And some of those opportunities will feature a combination of these resource categories. One of the most intriguing combinations is what I call the energy-water nexus.
November 17th, 2009 | Chris Mayer | 0 comments | ContinuedArchive for Chris Mayer
Chris Mayer is a veteran of the banking industry, specifically in the area of corporate lending. A financial writer since 1998, Mr. Mayer's essays have appeared in a wide variety of publications, from the Mises.org Daily Article series to here in The Daily Reckoning. He is the editor of Mayer's Special Situations and Capital and Crisis - formerly the Fleet Street Letter.
Gold: The Ultimate Unlevered Hard Asset
In fact, something important is happening in the gold markets right now. All through the 1990s to the present day, the world’s central banks were net sellers of gold.
November 13th, 2009 | Chris Mayer | 12 comments | Continued
New York Will No Longer be Among World’s Five Largest Cities
There are some big changes afoot in the world’s cities. These changes will create enormous opportunities for investors that a previous generation could barely imagine.
November 10th, 2009 | Chris Mayer | 1 comment | Continued
Mortgage Crisis: Shark With an Appetite
It shows you that we are past the viscous subprime crisis, when that shark chewed through the balance sheets of a number of banks and financial institutions, in some cases devouring them whole.
November 6th, 2009 | Chris Mayer | 9 comments | Continued
Tesco is a Buy
Tesco designs, makes, sells, rents and services top drives. A top drive is a motor that sits on top of rig and spins the drill. I don’t want to get too geeked up in the technical aspects of this…
November 4th, 2009 | Chris Mayer | 1 comment | Continued
Emerging Markets in the New World Disorder
In markets, one of the most watched and ongoing match races is the one between Emerging (or developing) Markets and Developed Markets.
October 30th, 2009 | Chris Mayer | 0 comments | Continued
US Dollar a Sort of Monetary Brand
The dollar has been the “Coca-Cola of monetary brands,” says James Grant, editor of Grant’s Interest Rate Observer. But even the best of brands can be lousy investments.
October 22nd, 2009 | Chris Mayer | 4 comments | Continued
Qatar Relies on Natural Gas Reserves While Dubai Leans on Trade and Finance
Qatar is a red-hot economy. Last year it grew around 18% and this year it ought to grow another 16%. We saw the headlines in the Gulf Times in the lounge while waiting for our transfer to Dubai.
October 8th, 2009 | Chris Mayer | 1 comment | Continued
When the Stimulus Money Stops Flowing Will the Recession Get Worse?
CNN’s bailout tracker reports that US government stimulus has totaled $2.8 trillion so far this year, with another $8.2 trillion in commitments. Most of this money has gone to the financial sector.
September 11th, 2009 | Chris Mayer | 0 comments | Continued
Price of Water Rises in China
The Chinese are water-poor. They are sucking their aquifers dry. It is particularly bad in the north of China. The groundwater under the North China Plains is draining away quickly. By some estimates, China will exhaust this water supply in the next ten years.
August 21st, 2009 | Chris Mayer | 3 comments | Continued