Below are articles that Pinetree believes investors may find valuable regarding the sectors we are invested in. Time to Wake Up: Days of Abundant Resources and Falling Prices are Over Forever Jeremy Grantham GMO Quarterly Letter April 2011 Summary: The world is using up its natural resources at an alarming rate, and this has caused a permanent shift in their value. We all need to adjust our behaviour to this new environment. It would help if we did it quickly.