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Friday, January 4, 2013

Jim Rogers, Nouriel Roubini, American Enterprise Institutes

Investors' Insights:
Week Ending December 22, 2012 

"Investors' Insights"

Trend to $500 A barrel continues...

Good News? Bad News? Hard to know what to make of all this as this record means many things, as alternative extraction techniques kick-in to exploit remaining reserves. Note how Economists (abstrationists) try to fool us with words -"Production". Be wise to these linguistic games, as oil is NEVER produced - it is extracted. Actual production takes a few hundred million years.

That said, in the end this is all very bad news for future generations. However, for investors oil could easily exceed $500 a barrel in 5 to 10 years; for two reasons, continuing resource scarcity and debasement of the fiat US dollar. This algebra is not good for the economy or consumers, investors should enjoy a pretty good rise in values over this time as will other hard asset investments.

First Financial Insights
December 20, 2012

Why is this guy so happy?


2013 Shorts Sales  
Blow-Out Bargains

No not these type of shorts, although these ones look pretty sexy. Next week we will list our top - short-sale picks for 2013, our Holiday Gift to you. So stay tuned; be the first to know our top picks along with the reasons and analysis behind our selections.

Until then, all the very best of the season to you and yours.

December 19, 2012


In the US killings by guns outpace those in other civilized countries by a ratio of 50 to 1 or more. - in Roubini`s Official Twitter Nouri...

The whole mess is deeply perturbing, as both domestically and internationally US policy makers have learnt very little. Nouriel is being awfully generous calling them a civilized society as there is little historic evidence that supports this assertion.

First Financial Insights
December 18, 2012

Home of The Free? Little Pink Houses for you and me...

Bomb them with what, Jim? If nuclear; then forget about investing in anything, as the fallout would no doubt trigger Russia's defense-system's sensors leading to an "automated full scale launch" against the Western hemisphere. Now all bets would certainly be off.

Otherwise, we believe that the Canadian and Australian dollars offer better security than Gold through their richer underlying mineral-asset diversification, price and political stability; at the same time, not being exposed to extraordinary knee-jerk actions by Central Banks in volatile political times. 

Buying commercial, agricultural and residential real estate in both countries makes good long-term sense too. Being that they are the richest nations on a per-capita national-balance-sheet basis, affords relative safety and opportunity compared to all other countries. Now that however is going well beyond superficial GDP analysis. 

Bombs away!

First Financial Insights
December 17, 2012 

"Roger, where's your farm again?"