Welcome to perspective

I began to listen to a message on a good investment site and was drawn into a long, quiet lecture that fully earns a giant OMG.  (Click on title)

The Middle East is far more complex that we thought, we being those outside the government who are, apparently, running around in a panic.  Here is a list of topics

1.  Sunni v. Shia (the return of the Ottoman Empire?)

2.  Tupi oil field

3.  China is planning to increase use of uranium TEN times.  (OK, that is not 10%, it is 1000%)  The rest of the world is close behind in a buidling spree. 

All the information makes sense and is known. The key here it all the diverse trends, seemingly so, have been tied together.  The consultant expects a war in the Middle East, and we are preparing for it, but it is not directed at us.

History shows a tremendous lift in oil  prices even with mild news. (Author predicts $220 in the coming year) In Brasil, the new Tupi oil find holds more oil than the middle east or Russia.  It is there all the deep water drilling rigs are going after the idiocy in the Gulf and the adminsitrations playing high school student council with oil drilling controls.

Finally, not only is urnanium logical, it will be HUGE and SOON.

Get a beer and listen to the talk.