Commodities Commentary

  • My primary commodities interests are in mining commodities such as precious metals (gold, silver, platinum), base metals (copper, iron ore), and energies (coal, lithium).
  • I’m currently working on a very in depth series of posts on Iron Ore. Look forward to updates!
  • My current diversified commodities portfolio includes gold, silver, platinum, diamonds, iron ore, copper, zinc, nickel, coal, oil, gas. No agriculture right now because I think the producers and traders (such as ADM) are too expensive and I’m waiting for a major pull back.
  • The companies in this portfolio are: Franco-Nevada, MAG Silver, Anglo-American, Vale, Glencore, Teck Resources. Again, I’d love to add ADM at some point.

Global Macro & Commodities Posts

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