Money and Finance
- Meet Vaclav Smil, The Canadian Polymath Whose Books Bill Gates Is Racing To Read
A few weeks ago, Microsoft founder and philanthropist Bill Gates published his personal summer reading list on his blog Gates Notes. Of the eight titles, two are by the same author, a Canadian professor emeritus you’ve probably never heard of: Vaclav...
- Wilbur Ross On Bloomberg (video)
June 20 (Bloomberg) -- Billionaire Wilbur Ross, chairman of WL Ross & Co., discusses Federal Reserve monetary policy, U.S. shale gas production, U.K. banks and the outlook for the container shipping industry. He speaks with Anna Edwards on Bloomberg...
- Mckinsey Report: Resource Revolution: Meeting The World’s Energy, Materials, Food, And Water Needs
Published in November of last year. It looks similar to the things that Jeremy Grantham discussed in his Q2 letter. Resource prices are rising and becoming more volatile. Without a resource revolution, we all face the prospect of damage to global growth,...
- Rising Oil Prices Pose Global Risks, Burbank Says (video)
...
- Chanos, Zimmerman On Hedge Fund History (video)
Feb. 22 (Bloomberg) -- Jim Chanos, founder of Kynikos Associates Ltd., Jamie Zimmerman, chief executive officer of Litespeed Management LLC, Michael Novogratz, principal at Fortress Investment Group LLC, and Steve Kuhn, head of fixed income trading at...
Money and Finance
Uralkali Opens $20B Freely Traded Potash Market (video)
July 31 (Bloomberg) -- Blomberg's Ryan Chilcote reports that potash supplier Uralkali announced an end to production restrictions, opening up the $20 billion industry in a change that may lower prices as much as 33 percent. He speaks on Bloomberg Television's "On The Move."
……….
This is the news that caused the potash suppliers (e.g. POT, MOS) to get beaten down yesterday. As such, it may be a good time to read-up on some history and the possible long-term trends driving the industry. Some suggestions:
Book: Enriching the Earth: Fritz Haber, Carl Bosch, and the Transformation of World Food Production – by Vaclav Smil
Passport Capital: From Dirt to Dinner Table: The Case for Agriculture (2009)
Jeremy Grantham’s 2011 letters:
Time to Wake Up: Days of Abundant Resources and Falling Prices Are Over Forever
Resource Limitations 2: Separating the Dangerous from the Merely Serious
- Meet Vaclav Smil, The Canadian Polymath Whose Books Bill Gates Is Racing To Read
A few weeks ago, Microsoft founder and philanthropist Bill Gates published his personal summer reading list on his blog Gates Notes. Of the eight titles, two are by the same author, a Canadian professor emeritus you’ve probably never heard of: Vaclav...
- Wilbur Ross On Bloomberg (video)
June 20 (Bloomberg) -- Billionaire Wilbur Ross, chairman of WL Ross & Co., discusses Federal Reserve monetary policy, U.S. shale gas production, U.K. banks and the outlook for the container shipping industry. He speaks with Anna Edwards on Bloomberg...
- Mckinsey Report: Resource Revolution: Meeting The World’s Energy, Materials, Food, And Water Needs
Published in November of last year. It looks similar to the things that Jeremy Grantham discussed in his Q2 letter. Resource prices are rising and becoming more volatile. Without a resource revolution, we all face the prospect of damage to global growth,...
- Rising Oil Prices Pose Global Risks, Burbank Says (video)
...
- Chanos, Zimmerman On Hedge Fund History (video)
Feb. 22 (Bloomberg) -- Jim Chanos, founder of Kynikos Associates Ltd., Jamie Zimmerman, chief executive officer of Litespeed Management LLC, Michael Novogratz, principal at Fortress Investment Group LLC, and Steve Kuhn, head of fixed income trading at...