The Price of Commodities In our last blog, we talked about the value of the US dollar as compared to the price of commodities. Somehow economists and people are not relating the relentless increase in the price of pretty well all commodities to the fall in the US dollar. If you listen to some of… Continue reading Where is investment money currently flowing to? Silver, Silver, and Silver
Tag: Buy and Hold
Commodities & the Decline of the the TSXV – A Perspective
A Reprint of a View on the Commodities Market The following is reprinted from Pinnacle Digest. It is a perspective on how to view the current Junior Resources market. The message is that in this era of fear and uncertainty, a longer term perspective helps you understand the opportunities. Article Reprint from the Pinnacle Digest… Continue reading Commodities & the Decline of the the TSXV – A Perspective
The European Debt Crisis – An Understanding of Common Currencies & Common Control
The European Debt Crisis We have an interesting scenario unfolding in Europe. In order to understand the situation there, one must understand political speak. Political speak is bowing to the demands of vocal parts of the voting population, while at the same time pursuing economic goals and controls that are consistent with the needs of… Continue reading The European Debt Crisis – An Understanding of Common Currencies & Common Control
The Attractiveness of Gold Investments & Analysts’ Projections
The Attractiveness of Gold In a recent blog, I suggested that patience and technical indicators were key in buying gold. I suggested that the moment had not yet arrived to make this investment again. This week there were announcements from Bankers in parts of the world that they were adding to their gold purchases. Bankers… Continue reading The Attractiveness of Gold Investments & Analysts’ Projections
A Look at Poor Returns from Large Cap Fund Managers
In this blog, we quote part of the December 2011 newsletter from Absolute Return Partners LLP. In their newsletter they review reports on the performance of Fund Managers from many countries, and conclude that for the most part, even the most famous fund managers, over a sustained period, are not worth investing with. Our view… Continue reading A Look at Poor Returns from Large Cap Fund Managers
The Future of the Stock Market
Fear Of Where the Stock Market is Headed Today, there is much fear. Many pundits over the last 3 years have prophesied the DOW falling to a fraction of its current level. We hear figures quoted for the DJIA of as low as 5,600 from its current levels of 11,000+. There are proponents of Wave… Continue reading The Future of the Stock Market
Investing Diversification is Reducing Risk – China Means Increasing Risk
Diversification in Your Portfolio A Supposed Truism – “Mitigate Risk by Investing in Different Sectors” We are constantly barraged with advice from our financial advisors insisting that the way to make money and to minimize risk, is to widen your scope of investing. We are constantly advised that having a percentage of your portfolio in… Continue reading Investing Diversification is Reducing Risk – China Means Increasing Risk
Which Stocks to Invest In & How Important is the Risk Factor
Recent Weakness in Stock Prices If you read the newspapers, or if you look monthly at your portfolio statements, you will be aware that there has been quite a softening in the stock market. In particular, the stock price of banks, financial institutions and energy companies have somewhat softened. The price of juniors has also… Continue reading Which Stocks to Invest In & How Important is the Risk Factor
The Commodity Cycle & the New York Hard Asset Show
The New York Hard Asset Show Each year I attend the New York Hard Asset show in early May. As the name suggests, it is a gathering of people that think investments in paper currency are less preferable than investments in hard assets. The gathering is a mix of Letter Writers trying to illustrate their… Continue reading The Commodity Cycle & the New York Hard Asset Show
Silver is HOT, The World Looks a bit Rocky.
Maybe it’s time to Consider Some Safety. We have talked often about where we believe the next wave of wealth is coming from. It is resources, precious metals, base metals, commodities, food, rare earths and so on. It is different way of thought than the tried and true. Historically Safe Investments Historically people moved to… Continue reading Silver is HOT, The World Looks a bit Rocky.