Sinchi's Collected Works
By request, to provide readers with an easy way to keep track of my articles, I will make a renewed effort to post a regular (monthly?) compendium of links to my articles for your perusing pleasure. Thanks to all for your continued readership!
These compendia take a chunk of time to compile, so please let me know if you find them useful so that I know the effort is worthwhile. :) [These cover February 9 through April 7, 2009, in reverse order]
Two Strikes Against a Beloved Copper Miner - Southern Copper Remains a Viable Copper Play
Who's More to Blame: Wall Street or the Repealers of Glass-Steagall? - Have You Voted?
An Asset More Precious than Gold? - Silver and the Slingshot Effect
Terex Goes on the Offensive - A surprisingly bold decision to move forward with Fantuzzi purchase
Who's More to Blame: Congress of the Repealers of Glass-Steagall? - Foolish Final Four
An Open Letter to Our Founding Fathers - My personal favorite
Teck is Less of a Wreck - Not out of the woods, but starting to see the clearing?
The Micro-Cap Miner With the Rock of Gibraltar - Taseko is a future star!
The Mother of All Currency Crises - The dollar as the world's reserve currency is toast
Last Call to Abandon Ship - DRYS is hung out to dry... or is it?
Obama vs. Coal - Not afriendly environment for mountaintop removers like Massey
$10.2 Trillion Was a Drop in the Bucket -Up to $13.5 Trillion!!!
Who's More to Blame: Derivatives or the Repealers of Glass-Steagall - Round 2
Valero Plunges into Ethanol
The First Bear to Emerge from Hibernation - Peabody Energy gets a huge supply contract
5 Overlooked Gems of the Energy Patch - Dividends are falling, but don't forget the Canroys
Who's More to Blame: The Repealers of Glass-Steagall or Alan Greenspan? - Round 1
Arch Coal Opens Wide - A distressed sale of assets benefits Arch
The Ramped-Up Resurgence of Yamana Gold - Yamana is simply awesome
The Ultimate Commodity Update - Taking a giant step back to take it all in
A Seaworthy Shipper in Turbulent Times - Eagle Bulk Shipping takes Sinchi's #3 spot
1 Stock Underperforming the Banks (Teck Cominco) - Venting fustration with Teck's predicament
Don't Jump Off a Cliff - Cliffs Natural Resources will be huge once steel demand stabilizes
Tomorrow's Monster Move in Gold - No one knows when it may come, but you won't want to miss it
Rogue Wave Swamps Dry Bulk Shippers - This sector is a shipwreck right now
Silver Wheaton: The Breakfast of Champions - My favorite silver "miner" for a reason
Another Way to "Buy American" (Pan American Silver earnings) - Costs coming back under control
Kinross Takes its Medicine and Keeps Mining Gold - Kinross will be huge despite risks and challenges
Agnico-Eagle Will Shine in '09 - Checking in on earnings with my top pick for 2009
Calumet: 3 Strikes, You're Out!
Refining that Competitive Advantage - Holly is too often overlooked among refiners
$8.6 Trillion Was a Drop in the Bucket - Back when the tally was a measley $10.2 Trillion
Growing Gold Like a Cash Crop - Yamana's production and reserves report
Coal and the "Edward Scissorhands" Dilemma - To hedge, or not to hedge
Can Obamanomics Save Terex? - JOYG and BUCY recently received an upgrade... but not TEX!
The Midnight Ride of Patriot Coal - facing the same unfriendly regulatory environment as Massey
Several Angles on AngloGold Ashanti - With so many better options, I see no need to own AU
Geithner Can't Turn This GOLD to Lead - I've overlooked this terrific gold miner for too long
The Infrastructure Play You Shouldn't Ignore - I'm luke-warm on BIP
The Fourth Way to Invest in Gold - RGLD is a sweet and simple vehicle for gold exposure
Detecting Tremors in Natural Gas - Developing an investment thesis on DWSN