
04/12/07 - The Alchemist of the Oil Patch by Dan Amoss, CFA "Opinions differ about future capabilities of oilfield technology…both sides have valid points, but Dan Amoss feels that it's important to remain focused on progress underway and depletion of large existing fields…" 04/03/07 - The Work Horses of the Oil Patch by Dan Amoss, CFA "This won't come as a surprise to our long-suffering readers, but things have changed a lot for the world's most voracious energy consumer since the days of Col. Edwin Drake. In fact, oil production in the United States is about 37 years past its peak…" 03/15/07 - Paper Money is a Claim on Wealth by Dan Amoss, CFA "What are the long-term costs of paper monetary systems? How can an economy develop in a healthy, sustainable manner when wealth’s scale constantly changes? Dan Amoss looks to answer these questions - and more - below..." 02/07/07 - Who's Been Sleeping in Our Beds? by Dan Amoss, CFA “Wall Street and the financial media have hijacked the children's story of Goldilocks and the Three Bears to use as a metaphor to explain the current economic environment. Dan Amoss points out that if we take this metaphor to its logical conclusion, we see that it has big, positive implications for precious metals investors…” 12/28/06 - A Glut in Specialty Retailers by Dan Amoss “It’s the marginal consumer that keeps dozens of specialty retailers afloat. Miss one fashion trend, or allow the competition to poach your customers, and it could mean lights out in a hurry. Dan Amoss explains...” 11/08/06 - Housing Speculation Hangover by Dan Amoss "Everyone has their own opinion on the housing market - some say we’ve reached the bottom...others say we still have a ways to fall. One thing is certain, the situation is going to worsen for real estate speculators." 09/12/06 - Figuring Out Fannie by Dan Amoss "Fannie Mae, the mortgage-lending giant, is quite the hard nut to crack. And as the conditions surrounding the housing market worsens, a disconnect between those who underwrite mortgages and those who end up holding those mortgages will prove to be a huge problem." 08/15/06 - Government Exacerbates the Bubble by Dan Amoss "In order for the U.S. housing market to sustain current price levels, either household debt must continue growing exponentially or real wage growth must revive from its current doldrums."
07/25/06 - Inflate or Die by Dan Amoss "Every developed economy around the world is dependent on an edifice of credit and derivatives that makes future policy a foregone conclusion: Inflate or die."
05/10/06 - A Chicken in Every Pot and A Car in Every Garage by Dan Amoss "Does anyone really stop to think about what would happen to the current economy if Congress enacted a plan to pay off the gargantuan federal debt?" |