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December 5, 2005
Ron Sen letter, Mon., Dec. 5, 2005, 7:14 AM
My blogging colleague, Ron Sen, sent a letter late last evening, commenting on my Saturday Week in Review.
Bill, I think you are spot on....
1) Global energy demands and dwindling supply ultimately create price pressures (non-core of course)
2) Buy what China uses, sell what China makes. China imports inflation and exports deflation.
3) Fiat currency fails, making metals and mining prosper
4) Water becomes 'the' critical commodity of the 21st century
5) Homeland security remains on the front burner...who are the winners there?
6) The housing bubble bursts
7) The US lack of savings and expanding debt ultimately become crushers
Best, Ron"
Ron Sen's Technically Speaking, Market Analysis and Theory" is a good one that you ought to put on your blog roll.
That's not because Ron speaks, analyzes and theorizes just like me, he often doesn't. But there is a depth of independent and objective thought that can help the average trader avoid the perils of the side-side.
Posted by Posted by Bill Cara on December 5, 2005 07:14:33 AM | Category: Blogging World