Sprott Energy Fund Portfolio Manager Eric Nuttall wants an edge when he can find one. He’s bullish on oil, but he prefers to play the good oil story, not the commodity. And even though he’s bearish on natural gas, he’s finding names that may provide exceptional growth. Eric shares his best ideas in . . . → Read More: Eric Nuttall: Looking for Oil and Gas Values, Not Value Traps
The two charts below from Andy Smith’s (Bache Commodities) latest piece are a humorous use of US house prices to illustrate the problem of Big Government. The first shows the real boom is in Government jobs and lobbying. The second how gold buyers aren’t fooled by America’s shift from productive to unproductive . . . → Read More: Government vs. Industry
The recent order by the Competition Commission of India on NSE and MCX-SX has a bunch of difficulties based on a lack of understanding of new age industries where a pricing of zero is quite feasible and important, a focus on protecting a competitor instead of upholding competition, etc. I wrote about this in . . . → Read More: India is losing the market for trading the Indian rupee
The figures for motor vehicle sales in June will be released today. The consensus estimate is that 9.6 million domestic autos were sold last month, which would be an increase of 500,000 from the previous month.
At 9:55 AM EDT, Consumer Sentiment for the second half of June will be announced. The consensus is . . . → Read More: Economic Events on July 1, 2011