Tag Archives: commodities

Rick Rule has invested in hundreds of public and private mining, drilling & farming ventures over his long career as a natural resources investor.

And he sees a very bright future ahead for commodities and the companies that produce them.

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Back in December, Saxo Bank’s Steen Jakobsen predicted a massive boom in commodity prices was dead ahead. Not many others shared that view back then.

But, boy, was he ever right.

Commodity prices have exploded in the five months since that interview was recorded.

And more important, in Steen’s eyes we ain’t seen nothin’ yet. He predicts commodity prices are going to continue heading higher, a LOT higher, from here.

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“Digitization and the online platform have become too successful. So much so that they have exceeded the capacity of [the world’s] physical structures to deliver to their success.”

Demand for commodities, tangible assets and the companies that mine, manufacture and transport them is about to blow sky-high predicts, Steen Jakobsen, Chief Economist and CIO at Saxo Bank.

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Jim Rogers is not only one of the most successful investors of our era, he’s also an avid scholar of history.

He looks into the future and sees a terrible reckoning ahead; one he predicts will be “the worst economic crisis of my lifetime” — and Jim is 78 years old.

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The scam enabled by today’s financial ““markets”” coupled with lots of easy cheap credit flowing to big monied interests is every bit as egregious as the company store of old; only today’s victims are mostly blind to the way that the system is rigged against them.

Run this scam long enough and one day we’ll discover that the banks and their proxy agents — private equity funds, hedge funds, endowments, and family offices, etc — own all of the productive farmland, all of the mines, all of the oil wells, all of the timberland, and every other means of primary wealth production.

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Believe it or not, the rock band Van Halen found a brilliant way to teach how having good indicators is key to achieving success.

This is extremely true for the world of investing, where you’re deploying capital based upon an expected future return. How do you determine when it’s a good time to enter into an investment? Once in it, how do monitor the conditions supporting your rationale for holding it — are those changing? And if so, are they getting better or worse? When should you exit the position?

For all of these questions, the better the indicators you use, the more accurate and informed your decision-making will be. And the better your returns as an investor will be.

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One of the most perplexing mysteries to us is that right as the Federal Reserve embarked on QE3 — which was a huge, enormous, $85 billion a month experiment — commodities began a multiyear decline within two weeks of that announcement. Concurrently, the world’s central banks plunged the world into steeply negative real interest rates, a condition that has almost always resulted in booming commodity prices — but not this time. Today, the ratio between commodity prices and equities is at one of, if not the most, extreme points in history.

To explain that gap, we talk this week with Brien Lundin, publisher of Gold Newsletter and producer of the New Orleans Investment Conference (where Chris and Adam are speaking on Oct 25-28):

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