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Outside the Box: US Dollar: American Phoenix

Outside the Box: US Dollar: American Phoenix By John Mauldin    “Just a little patience, yeah…” – Guns N’ Roses Lastweek the FOMC essentially removed forward guidance and placed all options back on the table, and at the end of the day they’ve opened the door for further tightening. As Yellen recently explained in advance, […]

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Five Companies in Australia’s Cooper Basin Worth Watching: Canaccord Genuity’s Johan Hedstrom

The Energy Report: Johan, please give us an overview of the shape of the oil and gas industry in Australia. Johan Hedstrom: The Australian oil and gas industry is dominated by a series of big investments in new liquefied natural gas (LNG) projects. Our industry is building seven new LNG projects, costing $240 billion ($240B).

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How Warren Buffett Wins From Bank of America’s Capital Plan

By Jordan Wathen March 19, 2015 Warren Buffett has a sizable stake in Bank of America (NYSE: BAC  ) , even if it’s hidden from plain view. Berkshire Hathaway (NYSE: BRK-A  ) (NYSE: BRK-B  ) owns warrants that entitle it to purchase 700 million Bank of America shares for $7.14 each at any time before 2021. At the current price, it’s as if Berkshire has an

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Why Aren’t These Investors Worried About The Gold Price?

  Why Aren’t These Investors Worried About The Gold Price? By Jeff Clark, Senior Precious Metals Analyst Have you noticed that some gold investors don’t seem very concerned about the current behavior of gold? While the price remains weak and range-bound, some gold investors don’t seem worried about it at all. The natural reaction to

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The 10th Man: There Will Be No Rate Hike in June

The 10th Man: There Will Be No Rate Hike in June By Jared Dillian   You might have heard that the FOMC removed the word “patient” from its directive yesterday, in that it would no longer be “patient” in waiting to remove monetary policy accommodation. Lots of people were betting—have been betting for weeks—that this

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How Healthier Food Boosts Margins for Ag Companies and Investors: AltaCorp’s John Chu

The Energy Report: How have the collapses in the prices of oil and natural gas affected the fertilizer sector? John Chu: Natural gas is an important feedstock for nitrogen-based fertilizers—up to 50% of the production cost. This means higher margins. Fuel and lubrication-related costs account for 10–12% of farmers’ operating expenses. Lower fuel prices result

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