S&P 1987 Template for Commodities Post 2008

Back in 2009 I thought the best comparison to the 2008 crash in Commodities was the 1987 crash in stocks. These were crashes within secular bull markets. The template of the 1987 crash in stocks and ensuing recovery called...

6 Years and Counting: Why Investing in Commodities is STILL the Way to Go!

Back in 2005 I commented in an article that “my investment portfolio is almost exclusively invested in a basket of commodities (gold, silver, potash, uranium and crude oil) of which the bulk is precious metals.

More Bad Advice from the Mainstream

This time it's on inflation investing.....

Gold, Food, & Oil. Tactics Update

1.   For the past 6 months or so, I’ve tried to show the gold community the blood-relative link between GOLD and FOOD.  Here’s the wheat chart.  It’s been a cornucopia of profits for those who bought into the lows. ...

The Path to Hyperinflation

As we’ve discussed recently, persistent deflationary forces do not augur for a repeat of Japan circa 1990s or the US in the 1930s. Instead, because of the inability of governments to finance their current and future debt burden (there...

CRU’s Helen O’Malley Speaks Manganese

Source: Brian Sylvester and Karen Roche of The Gold Report 5/10/10 http://www.theaureport.com/pub/na/6252 “The price for manganese ore has recovered a lot more swiftly and strongly than we anticipated,” explains Helen O’Malley, a bulk manganese specialist with London-based CRU, adding:...

Commodity & Index ETF Trading Strategy

May 9, 2010 As we all know, last weeks stock market blip/mini crash was very emotional for those of you watching or trading it live. A lot of money changed hands last week and you either lost a bundle...

Gissen & Berol: Focusing on Capital Appreciation

Many investors have become impatient with waiting for returns over the long term. Encompass Fund Founders Malcolm Gissen and Marshall Berol say they still invest for the long term, but acknowledge that the long term is now shorter than...

Sovereign Debt Disaster Will Favor Hard Assets

In the event of a full-blown sovereign debt crisis, hard assets will become deeply desirable as one of the few “stores of value” left....

Norman Financial Weekly Analysis

As of Friday February 19th, gold is positioned in a rare setup that normally only comes along once or twice every 15-20 months......