The Case for Human Ingenuity

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merouleau's picture
merouleau
Status: Member (Offline)
Joined: Feb 28 2009
Posts: 6
The Case for Human Ingenuity

Niels Jensen explains in this month's letter why he thinks commodity prices will come back to earth and continue to yield nothing over the long haul. Interesting thesis:

http://www.arpllp.com/core_files/The_Absolute_Return_Letter_0511.pdf

nonplused's picture
nonplused
Status: Member (Offline)
Joined: Jun 9 2010
Posts: 2
Plug in hybrids

You can't measure the mpg of a plug in hybrid without also stating the tons of coal used to do the plug in part.

I don't think I'm going to let this guy do my future technology forecasts.

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