Commodity Prices

Over the past two months, there has been a full percentage point increase in the yield on 10-year U.S. Treasuries. This is the latest sign that inflation is here.

There’s not much to like in the commodity world right now. But one overlooked resource is thriving while others are tanking.

I'm convinced most people fail to buy and sell gold intelligently. I say that because most people are unclear on what influences the gold price.

Today, the haze will be… Read more

Gold is down 25% in 2013, reaching its lowest level in three years. With QE3 continuing, the yellow metal is bound to hit bottom soon…right? Not if the… Read more

Gold has taken it on the chin of late. The yellow metal has fallen 25% since hitting an all-time high of $1,900 an ounce in September 2011. But I… Read more

Today’s letter is a bit on the long side. But I hope you’ll read it all the way through because it encompasses all of my thoughts on gold: one… Read more

The market doesn’t reward investors for being right in general; it rewards them for being right on very specific ideas.

Today's gold and silver drop put the brakes on what has been a strong two-week rally for commodities. Is it a momentary setback, or the start of another decline?

If you were asked to name the most widely grown cash crops in the United States, what would your top four be? Think about it for a few moments…. Read more