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Jeremy Grantham has become a familiar and very popular face on this site. For those treasuring his insight, wisdom and prescient calls, the co-founder and chairman of Boston-based GMO has just published the 1Q 2011 edition of his newsletter. As the title above implies, his report discusses the effects of our dwindling natural resources on the prices of commodities in the context of a rising world population. [...] More on this topic (What's this?) Jeremy Grantham: Investment Outlook (April 2011) (GreenLightAdvisor Views, 4/25/11) Days of Abundant Resources and Falling Prices Are Over Forever (Wall Street Sector Selector, 4/30/11) A Look at Gold Prices from 1800 To 2011 and 10-Year Returns (Top Foreign Stocks, 10/30/11)
n this three-part interview, Marc Faber, editor of the “The Gloom Boom & Doom Report”, offers his views on how to tackle the U.S. budget deficit, as well as how that is affecting his U.S. investment strategy. He also discusses the outlook for the U.S. dollar and how that will impact the price of gold and silver. [...] More on this topic (What's this?) Investors Play Precious Metals as Market Insurance Policy (Money Morning, 4/20/11) How QE2 is Going to Change Silver Prices (Learn Mining News, 5/11/11) Sell Silver Coins Online (Learn Mining News, 4/8/11)
As commodity prices scale new peaks, some pundits are questioning whether the nascent bull is nearing a cyclical peak. Not yet, argues BCA Research in a recent research note. [...] More on this topic (What's this?) What the Next Decade Holds for Commodities (Money Morning, 1/20/12) Glencore IPO: Sign of a Commodity Top? (Wall Street Daily, 4/14/11) The Best Energy Trades for 2012: Part II (Wealth Daily, 12/10/11)
In this interview, Bill Fleckenstein of Fleckenstein Capital argues there is no such thing as good inflation and the Fed and government are out of control. [...]
“You’re supposed to buy low and sell high, not the other way around. Remember, you are an investor not a trader if you’re buying the Physical Silver Coins. Thus you have to be a “Value Investor”. And I am here to tell you there are no ‘Values’ in the Physical Silver Market, or any other Silver Market for that matter,” said Dian Chu in this guest contribution. Not quite my viewpoint, although a short-term correction looks likely. [...] More on this topic (What's this?) Why Silver is Going 368% Higher Than You Think (Investment U, 4/11/11) Gold & Silver Banker-Cartel Prolonged Price Suppression Has Set the Foundation for an Explosive M... (the Underground Investor, 1/17/12) Don't Miss Out as Silver Prices Surge to $150 an Ounce (Money Morning, 11/28/11)
In this video clip, Eurasia Group’s Ian Bremmer maps out the investing pitfalls of political unrest. [...] | ||||||||||||||||||||||||||||||||||||||||||||||
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