Tag Archives: copper

Jim Rogers stealing my thunder? GOLD!

I can’t help but admire anyone who rides a bike for long distances, and Jim Rogers is one of those who takes the cake. I met him in Scotland at the Chartered Financial Analysts Institute’s Annual Conference (2010). Although my … Continue reading

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Global resources boom imminent!

“The global demand for resources is beginning to improve, the Far East is growing again, and over the past years, commodity prices are heading in the right direction – as is to be expected at the start of a global … Continue reading

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When to rotate into cyclicals? NOW!

I’ve been preaching for decades (and discussed in both my books ad nauseum) that the right thing to be doing at any point in time is the exact opposite of what everyone else is doing.  If it’s a difficult thing to … Continue reading

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How I predicted the decline in GOLD price!

The gold price has declined from the roughly $1750 level back in February to less than $1550 (more than 10% in 3 months).  It could be a screaming buy, but I’d discourage anyone from jumping in at this juncture.  What … Continue reading

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Why invest in resources if China is slowing?

Commodity prices lead economic data – they plummeted in anticipation of the current doldrums, and are now rising ahead of a global recovery. On October 24th, 2011 I posted the following: “Look for commodity stocks to continue to bounce in … Continue reading

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Global Markets, Commodities? – Disaster of Biblical Proportions?

There’s no shortage of examples in recent months (last few years actually) that everything ‘financial’ has gone topsy turvy. The flurry of gold companies introducing dividends is a case in point. After all, interest rates in North America are so … Continue reading

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Time to buy base metals says expert!

Okay perhaps not such an ‘expert’ but I do believe it’s time we let Europe deal with its own financial woes and begin making sensible bets again. The global economy is chugging along (with a broadly based earnings recovery in … Continue reading

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