Gold

Gold may rise as demand from jewelers outpaces supply, Sept 4, 2006
World Gold Council 2005 3rd Q Supply/Demand stats - Nov 17-05
Demand for gold, silver shows no sign of diminishing - Globe and Mail, Sept 13-05
Real Rates and Gold 6 by Adam Hamilton, Jan 30-04

 

Peak Energy

TWILIGHT IN THE DESERT -The coming Saudi Oil Shock and the World Economy - 30-Page presentation of a new book by Matthew Simmons, June 27-05
Yellowcake and Coke: Special Uranium and coal Report Sprott Asset Mnmt, Sept 15-04

Demographics

Time is on health care sector's side, Aug 5, 2006
Foundations of Crisis - Doug Casey, Sept 09-05
The generation bomb - The United States, Europe and Japan are facing a severe pension crunch as Baby Boomers begin to retire - The National Post, March 3-04
(NP Subscriber exclusive) Quote: "..ratio of (U.S.) workers to retirees is expected to fall from 4.1 to 2.6 between 2000 and 2030.."

Real Estate/Debt Bubble

U.S. real estate crash could cause global ripples - Yale's Shiller warns of consequences, Sept 21-06
The negative equity epidemic - Liz Pulliam Weston, April -06
"1 in 10 homeowners has no equity or is even 'upside down.'"
It's RIP for the housing boom by Bill Fleckenstein, August 29-05

Stock market and Global Economy

Heading for a Meltdown, 2004 article by Dan Arnold, Author, The Great Bust Ahead
A "fiscal hurricane" on the horizon by USA Today, Nov 14-05
Excerpt: "The comptroller general of the United States is explaining...how the nation's finances are going to hell."... "We face a demographic tsunami" that "will never recede," David Walker tells a group of reporters. He runs through a long list of fiscal challenges, led by the imminent retirement of the baby boomers, whose promised Medicare and Social Security benefits will swamp the federal budget in coming decades.
Elliott and Western Civilization - Dr. Clive Roffey, November 18-02
Curse of the Dow Trading Range - Adam Hamilton, March 25-02
Interview with Bob Prechter July 12-02

Mineral Exploration

The $444-million boulder
by National Post, 12/7/05 The gold strike of the decade began when Andre Gaumond stumbled upon one gold-rich rock
"Andre Gaumond, who this week agreed to sell his junior exploration company to Goldcorp Inc. for $443.8-million, can trace his good fortune back to a quirky, two-tonne boulder that seemed out of place in Quebec's James Bay lowlands."Some 60,000 years ago, a glacier snapped the boulder from a gold-rich outcrop and pushed it six kilometres away.

"Some people find a problem in every opportunity, other people find opportunity in every problem"
- Winston Churchill 

"A community waxes when parents demand respect from their children. A community wanes when parents seek the approval of their children."
- Philip Atkinson

“So long as the young generation is, and continues to be, well brought up, our ship of state will have a fair voyage; otherwise the consequences are better left unspoken.”
- Plato

“When the people find they can vote themselves money, that will herald the end of the republic.”
- Benjamin Franklin

"I don't measure a man's success by how high he climbs but how high he bounces when he hits bottom." - General George S. Patton.

"Demography doesn't explain everything, but it acounts for a good 90 percent."
- Mark Steyn

"Be fearful when others are greedy and greedy only when others are fearful."
- Warren Buffet

"History cautions that extended periods of low concern about credit risk have invariably been followed by reversal with an attendant fall in the prices of risky assets"
- Alan Greenspan

"The tricky thing about risk, is that it is more threatening as it seems less obvious, and less threatening as it seems more obvious"
- James Grant, Grant's Interest Rate Observer