An agent for change
December 3. Greetings investors! Or is it me, or did everybody fail to call the top in commodities last September. I’m sure somebody did, I just can’t seem to find them.
Meanwhile, I´m looking for different investment reading fodder these days. It’s no secret I think the mining industry needs to change, that it needs to reach out to a younger, more hip, less gullible audience. That calls for two things chiefly: greater disclosure, and less fibbing. These kids today aren´t stupid!
I’ve found a couple of guys who seem to be hitting the mark. One is Jim Letourneau (the Big Picture Speculator, and I’ll have more on him in subsequent editions), and the other, with whom I´m rather enamoured of late, is Kevin Graham. He has a website called grahamanalytics, and his posts are funny, irreverent, and wickedly accurate.
I particularly like his June 2 post, Run Hard, Run Fast, in which he questions the veracity of television, the wisdom of experts, and the rather prudent act of heeding Winnie the Pooh.
Check it out, and hey….
Be careful out there.
The BarkerLetter on December 3rd 2008 in Commodity investing
