From the category archives:

commodities

Because you’ve already heard of BHP Billiton, here’s a compendium of 12 of the more important gold producers in Australia right now in 2012.  (Many previous companies have been bought up and/or merged with larger, existing companies, so past data is not as accurate).  And you know it’s time to buy gold.  So, I’ve done [...]

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The year is 2012 and it is time for you to get some Kenya in your portfolio.  Kenya has one of the most rapidly-growing GDPs.
Over the weekend the World Bank sent out a tweet about Kenya’s “tipping point” – by 2020, Kenya will be a full-fledged middle-class country.  Since 2001, many gains have been made [...]

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If you want to be poised for the next wave of genuine global growth (i.e., growth based on purchase orders, housing starts and other construction, etc.), you really need to be invested in resources.
Since China might still be too risky a play for many of you, and since I’ve already written quite a bit about [...]

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In the middle of the Euro crisis, when the ECB is holding emergency meetings and Obama decides to hold a press conference at the NASDAQ, it’s a good time to look to global fundamentals for reorienting our portfolios.  This means commodities – if there is any growth globally, commodities will soak it up first.  And [...]

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Last week we were surprised to see a 25 basis point rate cut by Australia – whose inflation and unemployment levels are in a healthy range – so to now see that even China has cut interest rates, well, that’s telling you something significant about the weakness and risks facing global growth.
First Rate Cut Since [...]

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Looking for something different for your portfolio?
Maybe it is time for you to bump up your BRIC investing, invest in Latin America ex-Brazil or you’d like to get more specific with your agricultural investments.  If so, you might have already heard about agroforestry, aka tree farms, and specifically, the wealth of Brazil’s eucalyptus plantations.
Agroforestry and [...]

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It’s a great time to buy gold.  It’s always a good time to buy gold, of course, but right now you get a little bit of a dip.  Gold is off 17% from highs it saw last August 2011.  Right now it sits at just $1572 an ounce.
If you’re looking to do something a bit [...]

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