Commodities

The Market That Really Matters

Apr 6th, 2012 | By | Category: Commodities, Currencies, Featured
Would You Like a Beer With That Haircut? What if we had the following economic system? This system would shower the globe with free goods day and night, asking nothing and giving nearly everything. Most of what it generated would be free goods, and every living person would have access. Anyone who amassed ...read more


The Coming Rout in Stocks, Bonds, Commodities, Gold and Silver

Mar 11th, 2011 | By | Category: Commodities, Featured, Gold, Macro Economics, Personal Investing
There’s a scenario that could play out between May and September in which commodities (including my beloved silver) and the stock and bond markets could all sell off between 20% and 40%. The trigger will be the cessation of QE II and a multi-month pause before QE III. This is a ...read more


Gold, Silver, Copper, Nickel and the Slow Death of Money

Feb 16th, 2011 | By | Category: Commodities, Currencies, Featured, Gold
A huge opportunity to hedge against both inflation and deflation is lying out there in the open. There are no transaction costs and right now there’s even a built-in discount. But most people will never realize any of this. In 1933 President Franklin Delano Roosevelt signed Executive Order 6102, which made ...read more


How to Profit When Big Oil Bets on Natural Gas

Sep 20th, 2010 | By | Category: Commodities, Energy, Featured
Royal Dutch Shell said that by 2012 it expects more than half of its output will be natural gas — not oil. That is as if Starbucks said it expects to sell more tea than coffee. Yet this is not unusual for Big Oil these days. In fact, most are making ...read more


Why You Should Buy What Brazil Needs

Aug 11th, 2010 | By | Category: Commodities, Featured, International
Stefan Zweig pegged it right after all. In the late 1930s, the Austrian playwright and writer sought relief from war-torn Europe and settled in Brazil. He loved it. In 1941, he moved there and wrote his book Brazil: Land of the Future. Brazil, he thought, “was destined to become one ...read more


Potential 101% Gains in Canola Farming

Jul 19th, 2010 | By | Category: Commodities, Featured, Personal Investing
In the course of my never-ending quest for investment ideas and insights, I come across all kinds of quirky opportunities. In particular, I’ve long searched for different ways to get involved in farming. I’d like to tell you about one such opportunity — in Saskatchewan canola production. But first, a brief ...read more


How to Invest in What China Really Needs

Jun 16th, 2010 | By | Category: Commodities, Featured, Personal Investing
There must be more communists in Berkeley than in Beijing. That thought crossed my mind as we swept through Beijing’s wide streets, crowded with cars and lined with tall modern buildings. A more bustling capitalistic city would be hard to imagine. I think most Americans would be shocked to see Beijing ...read more


The Agricultural Investment You Need to Make Right Now

Jun 14th, 2010 | By | Category: Commodities, Featured, Personal Investing
The appeal of farmland as an investment is pretty clear in a market in which clarity on anything is hard to find. It starts with one basic premise: The global population is expected to reach 8 billion by 2030. There are certain inevitable outcomes we can take from this. The ...read more


Potash, China and the Fire Under Agricultural Commodity Prices

May 26th, 2010 | By | Category: Commodities, Featured, Personal Investing
There are factors building up pressure under the price of other commodities. Demand for food is growing and set to explode. Smart investors will be properly positioned to take advantage when agricultural commodity prices skyrocket. One of the first things people change as they emerge from poverty is their diet. They ...read more


Contrarian Climate Change

Jan 22nd, 2010 | By | Category: Commodities, Featured
Some people say they’re contrarian and some people really are contrarian. We just got off an hour long phone call with our friend and Strategic Investment editor Jim Davidson. Our pen literally ran out of ink during the call. Here are some excerpts from today’s chat. “The earth is not getting ...read more