Commentary

The Shipping Industry Has Never Been So Profitable as It Is Now

A “boatload” of news this week suggests that the shipping industry continues to look very attractive from an investing point of view. Global cargo carriers are estimated to have recorded $150 billion in profits in 2021, the first time they’ve collectively reached that figure in a single year.

Commentary

Consider the Humble Shipping Container

Few inventions have touched so many lives as the container.

Commentary

Commodities Notched Their Best Year Since 2009, Despite Precious Metals Weakness

Every year around this time, we update our always-popular Periodic Table of Commodities Returns.

Commentary

The Great Gold Love Trade Is Alive And Well, As India Buys A Record Amount

India reported spending a record $55.7 billion on gold imports last year.

Commentary

These Were the Biggest Investment Stories of 2021

In 2021, readers of the Investor Alert and Frank Talk were most interested in stories on gold mining, precious metals, natural resources and emerging markets (no surprise). But there was also interest in macroeconomic topics (inflation, mostly) as well as Bitcoin and cryptocurrencies.

Commentary

There’s No Free Lunch On The Periodic Table

We can phase out fossil fuels like coal and natural gas, but we can’t phase out the metals and minerals necessary to build additional renewable energy projects.

Commentary

The Metaverse Is a $1 Trillion Revenue Opportunity. Here’s How to Invest

The metaverse is part of the next iteration of the internet some are calling Web 3.0—and it promises to upend everything as we know it.

Commentary

The Biggest Investment Themes Heading Into 2022

There are a number of key investment themes for 2022 I feel most people would agree on. Below are just a handful.

Commentary

Bitcoin Could Fix Turkey’s Currency Crisis

Like many others, I believe Bitcoin could fix Turkey’s lira problem. And to understand why, it might be helpful to dust off a book written 45 years ago by Austrian economist Friedrich Hayek.

Commentary

No, Really, It’s Good That Black Friday And Cyber Monday Sales Declined This Year

Online sales during 2021’s Black Friday and Cyber Monday shopping holidays ended up being slightly less than those of the previous year, representing the first time such a decrease has been recorded.

Commentary

Three Charts I’m Thankful for This Week

I hope everyone had a wonderful Thanksgiving full of family, love and laughter! Even if that wasn’t your experience, there’s still much to be grateful for.

Commentary

Brace Yourself for Higher Prices this Thanksgiving

The average cost of a typical holiday feast has increased 14% compared to Thanksgiving last. The price of the turkey alone is up 24%, which is nearly four times the official inflation rate.

Commentary

Luxury Goods Sales Have Recovered To Pre-Pandemic Growth: Report

Luxury goods sales just went from dip to rip.

Commentary

Reports Of Gold’s Death Are Greatly Exaggerated

Gold performed as expected this week following a monster CPI report that showed inflation skyrocketing 6.2% in October. The yellow metal broke out of its downward trend going back to August 2020, when it hit its all-time high of $2,073.

Commentary

$1.2 Trillion Infrastructure Bill Means More Metals And Mining Will Be Needed

After much anticipation, the U.S. House approved a bipartisan $1.2 trillion infrastructure spending package last week, sending it to President Joe Biden’s desk to sign. Although no single lawmaker got everything they wanted, I believe this bill is generally constructive news for the metals and mining industry...