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 From the Desk of Ian Wyatt
Global Commodity Investing
Washington, D.C.
July 2009

 


  
Special Situation Investing

Commodity Boom Ahead 

Banks are Busted...
Housing Hurts...
and Retail is Rotten!

There's Only ONE "Sure-Thing" Investment in the World Today. . .

Locking in on The NEW Commodity Stock BOOM

Find Out the 6 Commodity Stocks Investors Are Asking For
To Profit from Coming Inflation

 

Fellow Investor,

Investors see these headlines every day, so you must be ready for it -- totally ready -- because you won't get a second chance to play it right.

You've seen recessions before, but nothing like what we've just gone through. 40% of the world's wealth was destroyed in an instant. And now the world's governments -- especially the Untied States -- are pumping money into the system.

Politicians in the foremost fifty nations of the world, sensing either ruin or riches, are pouring copious amounts of gasoline on their economies to make sure they ignite.

Stock and commodity prices are not merely low, they're lying in ashes at fire-sale prices. I'm talking about Price-to-Earnings rations of 7 and 8 for the companies that benefit the most from global reflation spending. Any investor with a few T-bills to rub together stands to make an embarrassing fortune.

If they fail to pour enough "stimulus" money, if their economies somehow fail to ignite, they know the grim fate that awaits them. So they will err on the lavish side of excess. Bank on it.

I know it's hard to imagine today's sunken commodity stocks turning on a dime and heading straight north, but the sudden influx of roughly $15 trillion will force prices through the roof. Almost instantly. In fact, it's already started...

And within a few months, the frantic hunt for still-cheap buys will make the 1893 Oklahoma Land Rush look like a Mother's Day picnic.

            www.GlobalCommodityInvesting.com

Only one event could stop oil from sailing past $150 and climbing on toward a collision course with $200: a massive failure of today's global stimulus plans.

And why is oil so certain to resume climbing? Because all the forces that pushed it to $147 on July 21, 2008  are still there, lurking in the shadows, waiting to pounce on an unsuspecting public who were just breathing a sigh of relief.

Those forces are:

1. Screaming demand. China and India alone could soak up every extra drop of oil Saudi Arabia might be able to squeeze out.

2. Locked-in needs. Our daily oil quota of 80 million barrels cannot be shrunk. For instance, you can't make every commuter in Southern California move to downtown L.A. Nor can you shut off the power in Manhattan on odd-numbered days. We're stuck.

3. Political will. The world's leaders are incredibly determined to pour in as much money as it takes to get the global economy running on all cylinders. Thanks to the prevalence of fiat (unbacked paper) money, they don't even have to face the inconvenience of actually finding real money. All they have to do is declare it into existence. (Who says insanity can't be fun?)

If they overshoot and create too much money, the only drawback is extra inflation. But if they undershoot, the penalty is national collapse. Easy choice.

4. Peak oil. Today, Earth's supply of oil is half gone. We passed the halfway peak several years ago, and we're now in runout mode. Of course, we'll always be able to find a few new pools of petroleum someplace, but the problem is that it will be so remote and deeply buried that it will require more oil-energy to retrieve it than it's worth. When it starts to take 1.1 gallons of oil-energy to drill and pump out 1.0 gallons of oil, the game is over.

Yes, $200. And remember, you read it here first.

                www.GlobalCommodityInvesting.com

 

What if we threw a Treasury auction and nobody came?

Well, it won't happen next week. Or next year. Maybe not till 2018.

But at the scary pace we're shredding the almighty dollar into green confetti, it's only a matter of time until our trading "partners" come up with something better, some global currency that doesn't melt in your hands. You've already heard both China and Russia agitating for this. These are only words now, but they were only thoughts a few months ago, in a few years it could be reality.

Until that happens -- until the dollar loses its status as the global reserve currency -- the dollars decline will send commodity stocks higher. Gold, aluminum, steel, oil -- it's all going higher...

Take a look at the chart below. This is what's happened to the U.S. dollar over the last few months. Relentless Treasury auctions are driving the almighty dollar lower and lower and lower...

                             
                                 The U.S. government is driving the dollar lower and lower.


And it's not going to stop anytime soon. Stimulus spending, loan guarantees, bailouts, loans, asset guarantees -- the U.S. government's response to the global financial crisis has taken many forms. But they all add up to one thing -- the government has promised as much as $15 trillion dollars to cover the wealth that's been destroyed. And it's going to keep raising cash and pumping it into the system no matter what...

Investors who aren't prepared are going to see their wealth fall even farther than it has already. And prices for the things you need most -- like gas, heating oil, electricity and food -- are going to keep going up. Thankfully, there is something you can do to make sure your wealth is not only protected, but thrives, as the value of the U.S. dollar plunges to unheard of levels...

Here's another chart I need you to look at. It's U.S. Oil Trust (NYSE:USO), an Exchange Traded Fund that tracks the price of oil futures contracts...

                            
                                 A weaker dollar means higher prices for commodity stocks, like oil.

 

You're probably not surprised at the steep gains you see for USO on this chart. After all, you'd have to be living in a cave somewhere to have missed the fact that oil has more than doubled -- from $33 to $73 -- since February 2009.

But did you notice this oil chart is almost the mirror opposite of the U.S. dollar chart I just showed you? This is no accident. In fact, it makes perfect sense. The dollar drops, oil rises. And the thing is, it could be any commodity chart -- copper, steel, nickel, corn, natural gas, gasoline -- they are all up sharply over the last few months. And they will keep going up so long as the U.S. government keeps driving the U.S. dollar lower...

And the Fed has made it's choice -- inflate or die.

It's an ugly truth. But this is no time to be worried about painting pretty pictures of the global economic recovery that will suddenly save your investments. At the rate the buying power of your nest egg is being devalued, you'll have lost another 50% of your wealth by May 2010. 

And I probably don't have to tell you that if you lose 50%, you need a 100% gain to make it up.

Fortunately there is a way you can protect your wealth from the ravages of dollar devaluation. And you can even grow your wealth by leaps and bounds AT THE SAME TIME...

All you have to do is be willing to focus your investments like a laser on the one asset class that will rise as the dollar falls -- commodities.

I've explained -- in detail -- how you can get positioned for profits and spare yourself the pain of further dollar devaluation in a Special Report titled Inflation Busters: 6 Stocks to Grow and Protect Your Wealth. In this special report available only to Global Commodity Investing readers, I've detailed my top commodity stocks that will continue to benefit from a steadily declining dollar. I'll tell you how to get your copy -- at absolutely no charge to you -- in a minute.

But first I want to make sure you understand that the falling dollar isn't the only reason commodity stock are the key to securing your financial future...

                www.GlobalCommodityInvesting.com

We are beyond the point where we're in charge of our own destiny.

We are completely dependent on the things we dig up out of the ground. Oil, copper, iron ore, uranium and so on. But we've been pulling these and other raw materials out of the earth for decades. Supplies are dwindling. But the global population is almost 7 billion and counting...

There's a supply and demand firestorm coming for many of the world's most vital minerals and natural resources. And that's just adding more fuel to the commodity sock rocket...

These common metals are vital to civilization. Here is a table showing the probable runout date for a few:

                 www.GlobalCommodityInvesting.com

The first two columns are saying that the U.S. must now import at least half of its supplies from elsewhere, and the situation is getting worse.

The last column shows how long it will be before the world runs out. Of course, when runouts occur, desperate exploration will uncover a few more lodes here and there, but basically, each runout will force us to drastically change the way we make things.

Between 1999 and 2007, commodity prices nearly doubled. Oil prices quintupled. Copper quadrupled. The reason is simple: Demand is outstripping supply. The global financial crisis may have put a temporary hold on supply/demand inequalities. But they won't last. That's why it's critical for your financial future that you get positioned now. Because once commodity prices start running again, it will be too late...

The real problem isn't how many tons of these elements exist in the earth's crust. The real deadline we should worry about is the moment when developing new supplies becomes uneconomical. We are rapidly reaching that point, when the global pinball machine will signal GAME OVER.

Now, have you ever noticed that the countries with the greatest reserves of valuable minerals are, by and large, what are politely called "developing nations"? And conversely, the countries that have more money and bigger economies but fewer mineral reserves are the "developed nations" of the West?

Well, all that's about to change. The apple cart is going to be upset, hitting a tipping point where the world's wealth will begin to pour into the needy pockets of the countries that have the increasingly pricey minerals.

Supplies of the substances on the above table are so limited that experts conclude it will be impossible for the developing world to ever reach a standard of living like ours.

When silver punches through the $100 level, as it must, a sterling silver teaspoon will likely cost $500. This seems insane, of course, but that won't stop it from happening.

Those countries with most of the reserves of some particular mineral are due for their day in the sun. Their heyday, actually. Before their stores get depleted totally, they will be able to command any price the market will bear. Actually, in many cases, it will more resemble holding something for ransom.

In addition, as these nations develop, they will start using so much of their own natural resources that their exports will slow to a trickle … or to zero … and they will even begin bidding against us. It won't be a pretty scene. The planet's wealth has begun to shift -- in relative terms -- to the less developed nations. And to eagle-eyed investors like you. And the best way to follow that shift, and make sure you're growing your wealth, is to buy commodity stocks before the prices get too high.

 

Snapshots of the Real World

1. We are NOT even close to being in a depression, just a severe recession.
 
2. This time next year, we will most likely not even be in a recession.
 
3. The year over year gain in the full monetary base (M-3) is now an unprecedented and unheard of 97.5%: not "annualized", but real!
 
4. Investors are now shrugging off bad news almost as a matter of course.
 
5. Interest rates around the world have tumbled as central bankers floorboard the monetary accelerator.
 
6. Foreign investment money continues to flow into the U.S.
 
7. Energy prices are again on the rise. Just check what you're paying at the pump versus 6 months ago.
 
8. The Chicago Tribune reports 62% more killings of Americans in Chicago than in ALL of Iraq in 2008. When you can save your boys' lives by sending them to fight in Iraq rather than getting them a job in Illinois, it's not even war anymore.
 
9. Bottom line: the optimists of today will be the millionaires of tomorrow!

           

The New Inflation Will Eat You Alive... If You Don't Bite It First

You've been living with inflation for most of your life, so you probably think you know how tomorrow's inflation will work.

The inflation you're familiar with is like a nasty sinus infection. The inflation I'm talking about is like a head-on with a Mack truck.

By 2012, you should brace yourself for inflation of 15% at the best and a possible 25% at the worst. And this rate could persist for up to a year.

Why are my figures so much higher than other well-known advisors? Because I'm including the devastating impact of a perpetually declining U.S. dollar.

And amazingly, those are just two reasons commodity prices are on the verge of a massive move higher. There are several others catalyst that will ensure your commodity investments will keep you way out in front of the wealth destruction curve: 

1. We're playing on a bigger stage. The two billion people of India, China, and other Eastern nations are now competing with us for commodities. Boy, are they ever.

2. We're blowing our capital on economic stimulus and bailouts… and the world is on the verge of running out of a dozen important metals.

3. Our trading partners have suffered long enough. The Chinese especially are tired of using their trade surplus to buy ever-bigger stacks of rotting U.S. T-bonds. That game cannot go on. When the dollar gets weak enough, the Arabs and others will stop using it as the world's reserve currency. Then we'll be on the outside of the world's economic system, looking in.

4. Our standard of living is very expensive compared with many of our trading partners, and reality will not sustain it much longer. Our overpaid lawyers and CEOs will rejoin the big "reality show" of the future.

5. We're tapped out. We've been saving less than 1% of our income, and we have $11 Trillion in personal debt. Meanwhile, Indian families save a government-aided 28% a year and Chinese families, 42%. They're going to wind up owning the joint.

6. Global warming -- real or not -- will continue to eat every spare cent in the national budget.

7. Our trade deficit is almost $7 Trillion, and there's no end in sight.

The solution to inflation of 15%-25%? Let Global Commodity Investing put you on the profit-making end of things, where the worse inflation gets, the more your wealth rises.

In spite of this ongoing crisis, the Wall Street establishment continues to plow ahead with business as usual. This is why you need to subscribe to Global Commodity Investing, an investor service that doesn't depend on fragile scenarios in order to make profits. Even if the U.S. economy takes a while to muddle through to full prosperity, our unique recommendations will keep pulling in huge investor support no matter what, matching your thousands of dollars with many millions more.

At the Top of the Pile in Good Times and Bad

I'm Ian Wyatt, the chief investment strategist for Global Commodity Investing. I'm not new to investing in global commodities. Not by a long shot. In the past, my readers have nailed some sweet gains from oil stocks, among other commodities.

When I recommended Peyto Energy Trust (PEY-UN.to) right before the last huge run-up for commodity stocks, it was just $1.44 a share. It went on to post an outstanding +1,342% gain. My readers have also enjoyed gains in the oil sector like:
 

  • Flotek Industries (FTK): +169% gain

  • Carrizo Oil & Gas (CRZO): +167% gain

  • Dawson Geophysical (DWSN): +160% gain

  • Graham (GHM): +114% gain

  • Dril-Quip Inc. (DRQ): +37% gain

  • Bronco Drilling (BRNC): +20%

  • Mitcham Industries (MIND): 81% gain


And now I want to get you started making outsized gains as dollar devaluation, inflation, and traditional supply and demand factors send commodity prices -- and stocks -- soaring higher.

There's no better way to start than with my Special Investment Research Report, Inflation Busters: 6 Stocks to Grow and Protect Your Wealth. In this report, you'll get my top 6 commodity investments in the world today, including:
 

  • Two top gold mining stocks that are poised to make huge gains as dollar devaluation pushes gold prices higher. One of these beauties is trading barely above its cash flow!
     

  • $2 billion in cash flow and another $2.5 billion in cash -- this fertilizer company could triple your money as soaring demand for agriculture commodities ramps this stock's price higher!
     

  • Copper prices are ticking up daily. No investor should be without a strong copper stock. And we've got one. Global Commodity Investing will introduce you to a top copper miner that's getting analyst upgrades left and right. The stock hasn't started running yet, but you don't want to miss it!
     

  • This American Oil and Gas company is sitting on potentially massive reserves in Wyoming's Green River Basin. As oil prices rise, this stock is sure to bring you investment peace of mind.



Complimentary Special Investment Research Reports for New Members

I've already told you about my top Special Report called Inflation Busters: 6 Stocks to Grow and Protect Your Wealth. But since I am so bullish on oil and energy stocks, I'm including another Special Report that's focused on explosive opportunities with undervalued energy stocks. It's called:

The Hottest Needles in the Energy Haystack

Oil passed its production peak two or three years ago. Coal is still cheap, but wary of being Gored. Clean natural gas is starting to climb. Nuke power is coming back big time. Wind and solar are less reliable, but getting cheaper every year. Biofuels, including syngas, offer dozens of fascinating ways to save civilization as we know it. And engineered geothermal systems hold immense promise (20 centuries of energy right underneath the U.S.)!

On the consumption side, plug-in cars may turn back the clock to an era equivalent to dollar-a-gallon gas. And another drawing-board engine we are tracking could make the cost of petrol downright irrelevant.

Yes, all these sound exciting, but The Hottest Needles in the Energy Haystack will bypass them all and steer you straight to the most profitable stocks and commodities of today. Examples:
 

  • The aggressive Wyoming exploration and production driller that has grown their proven reserves 3,000% in the last seven years. Their production has increased at a compounded growth rate of 60% a year for five years.
     
  • The uranium holding company that is poised to cash in on the huge shortfall in mine production. The unstoppable crescendo in global demand will clash with the expected total runout of uranium worldwide in 2027, bringing them ever-higher profits. For individual investors, there are few other alternatives for investing in uranium itself.


Plus, you may have already gotten my Special Report on precious metals...

Gold and Silver: Prepare for Liftoff

Over the next ten years, you'll need an investment portfolio that will do well during the coming wave of inflation while at the same time insuring yourself against possible bouts of deflation (and war or economic collapse).

That means you must own is gold. It's as steady as oil, and in fact, is such a matchless store of value in tough times that President Franklin D. Roosevelt felt it necessary to confiscate it to keep people from protecting themselves.

Right now, gold is cheap. Over the past forty years or so, the ratio between gold and oil has been about 18 to 1. At this writing, that ratio is well under 10 to 1. But we expect gold to reach at least $5,000 within a decade.

Often, gold will even overshoot that historical average if inflation is high enough. Thus, gold could easily trade at 30 times the price of oil. That means with oil at $200, gold could reach $6,000.

In Gold and Silver: Prepare for Liftoff, you will find direct pipelines into fast precious metals profits. For instance:

 

  • The world's only pure silver company. It scrounges by-product silver from other mines at fixed prices, then sells it at gouging, opportunistic prices.
     
  • The South African mining company that bought vast, unused mining rights very cheaply and will sell their gold soon -- when the market is right. Their official motto is, "A Long-Term Option on Gold," and, we might add, "...one that never expires."


Get Riches From Chaos

When the times look chaotic and uncertain, that's when fortunes are made. Five years from now, you will look back on today as the turning point in your financial quest, the day when you began to focus on stocks and funds based on the world's most important tangible assets:
 

  • The leading forms of energy (both fossil and renewable)
  • The key metals (both precious and industrial)
  • And food (production, processing, and food itself).


The $195 Non-Gamble

We never like to talk about investments being a "sure thing," but we can come within an inch or two of offering you just that: a slam dunk, can't-lose way to get top investment advice without risking a penny of what you're paying for it:

 

Our introductory Charter Member discount offer is guaranteed to double your money. That means you must make investment profits worth twice the price of your membership fee. What's more, you don't even have to wait until the year has gone; if at any time in the first two months you don't think your profits will eventually be twice the cost of your fee, in your own personal judgment, you may request a refund of all you paid.

 

Frankly, however, we will be disappointed if you do not increase your net worth by at least 50% a year.

How are such gains possible?

As a member of Global Commodity Investing,  you will be updated twice a month, electronically and instantly, by what used to be called a newsletter. But whereas newsletters often came to be viewed as a duty and a chore to read, your Global Commodity Investing updates will be composed of fast-moving, market-driven action items centered on your portfolios.

The Global Commodity Investing portfolio will make sure you are perfectly exposed to the top four or five commodity sectors. It will keep you well anchored in the fastest-growing companies and commodities of our time -- mainly in the energy field, yet also wisely committed to a 10%-15% position in gold and other "runout metals" in increasingly short supply.

Even though we will send you "real-time" buy and sell alerts that help ensure you maximize profits with perfectly timed entry and exit prices, Global Commodity Investing is not for "day traders." Holding times will typically range from a couple of weeks to, months or even years. Of course, positions may often show a good profit in as little as a few days, and we will not be shy about taking profits. After all, the name of the game is making money...

Regular Webcasts, E-mail Alerts, and Special Investment Research Reports

As a member of Global Commodity Investing, you'll get it all:
 

  • Full Issues

  • Weekly portfolio updates

  • Regular Webcasts

  • Personal live customer service to answer all your subscription questions

  • Full access to our library of Special Reports

  • Real-time Buy and sell alerts


All that, plus financial peace of mind,  for just $195 a year.

 

A Note Concerning Refunds

Some investors tell me they worry about getting their money back if they don't like the newsletter.

Let's put this issue to bed.

If you're not satisfied with Global Commodity Investing for ANY reason, I don't want to keep your money. Period.

If during the first full two months of your subscription you want you money back, just ask. I'll give you every penny of it back.

And, if at any point later you no longer want Global Commodity Investing  just tell me. I'll refund the full amount of the remaining balance of your subscription.

So now that you know where I stand on refunds, why not start your subscription today by clicking HERE.



And don't forget, your satisfaction and your profits are guaranteed. if you're not satisfied with Global Commodity Investing -- for any reason -- just call us at any point during your first 60 days and we'll refund your subscription fee, no questions asked. You'll still keep ALL the Special Reports, including Inflation Busters: 6 Stocks to Grow and Protect Your Wealth, to help guide your investment decisions.

Now, I'm sure I'll get plenty of tire-kickers who sign up just to get a peak at the Global Commodity Investing portfolio and to get their hands on my valuable Special Reports. And that's fine.

I also know beyond a shadow of a doubt that plenty of people who come on board will become long time readers once they see the profits start rolling in. So this really is a win-win situation for us both.

Although your Global Commodity Investing updates will be action-oriented, we also want you to be broadly informed of the big picture. For that reason, you will receive regular (and irregular) electronic notices, 24/7 bulletins, and backgrounder reports, all designed to make you into a second-to-none investment expert, at least in the fields of energy and other commodities with high intrinsic value. This includes the two introductory special reports you saw earlier. I'll also send you my own e-mail address in case you have any questions related to our listed portfolio stocks. I want you to be an insider, not a spectator!
 


Best Regards,

Ian Wyatt
Chief Investment Strategist
Global Commodity Investing

P.S.: Oil inventories are running now, and they may not stop to wait for investors. The summer driving season is here, hurricane season is coming and actual economic growth might be right around the corner. In addition, the Fed is going to continue to drive the U.S. dollar lower. There's still plenty of upside for investors who act quickly. Join me and the other investors who have discovered the wealth-building power of commodity stocks. Join Global Commodity Investing today.

Follow this link to get started.


 

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Washington, DC 20036

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