Commodities

  • 09 Jan
    Why This Metal Is A Good Buy Now

    Why This Metal Is A Good Buy Now

    • I’ll describe the nickel supply and demand environment, which is now getting interesting.
    • This also creates an interesting risk reward investment situation.



    Introduction

    In the last two years, you’ve seen me be extremely bullish on copper and zinc. In the last year and a half, copper prices are up more than 50% while zinc prices are up more than 100%. Was my past analysis just a lucky guess or real knowledge? If there had been a global recession, I would have been dead wrong but there was a significant probability that both metals would rise and I was able to see that because investing in commodities is relatively easy. More →

  • 01 Jan
    Here’s How To Invest In Commodities In 2018

    Here’s How To Invest In Commodities In 2018

    • Commodities should be an essential part of a portfolio going into 2018.
    • I’ll discuss the risks and rewards scenarios that will help you better assess portfolio exposure.
    • Some commodities have better risk reward ratios than others.



    Introduction

    Today, I’ll continue with my discussion on how to prepare an all-weather portfolio for 2018. No one knows what will happen this year, therefore it’s best to be prepared for anything with careful risk reward portfolio allocations.

    In this article, we’ll dig deeper into commodities as they are supposed to do well in an environment of economic growth, especially if there is inflation. More →

  • 27 Dec
    Why You Need Gold Miners In Your Portfolio In 2018

    Why You Need Gold Miners In Your Portfolio In 2018

    I recently wrote about how gold is an essential part of a portfolio. However, today I want to dig deeper into what kind of gold investments could be the best fit your portfolio because it’s all about your personal preferences and every gold miner is different.

    Let’s start with the basis of gold in an all-weather strategy.



    Gold As Part Of An All-Weather Strategy

    There are two macroeconomic environments where gold as a hedge does well: when there is inflation, and especially when there is an economic slowdown and inflation. More →

  • 23 Nov
    The Stock Market Will Crash In 2018 – Here’s What Could Trigger It

    The Stock Market Will Crash In 2018 – Here’s What Could Trigger It

    • All indicators show a stock market crash is imminent, but what will the trigger be?
    • I’ll discuss what can happen and how bad it could get.
    • As for the timing of it, the best thing is to be prepared for anything.



    Introduction

    To see whether the stock market will crash in 2018 or not, we have to first see what makes a stock market crash and the best way to do that is to look at the 2001 and 2008 market crashes because the financial environment prior to those crashes resembles the current market environment. More →

  • 21 Nov
    Worried About The Current Financial Environment? Here’s What You Need To Know

    Worried About The Current Financial Environment? Here’s What You Need To Know

    • Today, we’ll discuss the sustainability of developed financial systems as they are now.
    • We’ll also take a look at the much talked about Chinese slowdown.
    • I’ll finish with a take on gold and what could happen.



    Introduction

    In today’s article, I’ll discuss the financial environment we are living in.

    It’s very important to see the fundamental trends and forces surrounding what looks like a stable and strong financial system. The fundamental forces are crucial because in the long term, those forces eventually prevail and have a huge impact on all financial assets. More →

  • 03 Nov
    This Stock Could See A Fivefold Increase In Price, But The Risks Are Huge

    This Stock Could See A Fivefold Increase In Price, But The Risks Are Huge

    Being a value growth investor, I’d recommend a stock that has a strong margin of safety—thus little chance of permanent capital loss—while also having huge upside coming from market recognized or unrecognized catalysts.

    There are some investments out there where the potential loss is total while the potential upside is extremely high. I wouldn’t call these investments, and only would recommend one as it’s more like a bet.

    To keep things interesting, today I want to share with you such a bet by discussing a non-linear stock with out of the box thinking management, McEwen Mining (NYSE: MUX). MUX will give you a clue as to how I research potential investments and analyze their risk reward ratios.



    McEwen Mining

    MUX is a producing, developing, and exploring gold/coper miner. Currently, it produces only gold, so the market puts it into the gold miners basket. Nevertheless, it has 3 producing mines in Ontario, Mexico, and Argentina, two gold mines in development, and various exploration targets. More →

  • 23 Oct
    This Is How You Get Returns Over 1,000%

    This Is How You Get Returns Over 1,000%

    • There are many examples of simple investments that returned more than 1,000%, some even 10,000%, over the last few decades.
    • In order to take advantage of such investments, you have to look at the extremes of what could happen in the next few years that aren’t included in the current economic models that use statistical averages.
    • Statistical averages are what you have to look for to protect you from negative surprises and open your portfolio to extremely positive surprises.



    Introduction

    A friend of mine just sold his home in Central London for 2.4 million pounds which is an average price in London. However, what’s interesting is that he bought the property in 1996 for just 160,000 pounds. In just 20 years, the value of his London property increased 15 times.

    Another example I have is from a recent WSJ article where a Park Avenue penthouse is selling for about $18 million. The funny thing is that the property was empty for 27 years as it was owned by the Former Republic of Yugoslavia which also allows us to know what the purchase price was in 1975. The purchase price was $100,000. In 40 years, the value of this property in New York increased 180 times. More →

  • 13 Oct
    Cocoa Prices Are Low, But Should You Invest?

    Cocoa Prices Are Low, But Should You Invest?

    • Cocoa prices are at multi-year lows.
    • I’ll analyze the supply and demand situation to see if there might be profit opportunities.
    • A cocoa ETF isn’t the only way to profit form cocoa.



    Introduction

    Investing in commodities is relatively easy compared to other stocks.

    As an example, to profitably invest in Apple (NASDAQ: AAPL), you should be able to estimate iPhone sales for the next few years. What’s difficult is that there are a myriad of factors that influence iPhone sales. More →

  • 09 Oct
    Put A Ring On It – Why It Might Be Time To Invest In The Diamond Industry

    Put A Ring On It – Why It Might Be Time To Invest In The Diamond Industry

    • Diamond producers expect a supply gap to form from 2019 onwards, which is a great fundamental indicator.
    • However, the current environment isn’t the best, and has made miners cheap. Many of them are down more than 30% this year.
    • I’ll discuss mining costs, risks and rewards, how to invest, and analyze I’ll two miners.




    Introduction

    A recent Bloomberg article described how diamond stocks have performed extremely badly in the last year. More →

  • 05 Oct
    The Electric Vehicle Trend Will Be Explosive – Here’s How To Profit On It

    The Electric Vehicle Trend Will Be Explosive – Here’s How To Profit On It



    • The latest news surrounding the electric vehicle market is extremely positive.
    • However, not every related investment will do well. We’ll discuss car manufacturers, graphite, cobalt, nickel, copper, and lithium.
    • There’s one way to profit from the growing trend that carries little risk, is already profitable, and definitely offers high upside in the next decade.

    Introduction

    We all know transportation will be electric in the future. However, this doesn’t mean that every investment in the sector is a smart investment.

    A great example of how investments in hot trends can work out is Amazon (NASDAQ: AMZN), and this example is the best-case scenario out there. More →

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