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Essays and discussions of classical economic theory:
November 18 , 2009: Six points on copper, gold and miners
October 27, 2009: Ayn Rand and the Republican schism
October 23, 2009: The "Small Dogs" strategy
March 18, 2009: The helicopter drop, gold, copper & oil
March 12, 2009: Christina Romer and gold miners
March 3, 2009: Gold, miners, inflation and E&Ps
December 9, 2008: Monetary schizophrenia and its investment implications
October 23, 2008: Getting more bearish
October 22, 2008: The roving tornado, currencies and deep value
October 2, 2008: Thinking about 1929, P/E Hell and commodities
January 22, 2008: Fourteen points on the crisis September 28, 2007: Gold and the funds rate, revisited
September 20, 2007: A decade of intellectual corruption at the Fed comes to a head
November 12, 2006: Africa -- The zeitgeist is a-changin'
June 26, 2006: Wrestling with the relationship between gold and interest rates
December 14, 2005: Client questions on $500 gold
August 29, 2005: Thoughts on why raw commodities are trouncing processed commodities
February 25, 2005: Zen, fog, scarcity and the commodity rally
April 19, 2004: Untimely meditations on commodities at the cusp of Q1 earnings season
Churchill Research, Inc. 105 N. Virginia Ave., Suite #200 Falls Church, VA, 22046
All Contents Copyright © 2009 by Churchill Research, Inc.
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