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	<title>The Enlightened American &#187; Pundits</title>
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	<link>http://enlightened-american.com</link>
	<description>One person's quest to make sense of a senseless American economy and society.</description>
	<lastBuildDate>Wed, 08 Feb 2012 22:59:49 +0000</lastBuildDate>
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		<title>Gold Unloved Even Among Some Bulls</title>
		<link>http://enlightened-american.com/2009/02/03/gold-unloved-even-among-some-bulls</link>
		<comments>http://enlightened-american.com/2009/02/03/gold-unloved-even-among-some-bulls#comments</comments>
		<pubDate>Wed, 04 Feb 2009 02:49:52 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Gurus]]></category>
		<category><![CDATA[Pundits]]></category>
		<category><![CDATA[Worth Reading (links to articles, etc.)]]></category>
		<category><![CDATA[gold]]></category>
		<category><![CDATA[Marc Faber]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=300</guid>
		<description><![CDATA[Today&#8217;s Financial Times features an amusing John Dizard piece which captures much of my sentiment on gold, a sentiment that can be summed up as intensely pragmatic and completely unimpressed with any supposed intrinsic value the metal may contain. After poking a little at gold bugs, Dizard makes the immensely sensible recommendation to hold off [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2009/02/03/gold-unloved-even-among-some-bulls/feed</wfw:commentRss>
		<slash:comments>1</slash:comments>
		</item>
		<item>
		<title>Commodities Bubble or A Wall of Worry?</title>
		<link>http://enlightened-american.com/2008/03/10/commodities-bubble-or-a-wall-of-worry</link>
		<comments>http://enlightened-american.com/2008/03/10/commodities-bubble-or-a-wall-of-worry#comments</comments>
		<pubDate>Mon, 10 Mar 2008 01:38:00 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Market Commentary]]></category>
		<category><![CDATA[Pundits]]></category>
		<category><![CDATA[commodities]]></category>
		<category><![CDATA[commodities bubble]]></category>
		<category><![CDATA[emerging markets]]></category>
		<category><![CDATA[US dollar]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/blog/?p=106</guid>
		<description><![CDATA[John Authers of the Financial Times penned a decent article over the weekend on the possible explanations for the commodities &#8220;bubble.&#8221; It&#8217;s worth popping over there and reading the whole thing but he sums up his three explanations of the commodities run-up as follows: If the &#8220;consumer demand&#8221; explanation is right, then you should not [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2008/03/10/commodities-bubble-or-a-wall-of-worry/feed</wfw:commentRss>
		<slash:comments>1</slash:comments>
		</item>
		<item>
		<title>Recovering From Surgery</title>
		<link>http://enlightened-american.com/2008/03/04/recovering-from-surgery</link>
		<comments>http://enlightened-american.com/2008/03/04/recovering-from-surgery#comments</comments>
		<pubDate>Tue, 04 Mar 2008 17:37:00 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Market Commentary]]></category>
		<category><![CDATA[Pundits]]></category>
		<category><![CDATA[commodities]]></category>
		<category><![CDATA[gold]]></category>
		<category><![CDATA[wall of worry]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/blog/?p=102</guid>
		<description><![CDATA[Still recovering from surgery so sorry for the lack of updates over the last week or so. I haven&#8217;t been able to do any sustained research so mostly keeping up with the daily newspapers and reading some books. Interesting to see the commodities market action. We constantly hear about the &#8220;wall of worry&#8221; that stock [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2008/03/04/recovering-from-surgery/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>No Value Added</title>
		<link>http://enlightened-american.com/2008/02/26/no-value-added</link>
		<comments>http://enlightened-american.com/2008/02/26/no-value-added#comments</comments>
		<pubDate>Tue, 26 Feb 2008 17:31:00 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Market Commentary]]></category>
		<category><![CDATA[Pundits]]></category>
		<category><![CDATA[Federal Reserve]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/blog/?p=101</guid>
		<description><![CDATA[I recently made a resolution to stop focusing so much on what delusional pundits, authorities, and the like say in the media. It&#8217;s not productive (except as a gauge on sentiment), my portfolio has performed quite well ignoring their hallucinatory ramblings and I&#8217;m not sure why I should get so riled up over mass cluelessness. [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2008/02/26/no-value-added/feed</wfw:commentRss>
		<slash:comments>1</slash:comments>
		</item>
		<item>
		<title>Selling Naked Puts: Bad for Your Portfolio?</title>
		<link>http://enlightened-american.com/2008/02/25/selling-naked-puts-bad-for-your-portfolio</link>
		<comments>http://enlightened-american.com/2008/02/25/selling-naked-puts-bad-for-your-portfolio#comments</comments>
		<pubDate>Mon, 25 Feb 2008 19:51:00 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Investment Strategies]]></category>
		<category><![CDATA[Pundits]]></category>
		<category><![CDATA[naked puts]]></category>
		<category><![CDATA[options]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/blog/?p=100</guid>
		<description><![CDATA[Maybe so, according to Steven Sears of Barron&#8217;s. He put out a piece last week on options strategies and how retail investors can be duped into risky strategies by shucksters. One of the strategies he implicitly poo-poohs is selling naked puts: &#8220;It gets better. He said he even heard one claim a few years ago [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2008/02/25/selling-naked-puts-bad-for-your-portfolio/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Interesting article on the US$ reserve status</title>
		<link>http://enlightened-american.com/2008/02/15/interesting-article-on-the-us-reserve-status</link>
		<comments>http://enlightened-american.com/2008/02/15/interesting-article-on-the-us-reserve-status#comments</comments>
		<pubDate>Fri, 15 Feb 2008 22:42:00 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Gurus]]></category>
		<category><![CDATA[Market Commentary]]></category>
		<category><![CDATA[Pundits]]></category>
		<category><![CDATA[US dollar]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/blog/?p=99</guid>
		<description><![CDATA[Nice little UBS research note published on Barron&#8217;s website discussing the dollar&#8217;s resemblance to the sliding sterling in the early 20th century. I have to agree with this article for the most part. I haven&#8217;t discussed this aspect much lately but despite my bearishness regarding the US dollar, I do not expect the armageddon type [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2008/02/15/interesting-article-on-the-us-reserve-status/feed</wfw:commentRss>
		<slash:comments>2</slash:comments>
		</item>
		<item>
		<title>The Futility of Financial News?</title>
		<link>http://enlightened-american.com/2008/02/06/the-futility-of-financial-news</link>
		<comments>http://enlightened-american.com/2008/02/06/the-futility-of-financial-news#comments</comments>
		<pubDate>Wed, 06 Feb 2008 19:41:00 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Market Commentary]]></category>
		<category><![CDATA[Pundits]]></category>
		<category><![CDATA[Stock Research]]></category>
		<category><![CDATA[BHP]]></category>
		<category><![CDATA[housing bubble]]></category>
		<category><![CDATA[media]]></category>
		<category><![CDATA[RTP]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/blog/?p=95</guid>
		<description><![CDATA[Here&#8217;s another humdinger: according to Bloomberg (via BTV), Rio&#8217;s rejection of BHP Billiton&#8217;s bid has led to speculation about other mining takeovers. The news anchor then cited the rise in other &#8220;takeover speculation&#8221; mining stocks like Barrick Gold, Newmont Mining, Goldcorp, Kinross Gold as evidence of this speculation. Let&#8217;s be clear &#8212; BHP&#8217;s bid for [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2008/02/06/the-futility-of-financial-news/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Bob Heller: Wrong, Wrong, Wrong</title>
		<link>http://enlightened-american.com/2008/01/22/bob-heller-wrong-wrong-wrong</link>
		<comments>http://enlightened-american.com/2008/01/22/bob-heller-wrong-wrong-wrong#comments</comments>
		<pubDate>Tue, 22 Jan 2008 19:57:00 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Market Commentary]]></category>
		<category><![CDATA[Pundits]]></category>
		<category><![CDATA[Federal Reserve]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/blog/?p=92</guid>
		<description><![CDATA[Bob Heller, a former Fed official, just popped on Bloomberg and stated that the Fed messed up the economy, get this, by raising interest rates too high and wrecking the housing market. I try not to get too belligerent when pointing out these foolish pundits but this guy must be an ABSOLUTE IDIOT. Remember, this [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2008/01/22/bob-heller-wrong-wrong-wrong/feed</wfw:commentRss>
		<slash:comments>2</slash:comments>
		</item>
		<item>
		<title>Now They Really Don&#8217;t Know What They&#8217;re Talking About!</title>
		<link>http://enlightened-american.com/2008/01/04/now-they-really-dont-know-what-theyre-talking-about</link>
		<comments>http://enlightened-american.com/2008/01/04/now-they-really-dont-know-what-theyre-talking-about#comments</comments>
		<pubDate>Fri, 04 Jan 2008 16:44:00 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Market Commentary]]></category>
		<category><![CDATA[Pundits]]></category>
		<category><![CDATA[China]]></category>
		<category><![CDATA[inflation]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/blog/?p=82</guid>
		<description><![CDATA[Bloomberg&#8217;s Open Exchange is interviewing Jonathan Lewis, head of some firm which I&#8217;m sure manages billions of dollars for someone or other. Most readers of the blog know my pet peeve regarding talking heads who espouse boneheaded strategies and/or outlooks. But this guy Lewis seems to have his data wrong as well. He just mentioned [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2008/01/04/now-they-really-dont-know-what-theyre-talking-about/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Matt Simmons on Bloomberg @ 2PM pst</title>
		<link>http://enlightened-american.com/2008/01/02/matt-simmons-on-bloomberg-2pm-pst</link>
		<comments>http://enlightened-american.com/2008/01/02/matt-simmons-on-bloomberg-2pm-pst#comments</comments>
		<pubDate>Wed, 02 Jan 2008 20:19:00 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Pundits]]></category>
		<category><![CDATA[Matt Simmons]]></category>
		<category><![CDATA[peak oil]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/blog/?p=80</guid>
		<description><![CDATA[For any of the peak oil skeptics, I&#8217;d highly recommend tuning into Bloomberg&#8217;s Open Exchange program today at 2pm PST and listening to Matt Simmons. He is the author of Twilight in the Desert and one of the best speakers on this subject. If you do tune in, be prepared for actual hard data, not [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2008/01/02/matt-simmons-on-bloomberg-2pm-pst/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
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