Newsletter December 31, 2009

Dec 17. 2009 (Businessweek) Investment Outlook
2010 By Lewis Braham -- "The Case for
Commodities" -Lewis Braham interviews WCOMX
portfolio manager Jim Llewellyn and others about
their investment outlook for 2010. "Llewellyn is also a
fan of natural gas. He favors Canadian gas players
such as Birchcliff Energy." ...Happy New Year.

See pages 78-80..pick up a copy today!

Oct 1, 2009 (CNBC.com) Which commodities would
you look at today with your last million
dollars?. "There's no question the US is vulnerable to
hyperinflation down the road or certainly the inflation
we saw in the 1970s, I would expect that to come back
in the foreseeable future, certainly in the next few
years," he said.

See 5 minute video on CNBC....

DOS PALOS, Calif. - The government is spending
$40 million in federal stimulus funds to pull water
from underground aquifers in drought-stricken
California, even as evidence is growing that the well-
drilling boom could degrade the quality of water
delivered to millions of residents. "We don't need any
more straws going down there 'cause we're already
doing a pretty good job of sucking it dry," said farmer
Dan Errotabere, who has dug three wells as deep as
1,200 feet to irrigate his tomatoes, almonds and garlic
in recent years.

"...we need a policy to protect ourselves from ourselves"

CARACAS, Dec 22 (Reuters) - Energy-squeezed
Venezuela on Tuesday ordered sweeping power cuts
in heavy industries, imposed limits on shopping
center hours and ordered billboard lights to go dark at
midnight, the president's office said. Venezuela orders
cuts in aluminum, steel output. Also effective Tuesday,
shopping centers would have to shut at 9 p.m. In
Caracas, some shopping centers have stayed open
hours later for pre-Christmas shopping.

Plans to cut electrical power use by 20%....

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