The US Treasury’s historic bailouts of Fannie Mae, Freddie Mac and American International Group have rocked the world over the past few weeks. And with other regional banks and investment houses teetering, there’s almost surely more turmoil to come. Read More

Dr. Marc Faber, one of the world’s most respected market watchers, wrote recently that only time will tell if the current carnage indicates a change in direction or just a pause. As he was one of the first to forecast the resource bull market, commodities featured prominently in his analysis. Read More

Vital resource stocks remain under selling pressure as worries about the US economy grow. As we wrote last week, gains and losses are typically reversed in the blink of an eye in these volatile markets. The key is to build positions at low prices in solid companies that can take advantage of inexorable demand growth and supply pressures, both of which are being exacerbated by lower prices now. Read More

Commodity prices and natural resource stocks have certainly been shaken up in recent months. The underlying forces behind the bull market, however, haven’t been stirred. The only real questions are the following: When will the correction end? And when will the next leg up begin? Read More

According to the United Nations, sometime in next 15 years, some 64 percent of the Earth’s population will live in areas where water supplies are stressed. In some cases, demand will simply grow to exceed supply. In others, environmental concerns and economic growth will severely stress water quality to the breaking point and beyond. It all adds up to a colossal opportunity to invest in water. Read More

Strong euro, strong gold; weak euro, weak gold: As the graph below illustrates, that’s been a very quantifiable relationship over the past several months. More important, the two markets are likely to keep trading in tandem over the next several months as well. Read More

Materials have outperformed every other sector on a global basis over the past five years. As a result, the brutal market selloff of late left investors asking, “Is this the end of the bull market in resources?” Coupled with the visible--albeit expected--global economic slowdown and lower oil prices, investor anxiety is rational. Read More

Bull markets are never uninterrupted streams of rising profits. Rather, it’s usually two steps forward, one step back. And when it comes to volatile sectors such as vital resources, the wild action is known for routinely shaking out weak hands. Read More

It may sound cliche to say financial markets are moving faster than ever. But this fear-drenched climate has undeniably produced more than its share of big moves as investors lurch from one sector to another. Read More

The recent grand theory that the weak US dollar explains the strength in resources is rapidly being discredited. Resource-leveraged stocks continue to correct even while the greenback is at its weakest. Read More