Just a few weeks ago investors were fretting about another downturn in Europe’s economy. We, on the other hand, argued that it was far too soon to begin writing off the continent. Sure enough, we’ve since been treated to new data that supports our bullish case. Read more about A Clean Bill of Health 07-24-174
The PIIGS are back in the news…well some of them anyway. PIIGS, you’ll recall, that unflattering acronym, stands for the quintet for Portugal, Italy, Ireland, Greece and Spain—eurozone nations beset with the greatest financial difficulties in the past few years.
Read more about PIIGS Fall From the Sky 07-10-14
A strong jobs report out today provides just the latest confirmation that the U.S. economy is back on track after an exceedingly weak first quarter. Faster growth is welcomed news for commodities of all stripes, and which has helped to push our stocks to an average gain of around 16 percent in the first half of this year, more than double the performance of the broad market.
This issue we introduce to you a play on base metals, particularly zinc. Soaring demand and a dearth of new mine supply expected to come on line means zinc prices could double in just the next few years. Our pick is North America’s largest and one of the world’s lowest-cost refiners of zinc. The company is well on its way to earning a pretty penny this year and next, and while the stock has moved higher in recent months, it still does not fully reflect what’s in store for investors. Read more about A New Base Metal Pick
After a long slumber, precious metals are starting to come to life again. Yesterday, our junior gold and silver stocks soared, on averaged more than 7 percent on the day. Yet these remain the early days for both the metals and the miners. This issue we reexamine the compelling case for silver and conditions that stand to ignite a bull market of epic proportions in this largely forgotten metal.
The issue also looks at one the world’s most successful investors and his massive bets on commodities. He recently announced a desire to double his commitment in this area. His focus deserves your attention. Check it out. Read more about Precious Metals Awakening