Quick summary: James Cooper discusses the risk of nationalisation in the resource sector and why mining companies are becoming nervous about this growing trend. Don’t be mistaken; as a commodity investor, selecting the correct location for investment is just as important as finding the right project. Read on to find out where you should be focused.
At today’s price, if you have 17 and a half ounces of gold, you can buy all the stocks on the Dow. That’s the same price as August 1929 and May 1962, etc. From 1929–2021, apart from dividends, investors made no progress in 98 years.
The Federal Reserve’s 25 basis point hike overnight has delivered some surprising market reactions. Investors are betting big on Powell to pivot in the latter half of this year. That could impact the chances of a ‘soft landing’. In fact, it may already be too little, too late…
In today’s Daily Reckoning Australia, Jim Rickards continues his series of articles on economies around the world. We continue our ‘travels’ with Jim in China, the UK, and Japan. Read on to find out more…
Our beat here is money. But money woes often come in a ‘cluster’ of other troubles. In our opinion, the introduction of the fake US dollar — in 1971 — was really the beginning of the US’s great decline
In today’s Money Morning, a unique smuggling story is revealing how wealth has shifted from paper money to physical things. Welcome to the era of shortages, inflation, and supply disruption. But the main story this week revolves around the US Federal Reserve meeting. The expectation is that the Fed is getting ever closer to a pivot, and when it does, it could boost growth stocks. And here, there’s a massive story playing out …
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