Over the last couple of years, consideration of the effect of climate change has become increasingly important in analyzing a company or market trend — particularly in the energy sector. For example, our very bearish view on the thermal coal producers in North America is due exclusively to the high levels of carbon dioxide that coal-fired power plants generate, and the widely held belief that these emissions contribute to global warming.

Bill Bonner, venerable voice of reason and co-author of The New Empire of Debt, brings a tongue-in-cheek look at inflation in the new U.S. economy for The Daily Reckoning, UK Edition.

Doug Casey and the editors at Casey Research are very skeptical that we are experiencing any sort of economic recovery. In our opinion, too many economic indicators are based on faulty data and optimistic assumptions. Our research suggests that a recovery isn’t sustainable yet. And with that, we lack the foundation needed to support the rapidly rising stock markets.

Alex Green, Chief Investment Strategist for Investment U, knows the dollar’s in the gutter and contrary to popular opinion, thinks it has nowhere to go but up.

Bill Bonner, writing for The Daily Reckoning, UK Edition, offers his commentary on everything from the bankers’ bonus tax to the future of emerging markets.

Marin Katusa and Marc Bustin, Editors of Casey’s Energy Report, bring their analysis for the future of this hot alternative energy resource.

David Fessler, Advisory Panelist for Investment U, looks at the state of alternative energy and why conventional experts may be wrong about the industry.

Justice Litle, Editorial Director of Taipan Publishing Group, offers his review of The Greatest Trade Ever by Gregory Zuckerman; the tale of John Paulson, who bucked convention and bet against the housing bubble.

Jeff Clark, Editor of Casey’s Gold & Resource Report, discusses the techniques of tracking gold:
While the dollar is likely to bounce at some point, making gold correct, the long-term fate of the dollar has already dried in cement. If the dollar were simply to return to its March 2008 low of 71.30 next year – a 4.6% drop from current levels – this would imply a rise in gold of 22.5% and a price of about $1,478 an ounce.

The long-term scenario is more dramatic. If you believe the dollar will lose half its value from current levels, this would imply a gold price around $4,164. If you believe it will lose 75% of its value, gold would reach about $5,642. Doug Casey has called for a $5,000 gold price; if he’s right, guess what that implies for the dollar?

Jeff Clark, editor for Casey Research, analyzes the current trends in gold, and how investors can benefit from the ‘Mania Phase’ of a commodity’s bull market.