Category: Resources Investing
The analysis published under this category are as follows.
Sunday, August 05, 2018
Time to Position for a Decade-Long Bull Market in Natural Resources / Commodities / Resources Investing
By: MoneyMetals
Mike Gleason: It is my privilege now to welcome in Samuel Pelaez, CIO and Portfolio Manager at Galileo Global Equity Advisors, a Canadian subsidiary of U.S. Global Investors. Sam manages Galileo's Growth and Income fund as well as the Technology and Blockchain fund and also follows the natural resource and gold mining space quite closely. And it's a real pleasure to have him on with us today.
Sam, thanks so much for the time and welcome.
Samuel Pelaez: Thanks, Mike. It's a great pleasure to join you. I think this is the first time.
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Saturday, February 24, 2018
How Global Growth and Infrastructure are Driving Commodities / Commodities / Resources Investing
By: Richard_Mills
The global economy is booming again after years in the doldrums, commodities are back in a big way, and metals prices are for the most part, way up.
In our last article showing how commodities are the place to be in 2018, we looked at five drivers: inflation, the low dollar, economic growth, the relative undervalue of commodities versus other sectors, and tightness of supply. This article expands on the economic growth argument, and explains how commodity prices are being moved by a bevy of infrastructure projects around the world – all demanding “yuge”, as Donald Trump would say, amounts of metals.
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Sunday, July 16, 2017
Emerging Markets & Basic Materials Stocks Breaking Out Together / Commodities / Resources Investing
By: Rambus_Chartology
While most members are focused on the precious metals ,I’ve been waiting patiently for two other sectors to setup a long term buy signal which I believe happened last week. I know you are well aware of my mantra that big consolidation patterns lead to big impulse moves. What’s pretty amazing is these 2 sectors have an almost identical long term consolidation pattern and are breaking out at the same time. It stands to reason that if the Emerging Markets are going to be strong then the Basic Materials sector should benefit as well.
Most like to look at the EEM, emerging market index, but there is another emerging market index which trades with much more volume, VWO which I will use in this post. Lets start with just a simple daily line chart for VWO which shows a H&S bottom in place and a breakout yesterday of the blue bullish rising flag. Keep those two patterns in the back of your mind when we look at the longer term charts.
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Friday, January 27, 2017
Basic Materials Stocks Sector Investing: Real Stuff Prices Are Rising / Commodities / Resources Investing
By: Rambus_Chartology
Tonight I would like to update the Basic Materials sector as this area now looks like it's ready to resume its bull market. Also with the stock markets breaking out today, especially the INDU, this adds another layer of confirmation that the breakout is the real deal. As we've discussed previously there are many big cap Dow stocks that make up the XLB, Basic Materials fund, and with the INDU making a new all time high today there will be some individual components making new all time highs as well.
Thursday, December 29, 2016
These Commodity Markets Resource Sectors Will Soar in 2017 / Commodities / Resources Investing
By: The_Gold_Report
A perfectly timed opportunity and a deep-value contrarian speculation are setting up in the resource sector, says Lior Gantz, editor of Wealth Research Group.
Friday, March 11, 2016
Blockbuster Uranium Call and Best Metal and Oil Plays / Commodities / Resources Investing
By: The_Gold_Report
The event-driven hedge fund Rosseau LP has beat its benchmark by over 50% since inception in 1998, and its founder and CIO Warren Irwin says it does so by going deep, looking at very specific events or situations that are special within industry sectors. Irwin made his name by shorting Bre-X some 20 years ago and hasn't looked back. In this interview with The Gold Report, Irwin gives us a peek into Rosseau's portfolio, discussing opportunities that he is excited about in metals, uranium and oil.
Tuesday, November 17, 2015
What Every Investor Needs to Know About the Diamond Market / Commodities / Resources Investing
By: The_Gold_Report
Investing in diamond equities is quite different from investing in gold equities, explains Matthew O'Keefe, vice president and senior analyst with Dundee Capital Markets, one of a handful of Canadian analysts covering the diamond space. O'Keefe says diamond deposits require "an order of magnitude" greater study than gold deposits in order to properly determine grade, and says diamond prices are almost exclusively driven by consumer demand. In this interview with The Gold Report, O'Keefe sheds some light on two undervalued diamond producers, as well as three promising developers.
Tuesday, June 02, 2015
How To Profit From A Bursting Bond Bubble / Commodities / Resources Investing
By: SecularInvestor
Recent economic data do not show much strength, at least not in the U.S. The Q1 Gross National Product in the U.S. pointed to an economic contraction of -0,7%. It was the second consecutive year in which the economic activity declined quarter-on-quarter. That has not happened since the credit crisis of 2008. Chart courtesy: Marketwatch.
Wednesday, May 06, 2015
Survival Guide for the Mother of All Commodity Bear Markets from Veteran Bottomfisher / Commodities / Resources Investing
By: Metals_Report
When North Americans wake up to the dangers of relying on China and Russia for essential metals like zinc, rare earths, antimony, niobium and scandium, the juniors now suffering with anemic stock prices could turn into cash producing machines worth writing home to mom about. In this frank assessment of everything from gold and diamonds to potash and zinc, Kaiser Research Online author John Kaiser names for The Mining Report readers the companies that could be swept up in a rush to security of supply.
The Mining Report: John, what are the global issues you are watching that could have an impact on commodities, particularly gold?
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Thursday, April 02, 2015
Signs of a Resource Sector Bottom / Commodities / Resources Investing
By: Casey_Research
By Doug Casey
Interviewed by Louis James, Editor, International Speculator
L: Well, Doug, we’ve seen another quarter of high volatility and significant world events. What strikes you as most important at present?
Doug: Everything is still held together with chewing gum and baling wire, for which I’m grateful, considering what’s coming. It’s very clear to me that the global economy is in very much the same space as it was in 2007—in other words, on the edge of a precipice.
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Wednesday, March 18, 2015
Why Goldman Sachs Is Wrong About Commodity Prices / Commodities / Resources Investing
By: Metals_Report
Goldman Sachs delivered a dire commodities outlook earlier this year, but RAB Capital Founder Philip Richards still sees compelling buying opportunities. In this interview with The Mining Report, Richards discusses his outlook for oil, gold, vanadium, zinc and nickel, and profiles companies with projects that will see the light of day even in harsh price environments. A few of these names have doubled in stock value in recent months, and still others look poised to deliver multiple returns on investment.
Thursday, January 01, 2015
Natural Resource investors Resolve to Do Better in 2015 / Commodities / Resources Investing
By: The_Gold_Report
As natural resource investors take stock of their 2014 portfolio shifts and make adjustments for 2015, The Gold Report quizzed top experts in the sector on what resolutions they are making and—perhaps more important—what steps they are taking to make sure they will stick to the hard choices they have vowed. We want to know if you are taking the same steps, have your own plan to make the most of whatever happens in the sector or just plain disagree. Please use the comment section to let us know what you will be investing in as we bravely face a new year.
Wednesday, August 13, 2014
Resources Stocks Where to Stash Your Money When Europe Heats Up? / Commodities / Resources Investing
By: The_Energy_Report
Under the cloud of a "colder war" with Russia, Europe is embarking on an energy renaissance. In this interview with The Mining Report, Casey Research energy expert Marin Katusa shares four junior names he thinks could profit from a move into modern energy production techniques, and one truly contrarian name for those expecting the worst.
The Mining Report: You've written about what you call a "colder war," where Russia takes advantage of its energy supply role to make deals with China and increase its power in the world. Was the downing of the Malaysian plane over the Ukraine a turning point in that war?
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Tuesday, April 01, 2014
Energy and Resources Boom Investing / Commodities / Resources Investing
By: Frank_Holmes
Commodity returns vary wildly, as experienced resource investors can attest and our popular periodic table illustrates. This inherent volatility can spell opportunity for the nimble investor who can look past the mainstream headlines to identify hot spots. Our global resources expert, Brian Hicks, CFA, identified four we believe are revved up for a resources boom.
Monday, March 17, 2014
Aging Stocks Bull Market Is Igniting Commodity Sectors Rally / Commodities / Resources Investing
By: Money_Morning
Peter Krauth writes: Markets clearly move in cycles, and commodities are no exception.
In fact, resources as an asset class are prone to the most extreme examples...
The good news is that recognizing and embracing these boom/bust cycles can make for huge profits.
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Tuesday, February 25, 2014
Why the Resource Supercycle Is Still Intact / Commodities / Resources Investing
By: Casey_Research
By Rick Rule, Chairman and Founder, Sprott Global Resource Investments Ltd.
Natural-resource-based industries are very capital intensive, and hence extremely cyclical. It is not unreasonable to say that as a natural-resource investor, you are either contrarian or you will be a victim. These markets are risky and volatile!
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Friday, February 14, 2014
Food, Water and Fuel Are Necessary to Life and Investors / Commodities / Resources Investing
By: The_Energy_Report
Likening central banks to "your crackhead cousin" running loose with your American Express platinum card, Bob Moriarty sees serious economic threats in the future. This leads the owner of 321energy to look at resources like food, water and energy for protection and profit. He tells The Energy Report where energy opportunities exist, and why Chinese demand for everything will set prices in the future.
Wednesday, December 25, 2013
Leading Indicators from the Superstars of Resource Investing 2014 / Commodities / Resources Investing
By: The_Gold_Report
Knowledge is money in resource investing. That is why The Gold Report reaches out to the top experts in the sector all year long to bring you their best investing ideas. For this special year-end feature, we asked some of your favorite thought leaders about the tools they use to spot trends and make those important buy-sell decisions. What are the early indicators that gold will rise, plummet or coast sideways? Is it Federal Reserve bond buying? China's growth rate? Lipstick sales? You may be surprised by the answers.
Monday, October 14, 2013
QE Tapering and Natural Resource Myths / Commodities / Resources Investing
By: Casey_Research
The Gold Report: Why is the theory of tapering or turning quantitative easing (QE) off a myth, and who really benefits from QE?
Rick Rule: My view—as an investor, not an economist—is that QE is misnamed. I think it's another way of saying counterfeiting. It exists in large measure because we're running a trillion-dollar deficit and, while we can hoodwink investors into funding two-thirds of it, we need to print away the last third.
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Friday, September 13, 2013
Resources Investing Lessons Learned / Commodities / Resources Investing
By: Marin_Katusa
A natural-resource insider asking who Lukas Lundin is would be like a Brit asking who the current queen of England is. You just know.
Fact is, there is no stronger figure in the resource sector than Lukas, who heads the Lundin Group of Companies founded in 1971 by the late Adolf Lundin, Lukas's father and a veritable legend in the sector.
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