December 7, 2006 – This blog entry is kind of a part II to my post about global warming opening up new shipping lanes in the Arctic Circle. Wang Shuguang, Director of the State Oceanography Bureau, in China recently stated: “in the past 20 years, the total output value of ocean industry has increased to [...]

October 30, 2006 – With the new politically manipulated and artificially created highs in the U.S. stock markets, which in turn has spurred optimism in other global markets, there has been much accompanying speculation about oil retreating to $40 a barrel oil and even to $20 a barrel (which I think will never happen). Personally, [...]

October 30, 2006 – “The United States is a damned country that deserves only to be cursed. It declares its own occupation of our lands legitimate, but brands our resistance as terrorist”- Ahmed Ibrahim, Libyan parliament deputy speaker, April 2006. I opened this blog with that comment to illustrate that money and greed will many [...]

October 23, 3006 – Last week I wrote that I wouldn’t touch China’s banks with a ten foot pole as in investment vehicle no matter how big Chinese bank IPO’s are splashed all over major newspaper’s headlines. However, India’s banks are a different manner. When it comes to financial institutions I do like the leaders. [...]

October 18, 2006 – As I’ve mentioned many times before, I expect to see a significant correction coming soon in the U.S. markets. Were it not for the imminent mid-term elections on Nov. 7th, I would call for strong and steep corrections to start within the next couple of weeks. However, the looming presence of [...]

October 14, 2006 – When you look at satellite images of Africa at night, it is truly amazing. It’s beautiful yet eerie at the same time. The entire continent, with the exception of the coasts of Algeria, Tunisia, and Morocco, and the nations of Egypt and South Africa, is just about dark. Especially in contrast [...]

October 9, 2006 – While I still like certain individual Chinese stocks, I don’t particularly like the banking industry in China. This week, there has been enormous hype surrounding the largest IPO in history planned on October 27th by the Industrial and Commercial Bank of China, which plans to raise USD $22 billion. To gain [...]

September 18, 2006 – There is a coming revolution in science that will produce many millionaires among the early investors in this industry. There is no doubt in my mind of this. And this industry is being ignored due to everyone’s preocupation with commodities right now. This industry is nanotechnology. Nanotechnology is the engineering of [...]

September 11, 2006 – On July 25th, in my E-Zine Issue #013, I mentioned that I thought the U.S. dollar was going to strengthen and that gold was going to fall. Since then the dollar has rallied for six straight weeks and reached six-week highs on August 8th against most major world currencies, recouping all [...]

September 3, 2006 – In 2006, we stand at a vital crossroads in investing. After more than a two decade long bear market in a particular asset, we believe that we are poised to see one of the greatest bull runs of this asset of our lifetimes – a once in a lifetime opportunity to [...]

August 16, 2006 – When it comes to investing, nothing kills good returns more than nationalism. And nationalism rules at large investment firms. In mid-2006, as you can see from the chart below,the major U.S. stock market index, the S&P 500 stands exactly at the same level it stood seven and a half years ago [...]