Posts Tagged ‘ stimulus ’

The Economic Stimulus Plan, Commodity Investing, and Oil Prices in 2009

Feb 5th, 2009 | By | Category: Commodities, Energy, Featured
A couple of weeks ago, I was on Chicago radio and asked a simple question: How will we know that the government stimulus is working? I’m normally at no loss for words, as anyone who has seen or heard me speak will testify to, but the answer didn’t hit me ...read more

Tags: , ,
Posted in Commodities, Energy, Featured | No Comments »


Stimulus Stocks and Infrastructure Plays in 2009

Feb 3rd, 2009 | By | Category: Featured, Investing Strategies, Macroeconomics
I think of it as “The Great Suppression.” The government keeps trying everything it can to suppress the unfolding economic bust. Whether the Great Suppression succeeds or not is beside the point. What concerns us is that its actions will have consequences in the marketplace. And as investors and speculators, ...read more

Tags: , , ,
Posted in Featured, Investing Strategies, Macroeconomics | No Comments »


Investing in the Global Infrastructure Boom

Jan 2nd, 2009 | By | Category: Energy, Featured, International
He won a decisive victory in the presidential elections and his party picked up a bunch of seats in Congress. The American economy is in the dumps and the mood is glum. The new president puts in motion sweeping new legislation and spending plans in an attempt to fix things… I'm ...read more

Tags: , , ,
Posted in Energy, Featured, International | No Comments »