Commodity Prices

Yesterday I urged you to sell Treasuries. And my timing couldn’t have been better. Just hours after I made my announcement, a … Read more

The Central banks and the International Monetary Fund (IMF) just reported sales of 94.5 metric tons of gold over the past year.

While that’s about half of America’s annual… Read more

It’s not often you get a chance to buy a commodity for the less than the price you’d pay during the Carter Administration. That’s how… Read more

The next payment will go out to shareholders of record as of September 30^th, with the actual check going out on October 15^th. So… Read more

Most investors can’t be bothered to buy physical gold. And I can’t blame them.

It can be expensive and confusing to find the… Read more

Today I want to talk about a metal that gets little love or attention in the mainstream media – until it dramatically increases in … Read more

For some industries – like shipping – oil prices are one of the biggest cost inputs. Other industries, like…oh say, online publishing, are somewhat… Read more

I’ve written about unpopular, unloved and/or ignored commodities before – like lead, uranium, alcohol and farmland – even marijuana.

We can argue about the merits and drawbacks of… Read more

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