Kipp, thanks for posting links to Don's monthly conf calls. I really enjoy listening to him. Though he is quite fluent and inspires a strong following among investors (particularly commodities investors), I'm typically somewhat befuddled by much of what he has to say. For instance the meaning of some terms he uses is not intuitively obvious, like "backwardation". What the heck is that? Sounds awful, like negative growth and non-progressive (sort of like a Bush-or-Quayle misuse of a word), but what is really meant by it?
Best Regards, and Thanks again for posting,
Steve ('peeker)
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