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    Outside the Box, June 2011

    The 3-D Hurricane and the New Normal

    June 27, 2011

    Today's Outside the Box is from an old friend, but one who is new to my readers. Jason Hsu is a partner at Research Affiliates and helped create the Fundamental Indexes with Rob Arnott. Starting at Cal Tech, he went on to a PhD in economics, and is now a professor at UCLA and teaches in China and Taiwan. Wins all sorts of awards and has won the Rising Star of Hedge Funds award. In short, he is really smart.

    He sent me this piece last week, and I asked if I could use it. He graciously acceded....

    Economic & Copper Advisory Services: Economic Report – June 2011

    June 20, 2011

    This week’s Outside the Box is from one of the more interesting thinkers and observers of the markets I know, Simon Hunt. When we get together in London, conversations are lively, as we don’t always see eye to eye; but we can always discuss, in a very civil manner, the affairs of the world. This particular piece is wide-ranging and thought-provoking. Simon is always ready to apply actual times to his predictions, and he has held steady on them for years.

    It is late here in Geneva and I have...

    Portfolio: Obstacles to a China-Russia Energy Deal

    June 16, 2011

    They say that natural gas is a more dynamic study in geopolitics than oil. Yes, petroleum is what makes the world go 'round. But, once you get it to a super-tanker, you can ship it anywhere. Natural gas, of which the world consumes 3,000 billion cubic meters per year, is much harder (and more expensive) to transport. You have to build miles and miles of expensive pipeline to get it to your buyer. So whatever countries your pipeline runs through, or to, you'd better stay friends.

    Today I'm...

    Biotech and the Unintended Consequences of Moore’s Law

    June 13, 2011

    Today we turn away from Europe and QE2 and talk about something I find far more interesting, if not as immediate. I have been talking and emailing with Pat Cox of Breakthrough Technology Alerts a lot lately. There is just so much happening in the biotech space and, as long-time readers know, that is my hobby and the one place I actually buy stocks in this market.

    There is just so much misinformation (and sometimes borderline lies by short-sellers). I asked Pat to...

    The Greek Bailout Provides an Opportunity for Privatization Grab

    June 6, 2011

    This will be one of the more controversial Outside the Box posts in a great long time. Indeed, I debated with myself at some length. It will make some readers mad, but I decided it is more important to make most readers think. And, as it happens, there are parts of this week’s essay that I rather aggressively disagree with. That being said, there is a great deal of truth here. This represents a serious body of thought that is being debated, and we need to hear all sides, rather than just the...