On the current food shortages and protests created by biofuels (as feared): The mainstream ‘Malthusian’ world is one where the population grows to the size of
(a set of interoffice emails) Sanjiv to me 9:10 AM Reply See the riots in Haiti over food prices? Mike to me 9:03 AM Reply
Looks like inflation as measured keeps ripping.True, there isn’t a shortage of available crude. the issue is that at the margin the available crude is
Yes, the below analysis has also been the Fed’s position, up until this week’s speeches. It’s been about a crude/food/$ negative supply shock, supported by
(an email) THANKS, DAVID, COMMENTS BELOW IN CAPS >   Subject: UN Warns of Biofuels’ Environmental Risk > > >  By MICHAEL CASEY >  AP Environmental
What we used to call an ‘inflation day’ – $ down/oil up Gold through 900- if nothing else, it’s an inflation expectation indicator (not that
Crisis may make 1929 look a ‘walk in the park’ Telegraph by Ambrose Evans-Pritchard As central banks continue to splash their cash over the system,
Looks like markets are still trading with the assumption that as the Saudis/Russians hike prices the Fed will accommodate with rate cut. That’s a pretty
Senate approves $650M alternative energy billBy MARC LEVY HARRISBURG, Pa. – Builders of wind farms, owners of coal-fired power plants and buyers of hybrid cars