It wasn’t surprising to see the euro’s decline kick into high gear beginning August 8, the day Georgia began its full-scale attack on separatist South Ossetia, as the market was awaiting the Russian response, which came less than 24 hours later. The well-choreographed nature of the Russian response wasn’t surprising… Read More

We’re in a bull market for real assets, which typically coincides with high inflation and financial system instability. The chart of the Dow/Gold ratio below well illustrates the point. The Dow/Gold ratio shows the relative performance of financial assets (as represented by the Dow Jones Industrial Average) and real assets… Read More

We don’t think you can find more emotional and more committed investors than those bullish on precious metals, many of whom can be categorized as “gold bugs.” Dyed-in-the-wool gold bugs believe that nothing other than gold is worthy of their investment dollars as they await economic Armageddon. We belong to… Read More

As mentioned last issue, this is the best buying opportunity in precious metals sector since 2001. While there has been a strong rebound in the share prices of the investments recommended in the first issue of Energy World, from an investment perspective it’s still a great time to buy gold… Read More

Ultimately, small cap mining stocks do better than their large cap counterparts in a bull market for precious metals. It’s just that the price you have to pay is higher volatility, which is very difficult to deal with for long-term buy-and-hold investors. Also, the little guys invariably underperform during corrections. Read More

Leeb’s Energy World is a service that focuses on natural resource investments. Being a specialized investment service, we don’t offer a diversified portfolio. Nevertheless, we’ve gotten several emails asking about allocations (how much money to put in each stock). The simple answer is that no allocation is right for everyone. Read More

BITING THE SILVER BULLET By Ivan MartchevWe are not clairvoyant. Anyone involved in the forecasting business knows all too well that predictions are inherently wrong; the question is to what degree those forecasts will be off?We went through some number crunching in the first issue of Leeb’s Energy World (see… Read More

After the fast and furious decline we’ve had in energy stocks you should realize that it will take some time for confidence to fully return into the sector. Yes, a lot of babies have been thrown out with the bathwater in the global energy sector, but when buying smaller… Read More