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    inflation

    Globally, central bankers have cut interest rates nearly 700 times since the crisis in 2008, to the point that they're at the lowest levels in 5,000 years.

    They're doing this to boost inflation, we all know, but so far it seems the only inflation they've been able to create is in stocks. The S&P 500 is up more than 200% since the 2009 bottom, despite the slowest U.S. economic growth in 70 years.

    But it turns out you can't baste the global economy with $12 trillion in newly printed "funny money" without precipitating some consequences.

    That inflation the bankers have been looking for for nearly a decade now is just a trickle, but I've got some evidence that it's about to become more of a runaway firehose. It was headed this way even before Donald Trump vowed to weaken the dollar to boost U.S. competitiveness.

    This inflationary trend is boosting one asset class in particular, ahead of most others - that's why it's still "unloved" and trading at a tidy discount right now.

    It won't stay that way, though...

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One of the Market's Juiciest Takeover Targets Just Might Solve World Hunger, Too

takeover target

By the time you're done reading this one sentence, roughly 20 people will have been born. In fact, around 200,000 new babies will have joined us by midnight tonight, mostly in the global East, where economic growth, along with the population, of course, is far outpacing that of the global West.

That's obviously a lot of hungry mouths to feed. The difference is that now, thanks to that economic growth, there's an increasing amount of wealth with which to buy food - and quality food, at that.

One thing that isn't increasing, however, is the amount of arable farmland on the planet. That's actually shrinking fast.

And so one of the world's most pressing challenges is the need to dramatically improve crop yields across every possible square foot. Solving this challenge is the single biggest focus in farming today.

The company I want to tell you about today is in the best possible position to profit as it helps meet the challenge head on.

The company is paying a $0.25 dividend on August 2, it's true, but there are some very good reasons why this company could be bought in the near future...

Commodities Players Are Set Up for Market-Crushing Gains

Commodities

The resource sector's devastating five-year bear market saw the Bloomberg Commodity Index drop 60% from its 2011 peak.

Naturally, that crushed the world's dominant resource producers; the top 40 companies saw their market caps shrink by $27 billion in 2015 alone.

All along, these producers have had to clean house, slash spending, reduce headcount, and rationalize every last cent they did spend as production crashed. It was the law of the jungle in action, survival of the fittest. Plenty of producers went straight out of business.

It wasn't easy to watch, and it was even tougher to invest in.

But the cycle is swinging back in a big way, thanks to recuperating demand running up against lean supply. The Bloomberg Commodity Index has halved its bear market losses, gaining 30% since January. Some of its components have come close to doubling, too.

Remarkably, all those gains have come at an insanely low price, relative to other asset classes. And, as you'll see, this particular bull is about much more than simple supply and demand.

Here's my favorite way to get the maximum profit from what's coming next...

The Platinum Doubler of the Year, Courtesy of… Gold?

platinum

Back in March, I recommended a broad play on platinum that's returned 56% more than the S&P 500 over the same period.

Those gains didn't happen by accident. You see, gold and platinum have a special relationship, the so-called "gold-platinum ratio."

In fact, since platinum is about 30 times more rare than gold, it's usually the more expensive of the two metals. But right now, the ratio is reversed, and gold is the more expensive metal.

That situation never lasts, and we're actually seeing the gold-platinum ratio right itself now. It's been partially responsible for some very nice gains in both metals recently...

Platinum prices are up more than 11% since March in a classic case of low supply and high demand.

Output from South Africa, the world's top producer, has plunged amid dwindling capital investment and spiraling labor unrest. On the other hand, demand from car makers, the most important platinum consumers, in need of autocatalysts has surged due to dramatically higher auto sales.

What's more, the platinum deficit is growing, and many miners have seen their share prices more than double.

Now I've found the one mining stock with the most room left to run. Like I said, the ratio is swinging back in platinum's favor right now. So there's still time to participate in this lucrative bull market and leverage your gains in the process...

...but not for much longer...

Why I'm Still Short Miners (and You Should Be Too)

miners

The industrial commodities complex is riding the crest of this infernal "bear market rally." This is unlikely to last. I'm still bearish on the commodities, and with good reason.

Today I thought it would be worthwhile to check in on a few of the short plays I recommended on miners last year and put their "improved" status into perspective.

Spoiler alert: You'll want to buy puts on these...

This Metals Play Will Reward Investors for a Long View

platinum-chart-03

Most of the time, platinum costs about 30% more than gold. That's been the average for the past 40 years.

But every once in a while, that relationship gets distorted. When that happens, platinum surges powerfully, producing huge returns for investors who get in at the right time and stay the course through any volatility that comes our way over the next few months.

But... that distortion is unfolding now, so it's time to make a move to play platinum.

We won't get another chance like this for years...

The Commodity Prices Nightmare of 2015

commodity prices

Commodity prices have been getting decimated in 2015.

We mostly hear about the decline in energy since oil and natural gas are down 33.4% and 38.5% this year.

But this comprehensive chart shows how energy is just the tip of the commodities iceberg...

How to Spot the Commodities Recovery First

commodities recovery

Commodities prices have essentially crashed.

The Thomson Reuters/CoreCommodities CRB Commodity Index peaked near 365 in 2011.

Today it sits at just 189, a brutal loss of more than 48%. Gold, silver, oil, natural gas, uranium, coal, iron ore, and copper are all at or near multiyear lows.

It's been devastating for companies producing them and countries dependent on exporting them.

But by definition, commodity production is a cyclical business, and what goes down simply must come up.

In fact, there's so much upside potential at the other end of this sector-wide slump that my eyes have been glued to some important indicators - including some that few others are looking at.

When a bottom and recovery develops, it will appear here first. That will give us the earliest opportunity to capture gains on the way up.

I really like what I see right now. Let me show you...

If These Commodity Prices Tank… Run for Your Life

copper

Both U.S. and overseas stocks have been rallying since their ugly August sell-off.

But, if these key commodity prices tank, expect stock prices to follow.

Oil and copper hold the keys to the future of stock prices...

Here's why...

Thanks to Glencore, That "Ticking" Sound You Hear Is the World Stock Market

Glencore

It's the biggest commodities-trading player on Earth. And it's in big trouble. I'm speaking, of course, about Glencore Plc.

Here's the truth about how close the company is to the edge of the cliff, how markets would be affected by a Glencore "credit event," the signals that will tell you a crash is imminent...

And how to protect yourself and profit from this company's extreme difficulties.

How to Beat This Market’s “Three Cs” of Risk

Investing Strategies

The last few weeks of trading have been downright rough...

The markets staged a "whistling past the graveyard" rally for a little more than a week after the Aug. 24 crash only to come tumbling down again by 3% on Sept. 1 as nearly every sector was hit.

Robust technical support levels that were years in the making have been snapped like so many little twigs.

Key indicators have all but failed traders who are scrambling to find bottoms to trade off of, and the Chicago Board of Options Exchange Volatility Index (VIX) has been breaking six-year records, topping 53 on Aug. 24 and 30 on Sept. 1.

The sheer breadth of the chaos is matched only by the growing chorus of pundits speculating on the drivers of the chaos.

Let them speculate and fumble around in the dark. What's really rocking this market is what I call the "Three Cs."   

Here they are - plus the two sectors that will rise above it all...

BHP Billiton Profits: Should You Invest After Earnings? (NYSE ADR: BHP)

bhp stock

Australian oil and mining giant BHP Billiton Ltd. reported earnings yesterday (Monday) for the full year ending this past June.

The firm posted its weakest annual earnings since 2003 in the face of a painful commodity price rout.

Here's whether or not you should invest in BHP stock on the dip...

Here's What Will Fuel the Commodity Prices Rebound

7 30 15 commodity prices 1 Large

Commodities are one of the most hated sectors of the market right now, with commodity prices crashing to a 13-year low in July.

But it appears we're nearing the point of maximum pessimism. Opportunity could be just around the corner.

Here's how low commodity prices have affected major producers - plus a look at the factors that will drive prices higher...

How Have Commodity Prices Performed in 2015?

commodity

The biggest news we hear when we talk about commodity prices is oil prices. That's because they've crashed nearly 50% in the last year.

But oil is nowhere near the biggest loser among the most common commodities.

Here's how the five most traded commodities have performed in 2015...

Why Uranium Prices Are Rising, and How You Can Profit

uranium prices

Currently, uranium prices are creeping upwards after bottoming out mid-year 2014.

If you're an investor who thinks mostly of coal and oil in regards to the energy sector, consider giving uranium a chance.

As a clean, base load power at low cost to billions of people, it's a hard-asset must-have for investors' portfolios.

Commodities Prices Forecast for Q2 2015

commodities prices

What happens in the resource sector is a great barometer for the world economy.

Looking at where commodities prices are headed can even help us forecast what state the world economy will be in over the coming months.

Here's a look at how major commodities (oil, natural gas, gold, silver, and copper) performed in Q1 and where they are headed in Q2 2015...