Why Commodities Are Poised for Their Biggest Rally in 50 Years

By David Forest February 2, 2019                         Justin’s note: Today, we hand the reins to Casey Research’s in-house commodities expert, David Forest, who says commodities are primed for an explosive bull run. In fact, as you’ll see, this could be their biggest rally in 50 years… and now is the time to take advantage. Read on to get all the details, including a “one-click” way to get exposure today. By David Forest, editor, International Speculator It’s the most important chart in the resource space today… And it’s telling us that commodities are primed for their biggest rally of the last 50 years. Why is this the best setup for commodities in half a century? • Take a look below… The chart I’m referring to tracks the S&P GSCI – which tracks prices for 24 commonly traded commodities – relative to the S&P 500. We’ve labeled a few important events on it… When the blue line on the chart is rising, commodities are getting more expensive relative to the S&P 500 – a good proxy for the U.S. stock market. When the line is falling, commodities are getting cheaper relative to stocks. As you can see, when commodities are at historic lows relative to stocks [green circles on the chart], it’s been a great time to buy. For instance, two entry points for investors in the past were in 1971 – after we went off the gold standard – and in 1999, at the … Continue reading

Investment Experts Discuss the Opportunities With Stock Warrants

Editors Note from Dudley Pierce Baker Founder – Editor http://CommonStockWarrants.com http://JuniorMiningNews.com   Rarely do I see others in the investment business discussing stock warrants, sad but true. So I was delighted to recently come across the Q&A below with Marin Katusa and Doug Casey. I have taken the liberty of inserting my personal comments into their discussion but otherwise their entire Q&A is presented below. _____________________ Katusa’s Investment Insights March 2, 2018 Massive Investment Mistakes and Lucrative Opportunities: Q&A with Doug Casey By Marin Katusa Editor’s Note: Marin Katusa recently had a question and answer workshop with legendary speculator Doug Casey at the 2018 Vancouver Resource Investment Conference. Below, you’ll find the first of their two-part interview series. Marin Katusa: So, Doug Casey, you have been there and done that, now you’re writing books about fiction. Is that because you’re going insane or what’s going on? Doug Casey: Look, the reason I’m writing these novels… first, Speculator, about the mining business and you guys are basically here about the mining business… you should read that book, Speculator. And of course, now, Drug Lord which came out last year where I show that you could be a good guy and be a drug lord. Of course this year we’re going to complete Assassin which is perhaps topical because there are all kinds of anti-thought people that have actually said they want to kill Trump so we’re looking at the history and the techniques and the morality and the practicality of political … Continue reading

Doug Casey on Crisis Investing in Brazil

Editors Note from Dudley Pierce Baker http://CommonStockWarrants.com “One of my top picks has a Brazilian gold property which should be in production in 2018. The shares and warrants have been under pressure recently but I see that potential for outrageous gains of 1,000%, 2,000% or more in the next few years.”   Justin’s note: Brazil is in crisis once again. This time, Brazil’s president, Michel Temer, has been accused of corruption, bribery, and obstruction of justice. When news of this scandal broke, it triggered a huge selloff in Brazilian stocks. The iShares MSCI Brazil Capped ETF (EWZ), which tracks Brazil’s stock market, plummeted 18% in one day. It was the fund’s worst day since the 2008 financial crisis. Most investors now want nothing to do with Brazilian stocks. But we’re not like most investors. We understand crises can actually lead to huge moneymaking opportunities. Casey Research founder Doug Casey has made millions investing in crisis-stricken markets like Brazil. So I immediately called up Doug after I read this story. Below is a transcript of our conversation… Justin Spittler: Doug, what do you make of Brazil’s latest crisis? Do you see a crisis investing opportunity shaping up there? Doug Casey: I’m not sure I’m interested in putting money there right now. But I am interested in Brazil. As a matter of fact, as I speak to you right now, I’m out in the countryside of Uruguay, next door to Brazil. All these Latin American countries, quite frankly, are very problematical. They’re … Continue reading

Doug Casey’s Top Two Ways to Store Wealth Abroad

Doug Casey’s Top Two Ways to Store Wealth Abroad By Nick Giambruno Nick Giambruno: For centuries, wealthy people have used international diversification to protect their savings and themselves from out-of-control governments. Now, thanks to modern technology, anyone can implement similar strategies. Doug, I’d like to discuss some of the basic ways regular people can internationally diversify their savings. For an American, what’s the difference between having a bank account at Bank of America and having a foreign bank account? Doug Casey: I’d say there is possibly all the difference in the world. The entire world’s banking system today is shaky, but if you go international, you can find much more solid banks than those that we have here in the US. That’s important, but beyond that, you’ve got to diversify your political risk. And if you have your bank account in a US bank, it’s eligible to being seized by any number of government agencies or by a frivolous lawsuit. So besides finding a more solid bank, by having your liquid assets in a different political jurisdiction you insulate yourself from a lot of other risks as well. Nick Giambruno: Moving some of your savings abroad also allows you to preempt capital controls (restrictions on moving money out of the country) and the destructive measures that always follow. Doug Casey: This is a very serious consideration. When the going gets tough, governments never control themselves, but they do try to control their subjects. It’s likely that the US is going … Continue reading

A Corporate Debt Crisis Is Underway… And Nobody Cares

A Corporate Debt Crisis Is Underway… And Nobody Cares By Justin Spittler Investors no longer give a damn. That might sound harsh, but when things are this backwards, you have to tell it like it is. You see, I read something recently that disturbed me. I had to pinch myself to make sure I wasn’t dreaming. It was an article I recently stumbled upon in Bloomberg. In it, the author explained how U.S. companies are issuing debt at breakneck speed. You see, U.S. companies have already issued more than $360 billion worth of investment-grade bonds just this year. Corporate America is now on pace to issue the most investment-grade debt in the first quarter since 1999. I don’t have to remind you how that ended… But here’s the really crazy part… Investors are lining up around the block to buy these bonds. If you read yesterday’s Dispatch, you know where I’m going with this. In short, the bond market is unraveling. This isn’t some conspiracy theory. It’s a fact. And yet, investors are buying bonds by the fistful. These people don’t understand how much danger they’re in. Hell, they don’t even know what they’re buying anymore. I’ll explain why in a second. But first, let’s be clear about what “investment-grade” means. • Investment-grade bonds are bonds issued by companies with good credit… They’re the best corporate bonds money can buy. Investors like them because they’re supposedly “safe.” Conventional wisdom says you can own them and sleep well at night. At least, … Continue reading

This Sector Is Set to Deliver 20-to-1 Returns… and That’s Just From the “Bad” Companies

This Sector Is Set to Deliver 20-to-1 Returns… and That’s Just From the “Bad” Companies By Nick Giambruno “It was the single most important financial event of my career.” That’s what my friend Rick Rule of Sprott Global recently told me of his experience in the uranium market. Rick was referring to Paladin Energy, a uranium company that leaped from one penny to $10 per share during uranium’s last bull market. That’s a 1,000-fold increase. In other words, a $1,000 investment could have exploded into $1 million. Even the worst-performing companies in the uranium sector delivered 20-to-1 returns. Uranium can deliver these almost unbelievable returns because of unique supply-and-demand quirks that create colossal bull and bear markets. Here’s a quick rundown… and a closer look at how uranium’s coming bull market could hand you these kinds of life-altering profits. The 1950s Uranium Bull Market Uranium cycled through its first bull market in the 1950s. This bull was mainly driven by the nuclear arms race between the US and the Soviet Union. Back then, the only practical way an investor could get exposure was through uranium exploration companies trading on small regional stock exchanges, like the one in Salt Lake City (which closed in 1986). Those who did made a bundle. The Late 1970s Uranium Bull Market The uranium price increased more than tenfold during this bull market… from $3 to $43. Some uranium stocks shot up by a factor of 100. Greater nuclear power use was the main driver. It … Continue reading

Doug Casey on the Single Wisest Thing You Can Do With Your Money

    Published February 25, 2017 Editor’s note: Over the next two days, we’re featuring timeless wisdom from Casey Research founder Doug Casey. Today, he shares the No. 1 thing you can do with your money to take control of your life and prosper in the years to come.     There’s a great deal more to becoming rich than buying the right investments and hoping for the best. The most important element in your strategy to win the battle for investment survival is your own psychology. You’ve heard that your attitude helps your health and your golf score; it’ll also improve your earning power. It’s not enough to liquidate your past financial mistakes. It’s more important to liquidate counterproductive attitudes, approaches, and methods of dealing with problems. The results that someone gets in life are an indication of how sound his approach toward life is. A sound philosophy of life gives good results. People with chaotic, unproductive, unhappy lives usually don’t have anyone to blame but themselves. They rarely have a strategy for living and thus have no foundation on which to build a strategy for investing. There’s plenty of good advice available on the subject. Marcus Aurelius’ Meditations, Ben Franklin’s autobiography, Norman Vincent Peale’s Power of Positive Thinking, Frank Bettger’s How I Raised Myself from Failure to Success in Selling, and Maxwell Maltz’s Psycho-Cybernetics are all helpful. One of the important things about the Greater Depression is that it will give you a chance to put your philosophy of life to the test. Almost … Continue reading

Northern Dynasty – US Congressional Committee calls on EPA Administrator to withdraw Pebble Project veto

February 22, 2017   Editors Note from Dudley Pierce Baker http://CommonStockWarrants.com This company Press Release is out after the markets close today and after the shares and warrants have been punished badly of late. Perhaps this news will give some relief, we shall see …… February 22, 2017 Vancouver, BC – Northern Dynasty Minerals Ltd. (TSX: NDM; NYSE MKT: NAK) (“Northern Dynasty” or the “Company”) announces that the US House Committee on Science, Space and Technology has called on the new Administrator of the US Environmental Protection Agency (“EPA”) to rescind the federal agency’s 2014 regulatory action under Section 404(c) of the Clean Water Act to pre-emptively veto Alaska’s Pebble Project. A February 22, 2017 letter to EPA Administrator Scott Pruitt from Committee Chairman Lamar Smith states: “The Committee recommends that the incoming Administration rescind the EPA’s proposed determination to use Section 404(c) in a pre-emptive fashion for the Pebble Mine in Bristol Bay, Alaska. This simple action will allow a return to the long-established Clean Water Act permitting process and stop attempts by the EPA to improperly expand its authority. Moreover, it will create regulatory certainty for future development projects that will create jobs and contribute to the American economy.” Since 2014, Northern Dynasty and its 100%-owned subsidiary Pebble Limited Partnership (“Pebble Partnership”) have advanced a multi-prong strategy — including litigation, Congressional outreach, independent investigations, among other initiatives – to encourage EPA to withdraw its unprecedented regulatory action against Pebble. The Congressional Science, Space and Technology Committee has held … Continue reading

Donald Trump, Saudi Arabia, and the Petrodollar

Donald Trump, Saudi Arabia, and the Petrodollar By Nick Giambruno February 22, 2017 Obama pulled out his veto pen 12 times during his presidency. Congress only overrode him once… In late 2016, Obama vetoed the Justice Against Sponsors of Terrorism Act (JASTA). The bill would allow 9/11 victims to sue Saudi Arabia in US courts. With only months left in office, Obama wasn’t worried about the political price of opposing the bill. It was worth protecting Saudi Arabia and the petrodollar system, which underpins the US dollar’s role as the world’s premier currency. Congress didn’t see it that way though. Those up for reelection couldn’t afford to side with Saudi Arabia over US victims. So Congress voted to override Obama’s veto, and JASTA became the law of the land. The Saudis, quite correctly, see this as a huge threat. If they can be sued in US courts, their vast holdings of US assets are at risk of being frozen or seized. The Saudi foreign minister promptly threatened to sell all of the country’s US assets. Basically, Saudi Arabia was threatening to rip up the petrodollar arrangement, which underpins the US dollar’s role as the world’s premier currency. Donald Trump and the Saudis Unlike every president since the petrodollar’s birth, Donald Trump is openly hostile to Saudi Arabia. Recently he put this out on Twitter: Dopey Prince @Alwaleed_Talal wants to control our U.S. politicians with daddy’s money. Can’t do it when I get elected. The dopey prince that Trump is referring … Continue reading

Northern Dynasty | Valentine’s Day Massacre 2017

February 15, 2017 Dudley Pierce Baker http://CommonStockWarrants.com   Northern Dynasty Minerals, NDM.TO and NAK, has treated shareholders and warrant holders extremely well over the last 6 months or so with gains of 500% and much more for the stock warrants of up to 2,000%. That all changed on February 14, 2017, Valentine’s Day. Briefly, due to a hack job by a New York based hedge fund and short seller,  the shares and warrants plunged at one time around 40% before slightly recovering. On February 15th the shares and warrants made some very modest gains. Below, I am sharing with you the analysis of our friends at The Casey Report for the details and particulars of what happened. But first, I found interesting that while the shares were plunging on Valentine’s Day, two of the company’s insiders were actually buying shares in the open market. Insider Reporting: On February 14th, Northern Dynasty Minerals Director Steven Ashby Decker acquired 20,000 Common Shares on a direct ownership basis at a price of US$2.435 through the public market on February 14th, 2017. This represents a $63,763 investment into the company’s shares and an account share holdings change of 18.2%. In addition, Director Desmond Balakrishnan acquired 7,900 Common Shares on a direct ownership basis at a price of $3.000 through the public market. This represents a $23,700 investment into the company’s shares and an account share holdings change of greater than 100%. The question now for investors is whether Northern Dynasty’s shares or stock warrants … Continue reading