Where Does our Oil Come From?

Mar 9, 2011 | Oil

In case you’re curious where the world’s oil supply comes from, there’s the breakdown by country. I think there’s a perception by most Americans that we get all of our oil from the Middle East, but that’s simply not the case. Saudi Arabia, for instance, is only 11.9% of the world’s supply.

That’s a lot, but it’s certainly less than what most people perceive.

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Just When You Thought the Euro Was Out

Feb 9, 2011 | Bonds, Europe, Market Commentary

Yo u’ve been reading my newsletters and saying “boy, that Mike Brady knows everything”. That may be true, but it’s good to remember the markets have a mind of their own.

The Euro has rallied against other currencies recently.

Do I think this is a short term rally? Yes. Do I think the Euro and Europe in general still have long term problems? Yes.

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Is This Your Average Secular Bear?

Jan 12, 2011 | Market Commentary

In my blog I like to present both sides of the argument and then give you which side is more persuasive to me.

This article states what I feel, which is that we’re in a long term bear market, but we’ll have years that are good (like 2009 and 2010).

Secular bears end when the excesses that caused the prior bull are extinguished.

I’m not convinced we’ve addressed the excesses yet.

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