Recommendations this issue:Oceaneering International (OII)Mosaic (MOS)Fed Chairman Ben Bernanke succinctly summed up the financial situation in a recent speech, “Widening credit spreads, more-restrictive lending standards, and credit market dysfunction are working against the monetary easing and leading to tighter financial conditions overall.”At… Read More

There’s an old saw on Wall Street that says the worst thing you can do is think, “This time it’s different.” In the past we would have run at hearing that notion. But today’s environment truly is different, not only with the collapse in the financial sector but also with… Read More

Oilfield service and contract drilling companies tend to be highly leveraged to changes in the price of crude. In the 1970s, for instance, when crude gained 470 percent these shares soared an astounding 732 percent. We’re already holding the preeminent companies in the sector with Schlumberger (SLB) and Transocean (RIG). Read More

The primary focus of Real World Investing lately has been on precious metals and energy stocks. But another sector that is every bit as compelling right now is fertilizer. We’re holding one of the world’s leading producers and marketers of fertilizers, The Mosaic Company (MOS). Mosaic was absolutely… Read More

Untitled Document Now we’re getting somewhere. With no more room to cut short-term interest rates (and that approach not working anyway) the Federal Reserve announced an unusual step to bolster credit conditions and get banks lending again. The Fed plans to purchase an additional $750 billion of agency mortgage-backed securities,… Read More

Recommendations this issue:iShares Silver Trust (SLV)Randgold (GOLD)Allied Nevada Gold (ANV)  Editor’s Note: Notice the new name and logo up above. We’ve renamed the service to better reflect the focus that the publication has had all along. While energy will continue to play a… Read More

There has been an important change in the relationship between gold and the broad stock market lately. For a number of months now that relationship has been reflexively negative. If stocks declined, gold would rise. And when stocks managed to rally, gold typically sold off. Now the two have broken ranks,… Read More

We’ve divided our portfolio recommendations into two categories, long-term positions and short-term trades. Every two weeks we’ve devoted considerable ink to our long-term positions. On the other hand, we haven’t delved all that much into short-term trades. That’s because other than making a bullish or bearish market bets this… Read More