Ten years ago, Benoit Gascon would have said there's no money in graphite investment. But the former CEO of the only North American graphite producer to survive Chinese competition has changed his tune, thanks to increasing graphite consumption in China and India.
Resource extraction and agriculture are the primary sources of wealth. Exploitation of the United States own natural resources, combined with a solid manufacturing sector could be the economic drivers of a resurgent US economy.
Investors who want to play in the iron and copper space should look to small-cap producers for attractive valuations and lower risk, says the institutional research analyst who names iron ore and copper companies with upside potential.
As we head into the last quarter of the year, the publisher and editor of The Midas Letter questions how important macroeconomic trends are for individual investors. But he does believe stock catalysts in the energy space are easier to understand than precious metals.
Global deficit hawks are driving forward with their austerity programs. They don’t get it – private firms, despite having piles of cash, will not let go of the purse strings if we fail to make adequate infrastructure investments.