When it comes to the investment markets, a small investor has no effect on asset prices. Even the buying and selling of a wealthy individual with $200 million has no effect on stock and bond markets. The guy with $200 million is a mouse when it comes to the elephants. (6 minute read).
Two major stories were about one of the biggest economic revolutions of our time… and they have major investment implications. One from a country and one from an automaker. (5 minute read).
I’m openly doubting Friedland’s copper demand projections, but I’m not betting against him. Even if my conservative forecast is right, copper is going much higher over the long term. (5 minute read).
This week, the Indonesian government and major miner Freeport McMoRan reached a “settlement” where Freeport’s ownership stake in the colossal Grasberg mine will be reduced drastically. Call this how you want, but I call it nationalization. (5 minute read).
Readers of my premium research service have known about this company for many months. But I’m sharing details on it – to a broad audience for the first time – with no strings attached. (6 minute read).
Copper has rallied off its 2015 lows and I believe this rally will turn into a long period of rising copper prices. To show you why, I’ll cover both supply and demand. (7 minute read).
During the first half of 2017, oil and gas stocks were among the market’s worst performers. But over the last week, we saw that oil and gas stocks are still vulnerable to waves of selling that sent many big names to 52 - week lows. (5 minute read).
If Big Oil companies want to be seen as steady dividend payers for years into the future, they are going to need to become Big Green. They are going to have to get into solar, wind, and hydroelectric energy in a big way. (6 minute read).
Rather than look for more in jungles or frozen tundra, gold miners will do the smart thing. They’ll search for gold in the stock market… and go on a buyout binge of companies with proven reserves and smaller miners. (5 minute read).
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