Category: Natural Resource Investor

Investors have strategies for making decisions. A common strategy for good investors — or at least those who love to tout their goodness — is to buy what’s hated. Sir John Templeton, a guy Money magazine named as the greatest stock-picker of the 20th century, characterized the opportunity to buy what’s hated as the “point of maximum […]

Perhaps you caught it? About five weeks ago, in The Edelson Wave, I wrote Keeping the Faith in the US Dollar. I made the case the Chinese yuan has a difficult road ahead – STILL – if it is to unseat the U.S. dollar as the world’s primary reserve currency. I did, however, make a minor concession: […]

We made some nice gains by betting on the rising price of crude oil. But now is the time to make the opposite bet: The price of crude oil looks due for a decline. The rise of benchmark WTI crude oil to $58-per-barrel was helped by the increasingly bullish sentiment for the oil industry. Naturally, […]

I’ll be quick .. Many things make it feel like we’re nearing a significant market correction. I think it could come any day between now and year-end. A correction is sure to unleash a wave of risk aversion. One that pressures natural resource, commodity and materials prices as well as stocks. We are sitting on […]