Indium and Touch Screens

Whenever I read about high technology, I am always fascinated by the exotic materials that are required. In the article I have linked to below, the discussion surrounds Indium-Tin Oxide(ITO) and its use in touch screens. Amazingly ITO conducts electricity but is also transparent to light. Two qualities that don't often occur together. My interest in Indium comes from my interest in South American Silver which holds a large chunk of the World's indium supply.

Link to the New Scientist Article...
http://www.gizmodo.com.au/2010/10/10-years-to-save-the-touchscreen/

Link to the SAC website...
www.soamsilver.com

A few previous SAC posts from my blog (mostly interview links)...

http://www.stockhouse.com/Blogs/ViewDetailedPost.aspx?p=109362
http://www.stockhouse.com/Blogs/ViewDetailedPost.aspx?p=108730
http://www.stockhouse.com/Blogs/ViewDetailedPost.aspx?p=108577

Rare Earth Elements...

The geopolitics continue. In the course of some research I came across an interesting fact... "China produces more than 95 percent of these minerals right now, it has only 36 percent of the world’s reserves". To me this does not bode well for a long term supply dominated by China. Oddly enough, with several good future domestic supply sources, the US is making high level overtures to Australia. And Japan? They are doing the same thing with Vietnam. Was Vietnam even on anyone's reserve list? I see two things here. Japan is looking to lock Vietnam into long term supply contracts like China does with oil (note that I don't this helps the junior REE stocks...these REEs will be off spot). Japan is also trying to organize Asian countries as a trade block to counter "Chinese Diplomacy". Anyhow some interesting reading you might not have seen...

http://www.telegraph.co.uk/news/worldnews/asia/japan/8080321/Japan-turns-to-Vietnam-to-mine-rare-earth-minerals-vital-to-electronics.html
http://www.bloomberg.com/news/2010-11-06/u-s-australia-to-discuss-supplies-of-rare-earth-minerals-clinton-says.htm
http://www.foreignpolicy.com/articles/2010/06/15/are_rare_earth_minerals_actually_rare
(This last article is by Jack Lifton... a REE expert...and note that he owns V.GWG or did the last time I checked his blog)

Keynes vs. Hayek

I have a very infantile sophomoric sense of humor... but this is both funny and intelligent. If you know anything
about Keynesian economics vs. the Austrian school you'll like this video. If you've never heard of these guys it's
a great intro. Give the video a minute or two... it is nothing like you've likely seen before.

http://organizationsandmarkets.com/2010/01/26/keynes-vs-hayek-rap-battle/