Macro Research

The major theme that has captured the global markets is the Coronavirus.

Coronavirus is already having ramifications for many commodities. The oil market has done a complete reversal in the span of 40 days. Liquified Natural Gas (LNG) has been decimated. This presents opportunities for crisis investing.

2019 was a tale of 2 worlds. Niche metals like vanadium and cobalt took it hard on the chin. Meanwhile oil, soft commodities and precious metals rocketed higher.

I believe in an open market… But I also believe that if we are all playing the same game (the stock market) both the longs and shorts should be playing by the same set of rules.

The basics of going long and selling short are as follows: A long position means you own a stock, so you make money when the stock rises.

We’re now entering the alligator investor’s favorite season. It’s one where a government law allows us to pick up shares on the cheap.

It’s a landmark moment in an investor’s career when he/she realizes that, much like a powerful river, volatility can be harnessed, directed, and used as a tool.

He’s experienced a life most can only read about or dream about. Yet, today you’ll read about the actual relationship between Doug Casey and I. And is the first time something like this is being published - ever.

These are the early innings of something extraordinary. Gold and silver have been hot in 2019, no doubt.