1: Has to do with ore grades and peak oil.
2: Again, related to peak oil, and oil's relationship to nearly *everything* else, including, fascinatingly, the exponential rise in the human population. Peak oil is a big story, and is intentionally being kept out of the spot light.
3: The Silver Institute is a good starting place.
4: That phrasing was intentional, as not sure how to succinctly express it. Basically it has to do with "resource scarcity". Here's an introduction http://www.m2i.nl/images/stories/m2i material_scarcity report.pdf
James Dines & Chris Martenson have talked about this, Stephen Leeb has written "Red Alert", just published, and recently done some great interviews here on KWN & Financial Sense & RT's "Capital Account". There's an abundance of material on this. Jeremy Grantham published two letters this year about this, here's Part 2 http://www.gmo.com/websitecontent/JGLetter_ResourceLimitations2_2Q11.pdf
You'll need to look for Part 1, as I can't easily find a link for it, now.
And by saying "well grounded in the fundamentals", I mean that as you have so immersed yourself in it, spent time researching it, cross-referencing, double-checking (eg. the oft-repeated myth about 100:1 silver leverage), etc, that it becomes second-nature to you. In contrast, just because someone has a great memory and can parrot answers to any question, you can't infer that they are "well grounded in the fundamentals". If you are "well grounded", then that will govern your emotional responses.
2: Again, related to peak oil, and oil's relationship to nearly *everything* else, including, fascinatingly, the exponential rise in the human population. Peak oil is a big story, and is intentionally being kept out of the spot light.
3: The Silver Institute is a good starting place.
4: That phrasing was intentional, as not sure how to succinctly express it. Basically it has to do with "resource scarcity". Here's an introduction http://www.m2i.nl/images/stories/m2i material_scarcity report.pdf
James Dines & Chris Martenson have talked about this, Stephen Leeb has written "Red Alert", just published, and recently done some great interviews here on KWN & Financial Sense & RT's "Capital Account". There's an abundance of material on this. Jeremy Grantham published two letters this year about this, here's Part 2 http://www.gmo.com/websitecontent/JGLetter_ResourceLimitations2_2Q11.pdf
You'll need to look for Part 1, as I can't easily find a link for it, now.
And by saying "well grounded in the fundamentals", I mean that as you have so immersed yourself in it, spent time researching it, cross-referencing, double-checking (eg. the oft-repeated myth about 100:1 silver leverage), etc, that it becomes second-nature to you. In contrast, just because someone has a great memory and can parrot answers to any question, you can't infer that they are "well grounded in the fundamentals". If you are "well grounded", then that will govern your emotional responses.
