightmare by Frances Russell

February 6, 2008: As always, excellent economic comment... Compliments of CIBC World Markets... Economic Flash! by Jeff Rubin, Chief Strategist

February 6, 2008: Thanks to for this very interesting observation and link... John, Please review the following link, I refer to the Federal Reserve of the United States Statistical Release. In one sentence, US banks have no money right now.
It's a time to be cautious. You will notice in the second column, that reflects non-borrow reserves as of January 2008, that the banks have no money for reserves themselves. This seems to indicate that, on balance, banks are borrowing 100% of their reserves; a very serious issue. I strongly recommend you to possess physical gold, at least for some percentage of your portfolio.

February 5, 2008: "Deja vu all over again"... Yogi Berra
Super Tuesday and IT'S THE ECONOMY, STUPID! - "formulaic reminder of central issue or goal. James Carville, Bill Clinton's political strategist in the 1992 election, placed a sign over his desk in the Little Rock headquarters: 'It's the economy, Stupid!' For a campaigner fixed on a need for a central theme, the sign encapsulated a pointed response to the question 'What is the campaign about?'."


February 1, 2008: What Does a Recession Look Like? by John Mauldin

January 28, 2008: Compliments of The International Herald Tribune...
Rogue trader's account raises new questions about bank oversight by Nicola Clark and James Kanter

January 28, 2008: Compliments of Barron's... The Long View: Essays on the history of business The Immortal Metal
by JOHN STEELE GORDON

January 28, 2008: Compliments of Barron's... UP AND DOWN WALL STREET Cutting-Edge Economics by ALAN ABELSON

January 26, 2008: Compliments of FT.com... Bearish signals could be good news for stocks by Mark Sellers

January 26, 2008: Job Description – Rogue Trader The following is an extract from “Traders, Guns & Money: Knowns & Unknowns in the Dazzling World of Derivatives”by Satyajit Das

January 25 2008: Compliments of The Guardian... He lost his bank £3.7bn. So was it his fault the markets crashed?
by Angelique Chrisafis in Paris, Jill Treanor and Katie Alle

January 23, 2008: So, how much does it cost to go to Davos? Andrew Ross Sorkin reports for the New York Times:
Merely to be eligible for an invitation, a corporate leader must pay an annual fee of 42,500 Swiss francs, or nearly $39,000. On top of that, he or she has to pay an additional $20,000 or so to attend the conference. (That's just the cost of admission — private planes, limousines and fancy ski outfits are, of course, extra.)
And what if business executives want to get invited to some private sessions for industry leaders? The annual cost for that is close to $230,000.
The tab rises to about $412,000 (450,000 Swiss francs) if you want to be counted among the conference's strategic sponsors and bring a delegation of up to five along for the fun.
Yikes. The funny thing about business leaders is that they could probably get the same information and meet the same intellectual and government contacts elsewhere for free, but they pay the exorbitant fees anyway. After all, such individuals are famous and sought after because they're always sharing their ideas in the public arena. Of course, any such encounters probably wouldn't be as convenient, and they certainly wouldn't be as fun. As Tharoor put it, there is "something heady and exhilarating about being able to have them all in one spot in such a short span of time."

January 23, 2008: January 2008 Investment Outlook... Pyramids Crumbling by Bill Gross

January 22, 2008: Compliments of the Financial Times... The worst market crisis in 60 years by George Soros - New

January 21, 2008: Thanks to Credit Suisse for this excellent perspective...The Power of Fear

January 22, 2008: Compliments of CIBC World Markets... Economic Flash! by Jeff Rubin, Chief Strategist
Cutting Exposure to Equity Market on Prospect of Further Short-Term Losses in the TSX Composite

January 21, 2008: Welcome to the 2008 Meltdown
by
Eric Sprott and Sasha Solunac

January 21, 2008: It is time to revisit a brilliant and prescient piece ... Falling Off the Tulip Truck
originally published by David Chuhran on January 1, 2004

JANUARY 18, 2008: Compliments of the globe and Mail... Where to turn during downturns?
Professionals weigh in on the best options for self-directed investors during difficult economic times by THERESA EBDEN

January 18, 2008: Congratulations to Jeff Rubin and his team at CIBC World Markets on a superb bit of analysis;
starting with...Does It Matter?

January 18, 2008: Thanks to our good friend Michael for this jarring piece... Panic selling shuts £2bn fund

January 15, 2008: Gold could soon pass US $1,000 level by John Embry

January 12, 2008: Transcript of Jim Paplava's excellent interview with Marc Faber... Author, "The Road to Ruin"
"What's Ahead in 2008"

January 3, 2008:
Compliments of our good friend Larry Jeddeloh of the TIS Group; strategist and technician extraordinaire who has kindly allowed me to post today's  exceptional MIR entitled Inflation. No institutional or wealthy individual investor (who wants to stay wealthy and become richer) should be without Larry's superb research. The nightly MIR is available at an annual cost of $8,000 (U.S.) p.a.

January 1, 2008: Compliments of The Australian...
Almost nothing is as good as gold by Robin Bromby

December 31, 2007: Credit Crunch – The New Diet Snack for Financial Markets by Satyajit Das from September 5, 2007

December 31, 2007: Compliments of Barron's...  UP AND DOWN WALL STREET; Anything but Dull by ALAN ABELSON

December 31, 2007: IMPORTANT -- This is the first time in history that gold has closed any month or any year at 800 or above!

December 29, 2007: Compliments of the Financial Times, "China To Trade Gold Futures Contracts. Beijing yesterday approved the launch of China's first gold futures contracts, with simulated trading on the Shanghai Futures Exchange set to begin on Wednesday. The exchange is expected to begin selling real renminbi-denominated contracts soon after and is preparing for huge demand from the rapidly expanding number of Chinese producers and consumers. ...Gold use in jewelery in China jumped 24% from a year earlier to 221 tonnes in the first nine months of 2007, overtaking the US to make China the second largest gold consumer after India, according to the World Gold Council. ... The Shanghai exchange, one of the country's three commodities futures exchanges, has already set the size of its gold futures contracts at 1,000 grams per lot and established a 5 percent limit on daily price movements as well as a minimum margin requirement of 7 percent of the gold contract value."

December 30, 2007: Winners and Losers in a Year of Deal-Making By ANDREW ROSS SORKIN

December 23, 2007: Comparison shows gold underpriced by U.S. $400 by John Embry

December 23, 2007: Deriding Deriving: Theory versus Reality
by Eric Sprott and Sasha Solunac

December 21,  2007: Compliments of the Guardian... Putin, the Kremlin power struggle and the $40bn fortune

December 19,  2007:
Thanks to our good friend Dr. Michael Berry for his
great Richmond Virginia Discovery Investing Symposium

December
17, 2007: Monty Guild's Global Market Commentary... THE STOCK MARKET DOCTOR MAKES A SHORT PROGNOSIS

December 15, 2007:
Compliments of the Globe and Mail...Pension funds, the new riverboat gamblers by BRIAN MILNER

December 15, 2007:
Compliments of the Globe and Mail... Letter from a fan
Fast-forward to 2017, and a paean to a central banker by DOUG STEINER


December 14, 2007: Bird & Fortune: George Parr, Conservative MP

December 13, 2007: Journey Into the Whirlwind: Graham-and-Doddsville Revisited by Louis Lowenstein
(January 4, 2006) dated but valuable

December 13, 2007: December 2007 Investment Outlook by Bill Gross... The Shadow Knows

December 12, 2007: Compliments of the Motley Fool ...Mark Sellers, Intelligent Investor by Emil Lee

December 11, 2007: The following from Business Week, December 17 -- Exchange traded funds, like the $15 billion Streettracks Gold Shares Trust, are the new kids on the block. Gold-oriented mutual funds have been around for years, but they mainly buy mining stocks. The new ETFs, rolled out over the past three years, buy actual bars of gold and store them in warehouses. By holding gold directly, the funds affect the price because they remove supply. The Streettracks fund, run by State Street Corp, in Boston, owns 609 tons of gold held in the London vault.

In the third quarter, ETFs bought 138 tons of gold, or 15% of all the gold produced and six times more than they bought in 2006's third quarter. Because much of the demand for the ETFs has come from long-term investors, the funds are rarely sellers. "I call them vacuum accounts because the gold goes in and just stays there," say James Vail, manager of the INF Global Natural Resources Fund.

December 8, 2007: Compliments of the Globe and Mail... China's Big Outward Leap

December 8, 2007: A panoramic view of: Hong Kong and Macau

December 06, 2007: Compliments of RBC Capital Markets.... Goldcorp Inc.

December 06, 2007: Compliments of the National Post Smearing Mulroney - And The Companies He Serves by L. Ian Macdonald

December 6, 2007: Compliments of Portfolio.com...The Evolution of an Investor by Michael Lewis

December 5, 2007: Bloomberg News ... Chinese gold jewelry demand jumps by Feiwen Rong

December 2, 2007: Compliments of The New York Times... Everybody’s Business
The Long and Short of It at Goldman Sachs by BEN STEIN

November 28, 2007: Compliments of the Globe and Mail... China's corruption a crisis in the making by NEIL REYNOLDS

November 27, 2007: Compliments of The Prudent Bear... Regulatory Debauchery  a featured commentary by Satyajit Das
Must Read

November 26 2007: Monty Guild's Global Market Commentary... HOW WE GOT HERE AND WHERE WE ARE HEADED


November 25, 2007: Thanks to S. Chiew... Dr. Darryl Robert Schoon on August 21, 2007.
Towards the end of the broadcast he recounts a story of Peter G. Peterson saying a year ago that he expected a depression in the USA 2 to 5 years from then; that is to say, a year to 4 years from now.

November 24, 2007: Surreality Check… Dead Men Walking
by Eric Sprott and Sasha Solunac

November 24, 2007: Gold gleams as influence of Central banks wanes by John Embry

November 24, 2007:
Compliments of The Globe and Mail... Knowing the known unknowns of a possible market disaster
by Brian Milner

November 23, 2007: Derivatives outstanding now estimated to be about $516 trillion.
Sooner or later we are going to be talking about real money...

Warren Buffett (circa 2003) warns on investment 'time bomb'...Derivatives are financial weapons of mass destruction

November 23, 2007: GARTMAN'S SIMPLE RULES OF TRADING

November 23, 2007:
Please click on Subprime; below. This should make your day. This is a classic!
The Long Johns - The Last Laugh - George Parr - Subprime


November 23, 2007: Its Credit and its Crunchy... more from George Parr Another classic!

November 16, 2007: Compliments of Pollitt & Co. Inc. My old friend Murray Pollitt's superb
November 2007 Letter.
Murray has been writing this
succinct monthly missile for about forty years and it only gets better.

November 17, 2007: Compliments of The Globe and Mail... Anatomy of a panic
by BOYD ERMAN, JACQUIE MCNISH, TARA PERKINS AND HEATHER SCOFFIELD


November 15 2007: Monty Guild's Global Market Commentary... INFLATION REARS ITS UGLY HEAD

November 13, 2007: Compliments of RBC Capital Markets for its excellent Global Gold Outlook
Gold – Returning To A Monetary Standard

November 12, 2007: Monty Guild's Global Market Commentary

November 8, 2007: compliments of DOW JONES NEWSWIRES...  ETF's and Gold by Allen Sykora

November 7, 2007:
It's time to repeat the words of W.D. Gann. Mr. Gann is considered by many professionals to have been one of the greatest commodity and stock traders (and thinkers) of all time. Compliments of Richard Russell
"When a stock or a commodity advances into new territory or to prices which it has not reached for months or years, it shows that the force or driving power is working in that direction. It is the same principle as any other force which has been restrained and breaks out. Water may be held back by a dam, but if it breaks through the dam, you would know that it would continue downward until it reaches another dam, or some obstruction or resistance which would stop it.

"Therefore, it is very important to watch old levels of stocks and commodities. The longer the time that elapses between the breaking into new territory, the greater the move you can expect, because the accumulative energy over a long period naturally will produce larger movements than if it only accumulated during a short period of time."


November 6, 2007: A wave of foreclosures and evictions is about to sweep the United States in the wake of the sub-prime mortgage lending crisis by Steve Schifferes BBC economics reporter, Cleveland, Ohio

November 2, 2007:
CNBC's interview on Friday November 2, 2007 with Matt Simmons (author of Twilight In the Desert)

                                                          Matt Simmons on CNBC

November 2, 2007: Peak Oil Believe it or Not by Nate Hagens posted on theoildrum.com is a brilliant examination of the Peak Oil conundrum. - New

October 26, 2007:
A Subprime Outlook for the Global Economy by Stephen S. Roach

October 21, 2007: So You Want To Be The Next Warren Buffett? Hows Your Writing? By Mark Sellers

October 21, 2007: Thanks to our good friend Dr. Michael Berry for his
superb Cambridge House Conference Presentation

October 20, 2007:
The Financial System Is A Farce by
Eric Sprott and Sasha Solunac

October 20, 2007: Dynamic Funds Fifty Years In The Making

October 14, 2007: September Market Comment by Jean Francois Tardiff of Sprott Asset Management

October 14, 2007: John Embry's October Comment

September 24, 2007: Apologies! I have been away at the Pengrowth Fall Investment Conference in Bermuda. I will get back to updating this website and, by the way, Pengrowth Income Trust ( PGF.UN TSX) represents very good value.

September 11, 2007:  Schulich and Income Trusts; this is classic Seymour.
You must watch this video -

September 15, 2007: Compliments of the Globe and Mail...A call for parity doesn't look so loony now by BOYD ERMAN

September 14th 2007: Lending crisis sets U.S. dollar on a fatal course by John Embry

September 13th 2007: Compliments of the Economist...Commercial paper
Unscrambling the eggs...Lessons from Canada suggest it is important to buy time
-

September 2007: Keep It Simple ...MARKETS AT A GLANCE by Eric Sprott and Sasha Solunac

September 12 2007: Compliments of Fortune Magazine... Is Canada for sale?
Many of Canada's best-known companies have been bought by foreigners. Even easygoing Canadians are wondering what can be done about it. by Erik Heinrich

September 12, 2007: Compliments of the Wall Street Journal...  A Secret Time Bomb Made of Gold
GETTING TECHNICAL by MICHAEL KAHN


September 10, 2007: (Bloomberg) -- Treasury investors basking in the biggest rally in four years have reason to fear for their profits: The largest owners of U.S. government debt are heading for the exit. Two-year Treasuries returned 1.09 percent in August, the best monthly performance since 2003, according to indexes compiled by Merrill Lynch & Co. At the same time, holdings of U.S. bonds by governments and central banks at the Federal Reserve fell 3.8 percent, the steepest decline since 1992.
The dollar's slump to a 15-year low against six of its most actively traded peers is turning the gains into losses for international bondholders, prompting China, Japan and Taiwan to sell. Overseas investors own more than half of the $4.4 trillion in marketable U.S. government debt outstanding, up from a third in 2001, according to data compiled by the Treasury Department.

August 14, 2007: Monte Carlo. Aug 14, 2007 -- Long time newsletter writer Harry Schultz issued the following press release today: “For years, greed has been the underlying force in markets. Now fear is replacing it. Once underway, it is an even stronger force. While central banks try to hose down the markets' fear-flames with money, it doesn’t change the liquidity problem. Lenders fear to lend & borrowers fear to borrow. Money "in the system' is of no real help. Someone has to borrow it. Who will? We’re back to being unable to push a string. We’re into the very early beginnings of the unwinding of the derivatives hurricane, long forecast by Jim Sinclair and myself.”


August 11, 2007: Why the price of gold will hit a new record by John Embry

August 9, 2007:
Robert Hormats of Goldman Sachs International & Bill Gross of Pimco Comment on the Credit Crisis

August 9,  2007: China threatens 'nuclear option' of dollar sales by Ambrose Evans-Pritchard

August 6, 2007
: Japanese Deflation... A Liquidity Wild Card by Greg Weldon

August 2, 2007: The Mortgage Pig in the Python By John Mauldin

Inflation is Baked into the CPI Numbers - The Mortgage Pig in the Python - Housing Starts Look to Stop
A Few Thoughts on the Recent Credit Crisis - Half of All Hedge Funds Gone? - Golf, Weddings, and Europe

August 2, 2007: For Jeremy Grantham's Quarterly Letter, please visit and register at GMO.com

July 31, 2007: Compliments of the New York Post...
ANCHORS AWAY! FUND BOSS' YACHT ON BLOCK


July 27, 2007: THOUGHTS ABOUT THE LAST FEW DAYS by Ron Meisels
-

July 24, 2007: Investment Outlook August 2007. Enough is Enough by Bill Gross
July 23, 2007: Compliments of CNN Money...This is a terrific interview with Bill Miller
What's luck got to do with it?

July 19, 2007: Compliments of the National Post...Make Conrad Black a Canadian by Larry Zolf

July 19, 2007: Market Letter
... Four trends, and the stock market’s reaction by Murray Pollitt

July 17, 2007:
  Looking for Contagion in All the Wrong Places by Bill Gross

July 17, 2007:
Sovereign wealth funds will support gold by John Embry

July 9, 2007: Compliments of Barron's...UP AND DOWN WALL STREET Truly Al-ARM-ing By ALAN ABELSON

July 7, 2007: It's all about Harper, and that's the political beef by JEFFREY SIMPSON ...Compliments of the Globe and Mail

July 5, 2007:
Thanks to our good friend Dr. Michael Berry for his excellent
Morning Notes  
1. RIMM GOES TO CHINA, STOCK HIGHER
2. MITT ROMNEY ON ENERGY INDEPENDENCE
3. NON FERROUS METALS AND SILENCE OF THE FUNDS

July 4, 2007:
Blackstone, KKR, Carlyle and a crop of no-name hedge funds are hitting the big board
by Rob Snow

July 2, 2007: To listen to John Budden's Business@Night interview with Larry Jeddeloh on global investing and the TIS Preservation and Growth Fund -

 
Part 1                                                   Part 1 
   


July 2, 2007: GET OUT OF JAIL FREE - A ONE ACT PLAY
by Rob Snow
 

June 26, 2007: July investment Outlook..
.Looking for Contagion in All the Wrong Places by Bill Gross

June 25, 2007:
  Peak Oil Review of ASPO-USA June 25 Issue


June 25, 2007:
Global Cooling For US Bonds by Eric Sprott and Sasha Solunac

June 25, 2007
: Gold's foes are fighting a losing battle by John Embry

June 21, 2007:
CFRA's Markets Commentator and Beaufield Director, John Budden, in conversation with Jens Hansen President of Beaufield Resources Inc.


June 21, 2007: Thanks to our good friend Dr. Michael Berry for his Workshop on Discovery Investing this past week in Vancouver. - New

June 14, 2007:
Winning the Investment Game with Consistent Compounding by Shelby M.C. Davis
Advisor and Founder of Davis Advisors

June 13, 2007:Main Street all shook up by moving to beat of the Fed by Bill Gross

June 13, 2007: The VIEW from BURGUNDY, M A Y 2 0 0 7,  REFLECTIONS FROM THE FUNHOUSE

June 12, 2007:
Bruce Berkowitz, Fairholme Fund portfolio manager and CNBC's Mary Bartiromo

June 12, 2007
Thanks to our good friend Dr. Michael Berry for his excellent
Morning Notes

June 8, 2007: Fund Managers Who Take Big Bets: Skilled or Overconfident by Klaas P. Baks, Jeffrey A. Busse, and T. Clifton Green*

May 23, 2007: Nymex: Energy and Metals
Day: Asian Demand and the QOL Cycle: Who will fill the Gap in Energy and Metals?
by Michael A. Berry, Ph.D.

May 23, 2007: Our Biggest Fear by Eric Sprott and Sasha Solunac

May 23, 2007: This is an absolutely splendid analysis..
. My Favorite Stock by Mark Sellers


May 21, 2007: Investment Outlook... May / June 2007 How We Learned to Stop Worrying (so much) and Love "Da Bomb" by Bill Gross

May 18,2007
Thanks to our good friend Dr. Michael Berry for his excellent
Morning Notes

April 12, 2007: Compliments of CNNMoney.com...Shiller: Mr. Worst-case scenario by Jason Zweig

April 10, 2007: Melkior Resources Inc... an update on Melkior's partnership with Ron Netolitzky's Santoy Resources Ltd. and the Spring drilling program for Uranium in the Otish area in Quebec... CFRA's Markets Commentator, John Budden, in conversation with Jens Hansen President of Melkior Resources Inc.