Monthly Archives: April 2011

Bernanke and La Jolla on My Mind

The Federal Reserve has made its big decision today concerning the probable end of the QE2 monetary easing program.  The program will end as scheduled on June 30th, which means that monetary easing will be on hold, but tightening is … Continue reading

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Strategic Mineral Plays

The rising prices of the commodity boom of recent years may be partially masking the long term decline in the inventories and availability of certain elements, minerals and ores.  The spectacular rise in the prices of rare earth elements in … Continue reading

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Inflation Threat to Certain Markets

The rising costs of energy and food are starting to have a global impact on how markets perceive risk.  In countries like China, India, Korea and Brazil, inflation is affecting personal consumption patterns and government monetary policies.  Currency appreciation against … Continue reading

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Seminar: Energy and its Economic Impact 4/21/11

Join us in our monthly market forum Thursday, April 21 from 5-6:30pm.The meeting will be at the Holiday Inn, Duluth in the Great Lakes Ballroom – Ontario Room201 W Superior Street (Free parking in Holiday Inn ramp off 1st Street) “Five-Year … Continue reading

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Opportunities in the Energy Sector

The energy sector has outperformed since September, courtesy of Fed Chairman Ben Bernanke’s very easy monetary policy, which in effect rewards risk-taking.  But on top of that has been the higher risk premium for oil prices and energy stocks resulting … Continue reading

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The Power of Gold

The Power of Gold, 2000.  By Peter L. Bernstein, John Wiley & Sons, New York, NY, ISBN 0-471-25210-7, 432p. Synopsis: Gold never fails to fascinate, and many fascinating stories and historical events are woven together in this book to tell … Continue reading

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The (Mis) Behavior of Markets: A Fractal View of Risk, Ruin & Reward

The (Mis) Behavior of Markets: A Fractal View of Risk, Ruin & Reward, 2004.  By Benoit B. Mandelbrot & Richard L. Hudson, Basic Books, New York, NY,  ISBN 13978-0-465-04355-2, 328p. Synopsis: This book is co-written by a teacher and mentor … Continue reading

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