Investing in a Resource-Constrained World (Part III) [View article]
You make a good case for future supply and demand, but you barely hinted at the collapse of the dollar. That is the main reason oil, gold, copper, agriculture are all going up. The dollar is going down due to out of control inflation. You cant buy as much on a global market with a weak currency.
Please don't respond that inflation is only at 3 or 4 percent, thats a bunch of spin we are at double digits at least. The US doesnt even add food and energy in its inflaton numbers, how convienent.
Chart: Gold Stocks - Annual Revenue Growth [View article]
Investing in a Resource-Constrained World (Part III) [View article]
Please don't respond that inflation is only at 3 or 4 percent, thats a bunch of spin we are at double digits at least. The US doesnt even add food and energy in its inflaton numbers, how convienent.