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From the novel Dune: "Fear is the mindkiller". Or, in this case, the profit killer.

I saw a rumor on another site that China is now threatening to cut rare earths to the West. Anybody else hear this?

Sometimes the hardest part of analysis is not performing the calculations but believing the results. Find a graph of projected rare earth demand vs supply for the next 5 years and perform simple addition and subtraction. You can even ignore the fact that, if China keeps playing chicken with...

China doesn't want to become the biggest bagholder in history.

Our opinions differ as I find ET to be infinitely more useful than google, which I rarely use for searches. I'll try to explain the rest tomorrow.

The question is at what rate of inflation will people stop using dollars, and start using gold, for purchases because of the convenience factor? People should know that in Zimbabwe a few years ago, individuals stopped using the currency for exchange, even though it was still in circulation...

The tradeworx guy on 60 Minutes said his system can trade 4500 stocks at once. I'm curious how many stocks can the various retail broker's/ execution agent's SW trade at once. Tradestation can trade up to 1000 at once using Radarscreen. How about IB, MB trading, etc...?

A lot of people don't know that after the Tet offensive, US and south Vietnam forces outnumbered the NVA by something like 3 or 4 to 1. And we still lost. If the 35000 number is to be believed, US and allies now outnumber the Taliban somewhere between 3 to 1 and 4 to 1. We should be...

The only thing we would build in Afghanistan would be permanent military bases. Check the post which states we spend ~360B on military for every 8B we spend on the Afghan people.

Where are the good ole' B-17s and B-29s when you need em?

The funny thing is Reagan tripled the size of the debt and pushed through massive spending increases. Also, China received permanent WTO status under G. W. Bush.

First of all, there is no such thing as an "International Economy" or a "Global Economy". China realized this and saw how America and Europe were weakening themselves by their pursuit of globalization. So, China simply took advantage of all of the free trade laws and pro-globalization policies...

Ok. If we have 2 new record years in a row over the 2005 peak, I'll say that is strong evidence we are in warming trend that is continuing.

I'm not going to state my opinion on this one way or another. I will say that those who say there is no global warming whenever we have a cold season or even a few cold years in a row don't understand the concept of a trend. There are always dips and drawbacks during a trend in either...

For all the talk about the Fed's future, one point is missed. Were the Fed to go out of business, how would you liquidate it's ever expanding balance sheet? The Fed is one of the largest notional homeowners, bond owners, and (soon) equity holders in the country. You can't sell trillions of...

The movie was somewhat disjointed. They really overplayed the angle with Gecko's daugher I think. Also, there wasn't a big ironic/gotcha moment in the movie. The Swiss bank twist was so predictable, I was just waitng to see how they would present it.

My point is valid. Let's consider the gov't as a separate corporate entity. Revenue ~ 2.2T. Spending/expenses ~ 3.7T. Net loss per year ~ 1.5T. So, why is accounting that allows a corporation with a loss of 1.5T per year to advertise a 300B profit "right"?

Ok. What is the source of the 1.5T? I'm saying that a lot of it is coming out of thin air. So unless ink and trees are the asset you speak of, eventually this might result in inflation because no one is losing or transferring their buying power from another asset (which would reduce the...

The point you are missing, and the point many others miss, is you shouldn't confuse growth of debt with economic growth. Our gov't is running a ~10% deficit with respect to GDP. But they speak of the economy growing ~ 2 to 3%. How is that possible? This is possible because our GDP...

Gold.