Investors to Silver: “Let’s Get Physical”

The scramble for physical gold and silver is intensifying. People increasingly want to own the real thing, and not some paper substitute, all of which comes with counterparty risk. This conclusion is apparent from the fact that the futures prices for gold and silver have moved into “backwardation.”
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Any way you look at it, the backwardation in gold and silver is a truly rare event and an exceptionally bullish one too. So be prepared for an upside explosion in the price of both precious metals as the scramble for physical metal intensifies even further, and investors increasingly choose to hold the metals themselves, instead of paper promises

Read more: Investors to Silver: "Let's Get Physical" http://dailyreckoning.com/investors-to-silver-lets-get-physical/#ixzz17euFwtZJ

America’s Next Great Commodity Boom

If you’re interested in making money in energy commodities over the coming decade, I have two important numbers for you…
The first is the price of natural gas in the US – which is less than $4.50 per million British thermal units (mBtu). The second is the price of natural gas in Asia, where people will pay $10 per mBtu for natural gas they import from overseas.

So put together Callahan’s data on exports and imports with the glut in the US and the lack of export terminals. I think it’s pretty clear we’ll see more export terminals in the US. It’s too big of an opportunity to ignore. The US could become the leading exporter of natural gas in the next decade.
It’s also pretty clear that worldwide, we’ll see the LNG trade grow significantly to make up the shortfalls that are emerging in South America, Asia, Europe, and the Middle East.
It’s a great time to buy infrastructure firms that build these plants. It’s also a great time to look at companies with lots of North American natural gas reserves. With natural gas in the dumps right now, these assets are cheap…but they won’t stay that way for long.

Read more: America's Next Great Commodity Boom http://dailyreckoning.com/americas-next-great-commodity-boom/#ixzz17es28100