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Shale Oil: A Deep Dive Into Implications for the Global Economy and Commodity Investors

By PIMCO on March 11, 2013
1 Review | 0 Comment

quote Growth in U.S. shale oil production could have the most significant long-term impact on oil prices of any supply event in recent decades. It has …

Zurbo Zurbo

No additional commentary necessary. Go ahead and read the full article for more PIMCO insights.

2 months ago

Why Canada’s economy is in trouble

By Sober Look on March 6, 2013
1 Review | 0 Comment

quote Analysts are beginning to raise concerns about Canada’s near-term economic growth. … A number of somewhat related factors are driving this weakness in Canada’s growth. Here are …

Zurbo Zurbo

We heard a number of times at the PDAC 2013 convention that there’s no money in Canada buying mining stocks (just plenty of selling). That …

3 months ago

Harbingers of a market bottom

By Vancouver Venture on March 5, 2013
1 Review | 0 Comment

quote A few indications that the gold space and decent juniors are nearing a bottom. 1: Nothing but doom and gloom reported from the PDAC on …

Zurbo Zurbo

There was a lack of enthusiasm from most of the companies we visited at PDAC and a lot of pessimism lurking beneath the surface. It seemed …

3 months ago

Boao Review: The Realities of Renminbi Internationalization

By Patrick on October 20, 2012
1 Review | 0 Comment

quote Up until very recently, China has been running surpluses on both the current and capital accounts. The result is that, far from Renminbi accumulating abroad, …

Zurbo Zurbo

I’ve made a point of highlighting Patrick Chovanec, one of my favorite commentators on China, and here again he provides us with a straightforward look …

7 months ago

Deflating the emerging markets bubble

By Sober Look on September 30, 2012
1 Review | 5 Comments

quote Monetary easing in the US had a direct impact on monetary policy in emerging markets. It works by weakening the US dollar which puts upward …

Zurbo Zurbo

Here we have Sober Look living up to its name. Unfortunately I cannot locate the referenced BNP Paribas piece.

8 months ago

You’ll never be Chinese

By Mark Kitto on August 8, 2012
1 Review | 0 Comment

quote [There] is one overriding reason I must leave China. I want to give my children a decent education. The domestic Chinese lower education system does …

Zurbo Zurbo

Although none of Mark’s anecdotes, criticisms and foreshadowing will be new to those following the China bears, it’s still an altogether engaging farewell lament that went viral …

8 months ago

Error by Knight Capital rips through stock market

By Caroline Valetkevitch and Chuck Mikolajczak on August 1, 2012
1 Review | 0 Comment

quote A technology breakdown at a major trading firm roiled the prices of 140 stocks listed on the New York Stock Exchange on Wednesday, undermining fragile …

Zurbo Zurbo

Here’s a list of the 140 stocks under review: http://www.foxbusiness.com/investing/2012/08/01/nyse-probes-unusual-trading-in-140-stocks/ Notice the heavy weighting towards resource stocks, with Almaden Minerals, Rare Element Resources, Molycorp and …

10 months ago

What Do Investors Want From a Gold Mining Stock?

By Nick Holland on July 30, 2012
1 Review | 3 Comments

quote At investor conferences the industry often extolls its cash cost performance — that we are making significant operating cash flow margins – sometimes in excess …

Zurbo Zurbo

In his keynote speech presented to the Melbourne Mining Club, Nick Holland, CEO of Gold Fields Limited, provides us with plenty of honest insights and …

10 months ago

SEC’s “stock picking robot” targets deny wrongdoing

By Mike Caswell on July 4, 2012
1 Review | 0 Comment

quote The brothers, for their part, claim that they did nothing wrong. In a sparse answer filed on Wednesday, June 27, they say the SEC has …

Zurbo Zurbo

Some morally bankrupt brothers, $1.2 million worth of suckers and shameless companies that paid $1.8 million for a ride. What else is new? Real robots …

11 months ago

Electric Cars: Ready for prime time?

By International Transport Forum on June 14, 2012
1 Review | 0 Comment

quote Our analysis finds that: Electric passenger cars currently cost €4k to €5k more to their owners than an equivalent fossil fuel car over the vehicle’s …

Zurbo Zurbo

On page 13 of the report A Lithium Shortage: Are Electric Vehicles Under Threat? we’re shown a comparison on the amount of lithium required for hybrid electric …

11 months ago
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