I’m extremely bullish on the commodities sector and expect commodity prices to be driven much higher due to increasing demand and a weakening dollar.

The global economy is certainly showing signs of recovery. Many western nations have emerged from the recession already. The U.S. just reported positive GDP growth for the third quarter. An increase in economic activity is coming which will lead to a substantial increase in demand for commodities like oil, copper, grains, etc. Read the full story

Reflation is happening right now as the U.S. government is dumping trillions of dollars into the financial system to prevent deflation and to stimulate economic growth.  Obviously this will cause higher inflation down the road, and hard assets like oil and gold will see substantial price increases.  Read the full story

Why invest in commodities? Two and a half billion people are going to live like Americans in the next 20 years and prices go up over time, that’s the nature of inflation. Read the full story