poet1

Gold and Silver: Is the Correction Over?

Jason,
Thanks for the article. What about an etf like GLD or SLV, as opposed to miners (paas) or middlemen (slw). Which would fare best if silver breaks out? I am long GG & SLW & INIVX.
Charlo

Investing in a Resource-Constrained World (Part II)

PS- Mark, you are a rock star! Please keep the blogs going. xoxo

Investing in a Resource-Constrained World (Part II)

RE: agri, what about DBA? It has been doing great. As for coal, look into ACI. When one compares SWC (around 19.00!!!) & PAL, SWC gets much more palladium extracted per ton than PAL. SWC is also about 50%+ owned by Norlisk, interesting. PAL, now around 9.00$, is this still a good buy? If we assume the palladium will double, than it is still good to buy PAL now. Too bad I hesitated at 5.00$.......