A PDF version of the slides used for Eric's 2008 presentation at the Calgary Resource Investment Conference.

China in a Bull Shop

Revisiting the "BRIC" story.   It's Still going strong.

Slippery Slope

Why we're NOT in a commodity bubble and the recent gloom and doom is overdone

Drowning in Liquidity

Editorial from the summer of 2005 about where the economy might be headed.

Asian Bear Baiting

Editorial from April 2005 about strange goings on in the bond market.

Short Takes - Market and Metals Comments

Some excerpts from editorial comments from 2002-2004 for those who don’t want to wade through old issues.

Faltering EU doesn’t mean death for the Euro

Commentary issued after voters in France and the Netherlands voted down a new EU agreement.

The Magic of Multiples

Editorial from February 2005 explaining why the coming quarters would be very good for holders of metal producer shares.

The Anatomy of an Area Play

A primer on how area plays work and how to trade them.

The Eleonore Area Play  

A description of Virginia’s find in Northern Quebec and the things companies that rushed into the area will be looking for as they seek the next deposit.

Cyclical, Secular, or just Bull?  

This is a modified version of the presentation Eric gave at the January 2004 Vancouver International Resource Conference which lays out some of the reasons we has been convinced for some time this was a secular bull market for commodities. We’re happy to say a few other people have come around to agreeing with us since then.