Copper is the world’s most widely used base metal. It is found everywhere you look, thanks to its superior qualities as a conductor of electricity and heat. It’s in our homes’ wiring, in our cars and cell phones and television sets, in heating and cooling systems, in the electric grid. Read More
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The U.S. is at a critical crossroads. We’ve been approaching it for years, but recent missteps – specifically, our actions in regards to Russia/Ukraine and China – have brought us to the edge. And there’s a lot at stake. Our actions in Ukraine and our willingness to provoke the Chinese… Read More
Buy MP Materials (NYSE: MP) Growing tensions with authoritarian countries have accentuated the need for America and its allies to be more self-reliant on critical minerals. These include rare earth element (REE), the supply of which China has a stranglehold. MP Materials (NYSE: MP) is our nation’s best hope to… Read More
Technology has come a long way. I remember my high school days when my classmates and I were typing up our reports on typewriters. Now, my phone is a mobile mini-computer many times more powerful than the clunky dialup that assisted me through college. Of course, the advances in technology… Read More
For most people, the mention of helium probably conjures up images of party balloons. But helium is much more than that. In fact, it was included on the U.S. Geological Survey’s (USGS)—an agency of the Department of the Interior (DOI)—list of critical minerals before being surprisingly removed in 2022. The… Read More
Buy Invesco Optimum Yield Diversified Commodity Strategy (PDBC). Despite the recent pullback in commodities, I just do not see a way to avoid resource scarcity unless the world’s super powers cooperate. Unfortunately, such cooperation doesn’t seem imminent. Therefore, I continue to strongly believe natural resources are the best hedge against… Read More
If you want an example of how well the sanctions are going, check this out. The U.S. and the EU are now both tightening due to multi-decade highs in inflation. Yet resource-rich Russia is lowering its interest rate as inflation dropped to pre-war levels. Meanwhile, the ruble is the world’s… Read More
I see the Ukraine war as solidifying the division of the world into two parts. The geographical division isn’t perfect, but loosely the two parts can be labeled North/West (NW) on the one hand and South/East (SE) on the other. (Clearly, this geographical shorthand is somewhat arbitrary – for example,… Read More
This is one of the most difficult and challenging times our country and the world have ever faced. I think these times offer just one potential win-win solution both as an investment for individuals and as the essential underpinning of a new world order. And that is gold. The only… Read More
Gold is a critical part of our Real World Investing strategy. But up until around 25 years ago, I wasn’t a gold bull. Then in the late 1990s, I became convinced that gold would become a critical investment based on my growing awareness of the rapid emergence of the developing… Read More