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GLG News by Copper Pricing Trend Experts

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Jack LiftonSeptember 1, 2008
Recalls: The True Costs of Outsouricng Both The Part And The Quality Control
Analysis of: GM recalling 944,000 vehicles | www.forbes.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
The Detroit Three followed the lead of Jacques Nasser at Ford in the early 1990s and began to eliminate internal supplier quality management and PPAP, production parts approval processes. After internal engineering supplier monitoring had been made into a supplier self approval regime came the outsourcing...
Jack LiftonAugust 29, 2008
Bob Lutz Seems to Have Learned Doublespeak From George Orwell. Failure is Success, Says Lutz.
Analysis of: Carmakers Deserve Loan Guarantees, G.M. Official Says | www.nytimes.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
On what basis do OEM American carmakers deserve federal loan guarantees? Is it because their legacy costs weren't their own fault? Is it because they made lower quality vehicles than their foreign competitors? Is it because they sent American jobs overseas so that the unemployed workers they created...
Jack LiftonAugust 26, 2008
Minor Metals Markets Are Not Transparent And Hedging Non Exchange Traded Metals Requires Great Skill
Analysis of: Can One Man’s Actions Take $6 Billion In Value Out Of A Minor Metal Market In A Month? | www.resourceinvestor.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
End users of minor metals for critical purposes, i.e., for purposes that are not economically or technologically possible without a particular minor metal, can hedge the required supply of metal by financing the producer's output, through offtake agreements, for example, and by being the buyer of last...
Jack LiftonAugust 20, 2008
Have Chrysler's Cereberus Accountants Uncovered Systemic Fraud In The OEM Automotive Supplier Cost-Cutting Agenda, Or Is It Just Hypocrisy They Have "Found"?
Analysis of: Chrysler Sues Johnson Controls For $15M In Overcharges | online.wsj.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
In just this year Cerberus' accountants may have inadvertently exposed the seamy side of cost cutting in the American OEM automtoive industry: 1. Overcharging by non-competitive politically correct suppliers, 2. Underbidding by suppliers desparate to keep their own factories open, and now 3. Short-weighting...
Jack LiftonAugust 18, 2008
Is Palladium Overpriced Even At Less Than $300/Ounce?
Analysis of: Timminco CEO Blamed For Norilsk Woes | www.financialpost.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
If we believe the news out of Russia then there must be palladium aplenty residing in the vaults of, or under the control of, Norilsk, the world's largest palladium producer.
Jack LiftonAugust 14, 2008
Why Is GM Trying To Develop An Unproven Technology. Lithium, While Its Chief Rival Ramps Up Production Of A Proven Technology That GM Was The First To See And Rejected, Nickel Metal Hydride?
Analysis of: Hybrid race heats up for carmakers | www.ft.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
General Motors may not actually have a plan to compete with Toyota in the hybrid market. General Motors engineering and purchasing was disastrously shortsighted in the late 1990s and early 2000s, and its product planning group remains so even now. All of GM's product planning and sourcing errors were...
Jack LiftonAugust 13, 2008
The Age of Dollar Priced Metals Is Drawing To a Close and Perspective is The Key To Objectivity
Analysis of: Metals prices dive as dollar rallies | business.timesonline.co.uk
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Is it ridiculous to assume that a marked change in the value of the US dollar in relation to the resource backed currencies of all or even some of the BRAC countries, Brazil, Russia, Australia, and Canada, will not affect the immediate dollar price of the natural resources produced in...
Jack LiftonAugust 12, 2008
Gold Has Become Just A Symbol Of Wealth Rather Than Intrinsic Wealth. The Possession Of And The Production Of Energy Is The Wealth Of Nations.
Analysis of: Stocks Gain as Oil’s Fall Continues | www.nytimes.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Gold has no utilitarian value whatsoever. Oil, however, is intrinsically the single most valuable commodity in the world and will remain so until the production of electric energy and the fueling of ordinary passenger and freight carrying vehicles in a nation no longer uses more oil than that nation...
August 11, 2008
How little Mr Stein knows
Analysis of: What's so bad about foreign oil? | www.latimes.com
Author: William Faris, Director of Sales and Distribution, Xpediair, Inc.
Strategic implications for foreign oil mean that the US needs to get more control of its apetite for this essential commodity. The university teaches other courses beyonf econ 101 which Mr Stein needs to study before he embarks on such very thin ice. Oil is essential to this economy and as such it can...
Jack LiftonAugust 8, 2008
Mercedes May Cancel Hybrid SUV Plan, Because It Can't Get Nickel Metal Hydride Batteries. What Happened To Lithium?
Analysis of: Mercedes May Cancel Hybrid SUV Plan Due To Chevron Dispute | www.informationweek.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Mercedes is leading the green charge in European luxury cars. It is bringing its Bluetec diesel engines to the market to improve fuel efficiency and lower emissions for its premium cars. Mercedes also keeps talking about a plug-in hybrid using a 'lithium' battery that is supposed to be coming soon....

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