Commodities
The Golden Barbell
I don’t write this letter in a vacuum – thankfully my analysis and scrawlings are propped up and influenced by true giants in the … Read more
Farmland that pays a dividend
Before I reveal the name of this stock, I want to point out that buying a company with farmland in the mix is … Read more
Will silver now take the lead?
For the past two years, silver has traded at a discount to gold. Typically, gold sells for 55 times the price of silver, but since … Read more
If you haven’t yet bought gold
“Gold Loses Some Appeal”
That’s the headline from a story in The Wall Street Journal just a few days… Read more
Debt vs. Energy: the Battle of the Titans
There’s a hidden tug-of-war happening right this minute. On one side stands a massive and hugely popular contestant, with millions of fans and… Read more
An investment axiom 9 out of 10 investors don
If you haven’t already, I advise pouring yourself a strong cup of coffee to make it through today’s letter.
That’s because I’m going… Read more
What Oil Prices Are Saying
If you wanted to get a forecast of what U.S. economic growth will look like in 6 months, most people… Read more
When oil is cheap, buy these companies
It’s tempting to look at the price of a barrel of oil, or the price of a gallon of gasoline as a way to evaluate… Read more
Jim Rogers is bullish on agriculture
Okay, it’s not news that Jim Rogers likes agriculture. He’s taken every opportunity to tell anyone who will listen that he likes farmland, corn,… Read more