Recommended Reading

REPORTS

"On the Industry Concentration of Actively Managed Mutual Funds", M. Kacperczyk, C. Sialm & L. Zheng, August 2005.

"Structural Changes In Molybdenum Demand", Dennis Battrum, March 27, 2007.

BOOKS

General

The Richest Man In Babylon, George S. Clason, 1991

Stock Market Logic: A Sophisticated Approach To Profits on Wall Street, Norman G. Fosback, 1998

One Up On Wall Street: How To Use What You Already Know To Make Money In The Market, Peter Lynch, 2000

When Genius Failed: The Rise and Fall of Long-Term Capital Management, Roger Lowenstein, 2001

Conquer the Crash: You Can Survive and Prosper in a Deflationary Depression, Robert R. Prechter, 2003

Irrational Exuberance, Robert J. Shiller, 2001

Irrational Exuberance: Second Edition, Robert J. Schiller, 2005

The Coming Generational Storm: What You Need to Know about America’s Economic Future, Laurence J. Kotlikoff, 2005

Energy

The Long Emergency, James Howard Kunstler, 2005

Twilight in the Desert: The Coming Saudi Oil Shock and the World Economy, 2005, Matthew R. Simmons, 2005

Beyond Oil: The View from Hubbert’s Peak, 2005, Kenneth S. Deffeyes, 2005

The Coming Oil Crisis, C. J. Campbell, 2004

Sleeping with the Devil: How Washington Sold Our Soul for Saudi Crude, Robert Baer, 2003

The Party’s Over: Oil, War and the Fate of Industrial Societies, Richard Heinberg, 2003

Hubbert’s Peak: The Impending World Oil Shortage, Kenneth S. Deffeyes, 2003

The Oil Factor: How Oil Controls the Economy and Your Financial Future, Stephen Leeb and Donna Leeb, 2004

Out of Gas: The End of the Age of Oil, David Goodstein, 2004

Gold & Precious Minerals

Gold Wars: The Battle Against Sound Money As Seen From A Swiss Perspective, Ferdinand Lips, 2002

What Has Government Done To Our Money?, Murray N. Rothbard, 1990

The Dollar Crisis: Causes, Consequences, Cures, Revised And Updated, Richard Duncan, 2003

Financial Reckoning Day: Surviving The Soft Depression Of The 21st Century, William Bonner, 2003

The Coming Collapse Of The Dollar And How To Profit From It: Make A Fortune By Investing In Gold And Other Hard Assets, James Turk and John Rubino, 2004

Tomorrow’s Gold: Asia’s Age of Discovery, Marc Faber, 2002

WEBSITES

www.prudentbear.com
www.pimco.com
www.kitco.com
www.gold-eagle.com
www.321gold.com
www.321energy.com
www.dowtheoryletters.com
www.financialsense.com
www.simmonsco-intl.com
www.gloomboomdoom.com
www.richebacher.com

TOOLS

www.globefund.com
www.morningstar.ca
www.bloomberg.com
www.bigcharts.com
www.stockcharts.com