Monday, May 11, 2009

Free Commodity Webcast From US Global Investors

Here's a fantastic - and free - webcast, courtesy of Frank Holmes and the team at US Global Investors, entitled Commodities: Reasons to Be a Bull When Everyone's a Bear.  It was originally recorded on April 21st.

It runs almost an hour, and is definitely worth a watch if you are a serious commodities investor.  These guys really know their commodes.  Some notes I took of the most interesting/surprising points I heard:
  • It usually takes 6-9 months for new money injected into the system to find its way into commodities...this is starting to happen already, and they expect a big 2nd half for commodities
  • Nice profile of China starting around minute 25...they think the Chinese economy is ready to rock and roll here
  • And China's now a net importer of coal once again

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