PIIGS Fall From the Sky 07-10-14

The PIIGS are back in the news…well some of them anyway. PIIGS, you’ll recall, that unflattering acronym, stands for the quintet for Portugal, Italy, Ireland, Greece and Spain—eurozone nations beset with the greatest financial difficulties in the past few years.

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July 4, 2014

A New Base Metal Pick

A strong jobs report out today provides just the latest confirmation that the U.S. economy is back on track after an exceedingly weak first quarter. Faster growth is welcomed news for commodities of all stripes, and which has helped to push our stocks to an average gain of around 16 percent in the first half of this year, more than double the performance of the broad market.

This issue we introduce to you a play on base metals, particularly zinc. Soaring demand and a dearth of new mine supply expected to come on line means zinc prices could double in just the next few years. Our pick is North America’s largest and one of the world’s lowest-cost refiners of zinc. The company is well on its way to earning a pretty penny this year and next, and while the stock has moved higher in recent months, it still does not fully reflect what’s in store for investors. Read more about A New Base Metal Pick

Best of Both Worlds 06-26-14

Yesterday we got a revised look at the U.S. economy that showed for the first quarter the biggest contraction in five years. The last comparable decline occurred at the depths of the Great Recession. Read more about Best of Both Worlds 06-26-14

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June 20, 2014

Precious Metals Awakening

After a long slumber, precious metals are starting to come to life again. Yesterday, our junior gold and silver stocks soared, on averaged more than 7 percent on the day. Yet these remain the early days for both the metals and the miners. This issue we reexamine the compelling case for silver and conditions that stand to ignite a bull market of epic proportions in this largely forgotten metal.

The issue also looks at one the world’s most successful investors and his massive bets on commodities. He recently announced a desire to double his commitment in this area. His focus deserves your attention. Check it out. Read more about Precious Metals Awakening

Crude Catching Fire 06-12-14

Crude oil is shaping up to be the big story in commodities in 2014, with prices notching a three-year high today. Indeed, oil stands to be the big story everywhere this year. Read more about Crude Catching Fire 06-12-14