commodities

by David Galland As I write, gold is back in record territory, surging from $1,313 a month ago, to over $1,390 as I write. Paid subscribers to our International Speculator service, which focuses on the junior resource companies – mostly…

By David Galland, Managing Director, Casey Research Last month gold broke into new record territory – reaching an all-time high of $1,387 on October 14. A new record in nominal terms, that is. To top the previous high in…

By Jeff Clark, Senior Editor, BIG GOLD We once had an ongoing series in BIG GOLD called, "1001 Reasons to Own Gold." The idea was that there were so many valid reasons to own the metal that I wanted to track and report on them.…

From From Jeremy Grantham's latest quarterly letter: If I were a benevolent dictator, I would strip the Fed of its obligation to worry about the economy and ask it to limit its meddling to attempting to manage inflation.  Better…

by Annaly Capital Management We attended a conference this week hosted by Grant’s Interest Rate Observer, which is always a mix of long and short investment ideas and bullish and bearish macroeconomic observations. This one was no…

Source: Diane Fraser of The Gold Report 10/13/2010 Carlsbad is several hundred miles south of Sutter's Mill, but the experts and investors who gathered for Casey Research's recent Gold Summit were just as enthusiastic about the precious…

Here is anther note from Andy Lees of UBS this morning, this time regarding the intra-Asian competition for natural resources with China as the lead actor. Andy writes (links added): You will have seen this morning Vietnam's state media…

by David Galland Warming up the digits today, I can’t help but note that gold broke in to new record territory – above $1,380 in the overnight markets. A new record in nominal terms, that is. To top the previous high in inflation-adjusted…

Frederick Sheehan is the author of Panderer to Power: The Untold Story of How Alan Greenspan Enriched Wall Street and Left a Legacy of Recession  (McGraw-Hill, 2009). It is unfortunate the media does not make better use of an…

Wheat is trading higher today, positioning to snap a 4-day profit-taking decline. The US Dept of Agriculture provided updated its forecasts for grain production. It now forecasts a global harvest for year than began June 1 at 645.7 mln…