Some of today's brightest investors have decided the world has gone crazy. To them, it makes no sense that commodity prices are rising so sharply while economic growth remains sluggish. Something is not as it appears, and they've decided the impostor is China. Read more...

Short-Term Key: Negative Long-Term Key: -16 (Neutral)

Last week we mentioned the scientific principle that when the scale of things increases, new and unexpected phenomena emerge. And we pointed out that this will have profound implications for investors in the resource sector.

Coincidentally, the November issue of Scientific American came out last week bearing the cover story, “A Plan for a Sustainable Future,” that unfortunately misses this point. Nonetheless, the article is an important read because it speaks to some exciting opportunities in companies developing alternative energy. And, even more important, despite its faults, the article does give us hope that our children may be able to live a good life on this planet. And, who knows, it may not be too late for us as well.

Let us explain...

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