Great commentary by Eric Nutall at NinePoint Partners: So what did they say? It turns out the press conference was more of a promotional event for the upcoming (?) IPO’ing of Saudi Aramco than being effective at clearing up the ...
If you are a true contrarian investor than mining companies have to look compelling at these low valuations. Making a long-term bull case for miners, Bernstein Research analyst Paul Gait said the sector is being valued at a 100-year low. ...
Joseph Schachter on BNN talks about risk premium being applied to oil markets. Prices will be determined by how long it takes to get Saudi oil facilities back online. Canadian oil and gas to benefit due to security of supply. ...
I talk a lot about using second level thinking in investing and speculating. In fact I addressed this in this weeks “Reality Check”. What do I mean when I say this? Most people look at a situation and the obvious ...
Great article by Chris Martenson of Peak Prosperity on why owning hard assets; gold, oil, farmland, cashflowing real estate, etc.. One of the themes Chris touches on in his various articles at his site is the idea of perpetual compounding ...
As I have stated many times I like to try and follow billionaire investor Charlie Munger’s advice, “I believe in the discipline of mastering the best that other people have ever figured out. I don’t believe in just sitting down ...
I am a big fan of the free commentary natural resource investors Goehring & Rozencwajg put out. I have recommended people subscribe to their free quarterly reports which are full of deep research into commodity and natural resource markets. Back ...
Many people take for granted the modern lifestyle and conveniences provided by our current energy production and delivery system. You expect that when you awake in the middle of the night to use the bathroom and flip a light switch ...
Investing using the CAPE Ratio to identify undervalued stockmarkets continues to produce profits. I have talked in the past about how I use the cyclically adjusted price to earnings ratio (CAPE) along with mean reversion as a method to produce ...
Gold recently broke the $1400 barrier, something it hasn’t done since 2013. Gold has basically been dead money for years. This recent powerful rally in gold has led to a massive breakout from a year’s long trading range. I ...