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	<title>The Enlightened American &#187; NXG</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>
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		<title>Portfolio Performance +2.1% Through February 2009</title>
		<link>http://enlightened-american.com/2009/03/04/portfolio-performance-21-through-february-2009</link>
		<comments>http://enlightened-american.com/2009/03/04/portfolio-performance-21-through-february-2009#comments</comments>
		<pubDate>Thu, 05 Mar 2009 05:28:47 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Enlightened-American Portfolio]]></category>
		<category><![CDATA[Market Commentary]]></category>
		<category><![CDATA[junk bonds]]></category>
		<category><![CDATA[natural gas]]></category>
		<category><![CDATA[NXG]]></category>
		<category><![CDATA[oil]]></category>
		<category><![CDATA[US economy]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=316</guid>
		<description><![CDATA[Click here to view the spreadsheet containing all disclosures for my complete equity portfolio, including initial entry points, YTD returns, total returns, etc. THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: +2.1% YTD (including dividends) DJIA: -19.5% Nasdaq: -12.6% S&#38;P 500: -18.6% DJ WIlshire 5000: -17.8% Russell 2000 (smallcap): -22.1% Again this month, my posted portfolio shows [...]]]></description>
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		<slash:comments>4</slash:comments>
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		<title>The Invaluable Follies of 2008</title>
		<link>http://enlightened-american.com/2009/01/14/the-invaluable-follies-of-2008</link>
		<comments>http://enlightened-american.com/2009/01/14/the-invaluable-follies-of-2008#comments</comments>
		<pubDate>Thu, 15 Jan 2009 03:01:08 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Gurus]]></category>
		<category><![CDATA[Investment Strategies]]></category>
		<category><![CDATA[aem]]></category>
		<category><![CDATA[Benjamin Graham]]></category>
		<category><![CDATA[charlie munger]]></category>
		<category><![CDATA[CHK]]></category>
		<category><![CDATA[dvn]]></category>
		<category><![CDATA[HRZ]]></category>
		<category><![CDATA[iar]]></category>
		<category><![CDATA[NXG]]></category>
		<category><![CDATA[pds]]></category>
		<category><![CDATA[Seth Klarman]]></category>
		<category><![CDATA[tlm]]></category>
		<category><![CDATA[value investing]]></category>
		<category><![CDATA[Warren Buffett]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=285</guid>
		<description><![CDATA[Painful as it was, 2008 was an invaluable learning experience. That may be a gross understatement.  The investment turbulence of 2008 may have been a formative experience &#8212; one of those events that truly molds people and perspectives for a lifetime.  That I managed to only lose -15% vs. a 39% drop in the S&#38;P [...]]]></description>
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		<slash:comments>0</slash:comments>
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		<item>
		<title>DOA Dr. Copper part 2: Northgate Minerals (NXG)</title>
		<link>http://enlightened-american.com/2008/12/05/doa-dr-copper-part-2-northgate-minerals-nxg</link>
		<comments>http://enlightened-american.com/2008/12/05/doa-dr-copper-part-2-northgate-minerals-nxg#comments</comments>
		<pubDate>Sat, 06 Dec 2008 00:14:18 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Enlightened-American Portfolio]]></category>
		<category><![CDATA[Stock Research]]></category>
		<category><![CDATA[copper]]></category>
		<category><![CDATA[FCX]]></category>
		<category><![CDATA[freeport mcmoran]]></category>
		<category><![CDATA[gold]]></category>
		<category><![CDATA[northgate minerals]]></category>
		<category><![CDATA[NXG]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=272</guid>
		<description><![CDATA[See part 1 (Freeport McMoran FCX) here. Northgate Minerals also had a rough Q3: Gold production of 64.6k oz au fell 28% below projections.  Copper production @ 9.2M lbs was 41.3% lower than forecasted a quarter earlier.  While their flagship Kemess mine was the main culprit due to some operational issues (now resolved), all three [...]]]></description>
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		<slash:comments>0</slash:comments>
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		<title>DOA Dr. Copper part 1: Freeport McMoran (FCX)</title>
		<link>http://enlightened-american.com/2008/12/04/doa-dr-copper-part-1-freeport-mcmoran-fcx</link>
		<comments>http://enlightened-american.com/2008/12/04/doa-dr-copper-part-1-freeport-mcmoran-fcx#comments</comments>
		<pubDate>Thu, 04 Dec 2008 19:20:32 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Enlightened-American Portfolio]]></category>
		<category><![CDATA[Stock Research]]></category>
		<category><![CDATA[copper]]></category>
		<category><![CDATA[FCX]]></category>
		<category><![CDATA[freeport mcmoran]]></category>
		<category><![CDATA[gold]]></category>
		<category><![CDATA[northgate minerals]]></category>
		<category><![CDATA[NXG]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=273</guid>
		<description><![CDATA[Beware to those who ignore historical market cylicality.  I made two late-cycle investments in stocks heavily associated with copper and am paying for it now.  While I hardly bought in at the top, being early doesn&#8217;t feel much different from being wrong.  Unlike my previous blow-up with American Capital (ACAS), I do not believe the [...]]]></description>
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		<slash:comments>3</slash:comments>
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		<item>
		<title>Portfolio Performance: -13.6% YTD through Oct 2008</title>
		<link>http://enlightened-american.com/2008/11/03/portfolio-performance-136-ytd-through-oct-2008</link>
		<comments>http://enlightened-american.com/2008/11/03/portfolio-performance-136-ytd-through-oct-2008#comments</comments>
		<pubDate>Mon, 03 Nov 2008 17:29:45 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Enlightened-American Portfolio]]></category>
		<category><![CDATA[Gurus]]></category>
		<category><![CDATA[Market Commentary]]></category>
		<category><![CDATA[bill fleckenstein]]></category>
		<category><![CDATA[BP]]></category>
		<category><![CDATA[enlightened-american portfolio]]></category>
		<category><![CDATA[EWS]]></category>
		<category><![CDATA[GSK]]></category>
		<category><![CDATA[Marc Faber]]></category>
		<category><![CDATA[NOV]]></category>
		<category><![CDATA[NXG]]></category>
		<category><![CDATA[PBR]]></category>
		<category><![CDATA[RJA]]></category>
		<category><![CDATA[tlm]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=248</guid>
		<description><![CDATA[Click here to view the spreadsheet containing all disclosures for my complete equity portfolio, including initial entry points, YTD returns, total returns, etc. THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: -13.6% YTD (including dividends) DJIA: -29.7% Nasdaq: -35.1% S&#38;P 500: -34.0% DJ WIlshire 5000: -34.1% Russell 2000 (smallcap): -29.8% Ten months through the year and all I [...]]]></description>
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		<slash:comments>3</slash:comments>
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