Frequently Asked Questions

Questions? Here you'll find some of the most common asked of Casey Research. Click on any question to read the answer.

Questions About Us

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To manage your investments you can, of course, choose to “go it alone”… or to listen to your commission-based broker or RIA… or even the proverbial brother-in-law. Those sources of information may be of some use. But if you are looking for a systematic, always-there, ongoing source of serious research and analysis on today’s top investments, you owe it to yourself to take us up on our standard 3-month money-back guaranteed trial subscriptions to see just how useful Casey Research can be in your investment planning.

Our team has steadily been ahead of the curve in identifying powerful investment trends and ways to profit… getting our subscribers in early on gold, uranium stocks, agriculture, non-U.S. stocks and energy… and short the U.S. dollar and the financials and banks.

Big moves that have produced big returns for our subscribers.
Taking a high level view, Casey Research is a team of highly experienced investors and trained economists who spend countless hours researching powerful economic trends and the very best ways to profit from some. Our clientele is made up of individual and institutional investors who share the costs – through subscription fees - in exchange for unbiased research and information they can use in managing their portfolios to produce above-average returns.

Learn more about Casey Research.
The genesis of Casey Research began with Doug Casey’s best-selling book, Crisis Investing (1979). Due to demand from readers of that classic, Doug Casey began publishing a newsletter, originally called Investing In Crisis, that has evolved over time into today’s Casey Research, a global research organization with over 40 employees located around the world.
It will be easier to describe what types of stocks we don’t cover. Typically, we don’t cover stocks that you might read about in Money Magazine or see discussed on CNBC. That’s because by the time a company is discussed in the mainstream financial media, invariably all the upside is already out of it.

Instead, we tend to focus on out-of-favor, or under-the-radar issues that, based on our research, still offer extraordinary upside. Current areas of focus include small cap energy and mineral exploration companies. And, we also have been actively recommending a fairly long list of ETFs that our research shows are now on the right side of the current economic turmoil... for instance, inverse interest rate and various commodity ETFs.

For some time now we have also have been focusing on short-selling the stocks of large-cap financials, banks and other institutions that have been caught on the wrong side of the unfolding credit crisis.

Remember, unlike research organizations affiliated with brokerage houses, or even magazines and web sites that rely on advertisers for the majority of their revenues, Casey Research is almost entirely reliant on subscription revenues. You can take comfort that our recommendations are entirely unbiased and will change over time to stay in sync with the broader trends.

Learn more about Casey's investing philosophy.
Doug Casey is a highly respected author, publisher and professional investor who graduated from Georgetown University in 1968.

Doug literally wrote the book on profiting from periods of economic turmoil: his book “Crisis Investing” spent multiple weeks as #1 on the New York Times bestseller list and became the best-selling financial book of 1980 with 438,640 copies sold; surpassing big-caliber names, like “Free to Choose” by Milton Friedman, “The Real War” by Richard Nixon, and “Cosmos” by Carl Sagan.

Then Doug broke the record with his next book, "Strategic Investing", by receiving the largest advance ever paid for a financial book at the time.

Widely recognized for his skills in identifying high-return opportunities in precious metals and energy, he has been a featured guest on hundreds of radio and TV shows, including David Letterman, Merv Griffin, Charlie Rose, Phil Donahue, Regis Philbin, Maury Povich, NBC News, National Public Radio's popular Marketplace program and CNN; and has been the topic of numerous features in periodicals such as Time, Forbes, People, New York Times Sunday Magazine and the Washington Post.

For over a quarter century, Doug has written a newsletter and alert service for sophisticated investors and has been in demand as a featured speaker by conferences around the world.

Through its subscription-supported publications and web sites, each month Casey Research, LLC. serves the information needs of hundreds of thousands of self-directed investors interested in natural resources.

Doug, who also authored the best-selling International Man (which, interestingly enough, was the most sold book in the history of Rhodesia) lives the life described in that book by dividing his time between homes in Aspen, Colorado, Auckland, New Zealand and Salta, Argentina.

In his quest for exceptional investments, he travels around the globe (over 175 countries to date) to kick the rocks on mine sites and evaluate countries for possible real estate speculations. In 2005 alone, he traveled to Argentina, Colombia, Bulgaria, Dubai... and even Syria (where, despite the risk, there are some very prospective oil and gas initiatives underway).

Questions About Our Products

Rest assured that applying online with Casey Research is completely secure and your privacy fully protected. If you are still uncomfortable subscribing online, however, just pick up the phone and call us at 1-888-51-CASEY (888-512-2739) or 602-445-2736, and we'll be happy to answer your questions and take your order over the phone.
Although we don't offer FREE trials per se, every Casey Research subscription comes with a no-hassle, no-risk 3-month trial period. If you are not 100% satisfied with your subscription, cancel within 3 months and receive a 100% refund...no questions asked. After the trial period, cancel any time and you will receive a pro-rata refund for all remaining issues.

One easy way to subscribe is to use our auto-renew service. Sign up for any of the Casey Research publications using this option and you will be renewed automatically. If your investment goals change or you wish to stop receiving the service for any reason whatsoever, a quick phone call or email will terminate your subscription.
From a big picture perspective, you'll be tapping into the considerable intellectual capital of Doug Casey and his research organization: a vast knowledge base, a network of valuable personal contacts and in-depth understanding of how to reduce risk while preserving the tremendous upside available from carefully selected investment opportunities.

Each and every business day, Doug and his team scour the known universe for exceptional opportunities to bring to your attention... and once a company has been recommended, stay closely in touch with the latest developments on your behalf.

As a subscriber to any of our newsletters, you'll receive online access to a monthly edition, usually 12 to 16 pages in length, packed full of thoroughly researched investment opportunities intended to offer you 100% or better returns within 12 - 24 months.

Your subscription also comes with access to a carefully designed and password-protected web site where you'll find: the current edition of your newsletter; searchable archives of previous newsletters; a library of valuable special reports and articles; regular updates on the stocks followed in the newsletter; and an interactive list of the stocks covered in your services on your behalf with company-specific links to research charts and information on corporate structures and management.

With a subscription to one of our Alert Services, including the Casey Investment Alert, and Casey's Energy Confidential, you'll receive information about special, fast-moving investment opportunities as they are uncovered by Doug and his team of researchers. There is no set publishing schedule for our Alert Services, but on average you can expect an alert every week or so.

Learn more about all of our Premium Publications.
Upon submitting your online order, you will immediately receive a confirmation email log-in information for access to subscriber-only content on our website, including the current and archived editions of the publication you subscribed to.

Learn more about the services offered by Casey Research.
Currently, Casey Research provides ten subscription-based services:

Newsletters

* Casey's Extraordinary Technology - A monthly newsletter focused on technology trends and investing. CET will educate, inform and even entertain you with the latest on technology. It will give you the inside look behind the curtain of the exciting and vibrant world of technology. Learn more about Casey's Extraordinary Technology.

* The Casey Report - (Casey Research's flagship publication) is a monthly newsletter focused on spotting powerful emerging trends and the investment opportunities they offer. And to do so ahead of the crowd, providing you with the opportunity to enjoy maximum upside over a sustained period of time.

The letter has four editors - Doug Casey, Bud Conrad, Terry Coxon and David Galland. Collectively, they bring to the table a wealth of experience in financial markets. Learn more about The Casey Report.

* BIG GOLD – A monthly newsletter focusing on ways to profit from the bull market in precious metals and natural resources with an easy-to-maintain portfolio of gold producers and companies nearing production with share prices tightly linked to the price of gold. BIG GOLD makes investing in precious metals and natural resource stocks investing simple while avoiding the risks that comes with investing in more speculative early-stage exploration companies! Learn more about BIG GOLD.

* Casey's International Speculator – A monthly newsletter, now in publication for over a quarter century. If you are looking to maximize your upside from the new bull market in gold and silver, and can tolerate the higher risk associated with early-stage gold and silver exploration companies, then you are ready for the International Speculator. There's a reason this newsletter has been around for so long... see for yourself with our no-risk 3-month trial. Learn more about Casey's International Speculator.

* Casey's Energy Opportunities – A monthly newsletter focused on early-stage opportunities in oil, gas, coal, uranium and other energy sources. This is the only publication you need to make big profits from energy. Check it out with our 3-month money-back guarantee! Learn more about Casey's Energy Opportunities.

* Casey's Energy Report - A monthly newsletter that provides you with top-notch information and thorough analysis of a variety of energy companies. Learn more about Casey's Energy Report.

*Casey's Club - Enjoy all that Casey Research offers including every publication, every premium alert service and more for the rest of your life. Learn more about Casey's Club.


Alert Services

* Casey Investment Alert – Our specialized alert service designed for the most sophisticated, active investors only. The "CIA" is not published on a fixed schedule, instead email or fax alerts are sent whenever Doug uncovers a particularly fast-moving opportunity for big profits in gold, silver and whatever else he uncovers. Your subscription includes full web site access and a free subscription to Casey's International Speculator and Casey's Gold Resource Report. Learn more about Casey Investment Alert.

* Casey Energy Confidential – Our specialized alert service featuring fast-moving recommendations on high-octane energy sector companies that are too early stage or speculative to be covered in our broader circulation Casey Energy Speculator newsletter. This service includes full website access and a free subscription to the Casey Energy Speculator. Learn more about Casey Energy Confidential.

Free Services

* Casey's Daily Dispatch - An informative and entertaining overview of the markets, the economy, national and geopolitics… all tinted with an often contrarian view of the world we live in. Casey’s Daily Dispatch is absolutely free and comes right to your inbox, five times a week. Opt-in now (It's FREE!)

*Conversations with Casey - is our new e-letter where Doug Casey is interviewed on all the hot topics such as our economy, the markets, politics, society… and anything else that matters in life! Sign up for Conversations with Casey here.

Free Publications

In the upper right corner of this website you'll see a "Subscriber login" link. Click on this link, and then enter the email address you used when signing up for the free publication. You can access the login area right now by clicking here.
We don't require your email address. However, if you provide us with your email address, you will receive the issue in your inbox every time a new issue is published. You can access any of the Casey Research free publications without providing us with an email address by visiting www.caseyresearch.com.
Our free services Casey's Daily Dispatch, Conversations with Casey and Ed Steer's Gold & Silver Daily are produced as an added benefit to our subscribers and as a way of providing individuals considering a subscription to a paid Casey Research service with a sample of our research.

Casey’s Daily Dispatch is a completely free, daily missive that provides an entertaining and informative overview of the markets, the economy, national and world politics.

Conversations with Casey is a weekly interview with Doug Casey where he shares his musings on the economy and markets, as well as his thoughts about politics, society, and life in general.

Ed Steer's Gold & Silver Daily keeps you abreast of the news that's moving the gold and silver markets. Sponsored by Casey Research, Ed's Gold & Silver Daily is a short, quick read... delivered directly to your inbox every Tuesday through Saturday.

These services provide a unique value and we recommend signing up for all of them. If you decide later that one is not for you, simply opt-out by clicking on the opt-out link provided at the bottom of each email newsletter.

But if you do like them, be sure to forward them to a friend so that they can also benefit.
All of our free products can be found on our Free Publications page.

Newsletters

Which of our services is right for you will depend on your personal outlook for the economy and investment markets, and which areas you are most comfortable investing in.

That said, we encourage you to get started today with whatever service seems to be of interest to you. Our monthly letters – all of which include full contact web site support in between issues – come with a 100% satisfaction guarantee. You have three full months to decide if they are right for you. If not, a quick email or call will get you a full refund.

Our limited-circulation premium Alert services have a 30-day 100% money back guarantee.

Even after the initial trial period, you can still decide to cancel at any time for a full refund of the unfulfilled portion of your subscription.
 
The Casey Report is a continuum of Doug Casey’s first research letter, Investing In Crisis. Unlike those of our services which more narrowly focus on specific investment areas, The Casey Report takes a broader view of the global economy and investment markets, looking for powerful trends in motion… and the investments you can make to take advantage of those trends.

The single best way to suit your needs is to take us up on our unquestioning three-month money-back guarantee. Sign up for The Casey Report today and take three full months to see just how profitable it can be. If for any reason whatsoever within the first three months of your subscription you decide it’s not everything you hope it will be, simply drop us an email or call our toll-free number for a prompt refund. And even after the three-month trial period, you can still cancel at any time for a full refund of all undelivered issues.

What are you waiting for? Learn more and sign up for The Casey Report now.
International Speculator researches and reports on precious metals junior explorer stocks. The Casey Report evaluates economic and market developments on your behalf, we will also bring to your attention a variety of investment strategies and vehicles you can use to profit from those trends. Those vehicles may be one or more of the following: ETFs, straight stock purchases, mutual funds, physical purchases of bullion or other tangible assets, options and even futures markets.
ALERT SERVICES:

There is no set publication schedule for Casey Alert services (Casey's Investment Alert and Casey's Energy Confidential). Subscribers are notified real-time whenever new information and breaking news becomes available.

PAID NEWSLETTERS:

Our paid newsletters are published once a month on the following schedule:

The Casey Report: The 2nd Thursday of each month.

Casey's International Speculator: The 1st Thursday of each month.

BIG GOLD: The 1st Tuesday of each month.

Casey's Energy Opportunities: The 2nd Tuesday of each month.

Casey's Energy Report: The 4th Thursday of each month.

Casey's Extraordinary Technology: The 3rd Thursday of each month and you will be notified real-time whenever new information and breaking technology news becomes available via the alert supplement that comes with your subscription.

FREE PUBLICATIONS:

Casey's Daily Dispatch: An informative and entertaining overview of the markets, economy, national and geopolitics.... Delivered to your inbox six times a week, Monday through Saturday.

Conversations with Casey: Every Wednesday Doug Casey's interviews will come straight to your inbox for your viewing pleasure.

Ed Steer's Gold & Silver Daily: Sponsored by Casey Research, Ed's Gold & Silver Daily is delivered every Tuesday through Saturday and helps keep you abreast of the news that's moving the gold and silver markets.

Alert Services

For most investors, one of our monthly services should provide you with the information you need to effectively manage your portfolio, as well as one or two great new ways to profit each month.

On the other hand, if you are a high net-worth individual with the ability and willingness to move quickly on early-stage or fast moving opportunities, then you should consider signing up for one of our Alert services. These services are not published on a fixed schedule, but only when our research team uncovers a special situation that requires quick action, or which is so thinly traded or so early stage – including companies offering private placements or pre-IPO financings - that only a relative handful of investors can get positioned.

While earlier stage companies can carry a higher degree of risk, and so therefore are not for everyone, for active investors with the net worth that allows for speculation, the Alert services can offer exceptional returns.
The Alert services focus on very early stage and often thinly traded companies -- or even private placements with extremely limited availability. As such, we are forced to cap the total number of subscribers allowed requiring a higher subscription fee to off-set the considerable research costs associated with uncovering the extraordinary opportunities covered by the Alert services.
Our premium Alert services (Casey's Investment Alert and Casey's Energy Confidential) often include recommendations for companies that are very early-stage, and therefore have a very small market capitalization. Exposing too many subscribers to the recommendation at the same time can drive the shares much higher, turning an opportunity into a hazard.

In addition, on occasion our research team uncovers opportunities for Alert subscribers to participate in highly sought-after private placement financings – but these are typically very limited in availability. The bottom line is that the nature of the Alert services simply wouldn’t work with an open-ended, much larger circulation base.

As a result, we limit the number of subscriptions to the Alert services, and once those limits are reached, we close the Alerts to new subscriptions. If/when subscriptions become available we will temporarily re-open them until the space is filled again.
There is no set publication schedule for the Casey Alert services (Casey's Investment Alert, Casey's Energy Confidential). Subscribers are notified real-time whenever new information and breaking news becomes available.
Our alert services focus on very early stage and often thinly traded companies -- or even private placements which are prone to higher risk, but when successful, result in much higher returns.

With limited availability of such investments we are forced to cap the total number of subscribers allowed, thus making these premium, limited-availability services.

Casey Summits

No, you do not need to be a subscriber in order to attend a Casey Summit. However, Casey subscribers are the first to be notified or and invited to upcoming Casey Summits and events (which typically sell-out).
Casey Summits are forums meant to bring together investors and market gurus in an educational and financially productive atmosphere. With strictly-limited attendance, our unique format fosters the perfect setting for attendees to network with some of the worlds top financial minds and most successful explorers.

Guarantees & Customer Service

You may contact our service staff via email at info@caseyresearch.com, or by phone at 1-888-51-CASEY (888-512-2739) or 602-445-2736.

Customer Service is typically staffed between 8am and 5pm Arizona time, but we’ll always do our best to get back to you within 24 hours.
Go to the Casey Research website (www.caseyresearch.com). At the upper-right of the home page, click on the "Subscriber login" link. You'll be prompted to enter the username and password that was provided to you when you subscribed. If you have lost or forgotten your username or password, please email customer service at service@caseyresearch.com. Once you are logged into the website, it is strongly suggested that you review the New Subscribers Guide, located on the My Casey Research page. This guide will provide you with tips on using the website and getting the most out of your subscription.
Every Casey Research newsletter and alert service comes with a no-hassle, no-risk 90-day trial period. If you are not 100% satisfied with your subscription, cancel within 90 days and receive a 100% refund...no questions asked. After the trial period, cancel any time and you will receive a pro-rata refund for all remaining issues.

One easy way to subscribe is to use our auto-renew service. Sign up for any of the Casey Research publications using this option and you will be renewed automatically. If your investment goals change or you wish to stop receiving the service for any reason whatsoever, a quick phone call or email will terminate your subscription.
At Casey Research, we take the security and privacy of our subscribers very seriously. To learn more, please read our full Privacy Policy.

Questions About Investing and Risk

Do-it-yourself transport of gold across international boundaries is problematical. The hazards begin with TSA and US Customs. With TSA, presenting anything unusual can lead to a bad result. If TSA then introduces you to a Customs employee, you may be dealing with an individual with an incorrect but expansive sense of what is eligible for seizure as an improperly undeclared financial instrument. Even if you don't lose the gold, you could miss your flight. If those cautions aren't enough to dissuade you, a non-stop flight to Switzerland would be the wisest way to execute an unwise plan. Switzerland is a safe place, and there are no duties or other barriers to bringing in gold. However, getting to Switzerland doesn't get your gold into a Swiss bank. There is no Swiss bank that will accept business from an American who walks in off the street. You could, however, take the train to Vienna and rent a safe deposit box at Das Safe.
 
Few non-US financial institutions will any longer accept an account from a US person. However, there are a good number that will do business with an offshore company or offshore trust even though it is beneficially owned by an American. You could, for example, set up a Cook Islands trust or LLC that would open an account with a bank in Zurich, where you could trade stocks, bonds, currencies and metals. Canada, on the other hand can be difficult. Some Canadian brokers will accept an account from an offshore entity tied to a US person, but they won't accept trading instructions from an individual physically located in the US.
 
There is no list. Each bank has its own policy, those policies change, and the way a bank's policy is administered can depend on the bank employee you are talking to. Bring your passport and a utility bill linking your name to a physical address, and you probably will get a proper welcome.
There can be no guarantees, but Casey Research has an exceptional track record of spotting powerful trends and ways to profit from those trends. Because we don’t follow securities that are typically covered by the mainstream financial media, the upside can be far more attractive. Or, put another way, “when everyone knows something about an investment, there’s nothing left to know”. Instead, we’ll help you get positioned in investments with big upside… and do the work necessary to eliminate much of the risk. On that topic, we also have an excellent track record of helping our subscribers avoid broad portfolio risk by, for example, steering them away from the housing sector, financials and banks over the last year.
Risk is a matter of timing. Most traditional investment advisors would have told you that gold was a risky investment in 2001, or that oil was too risky in 2004… and then told you to invest in financials in January of 2008 because “the worst was over”, causing you to miss big opportunities or take big losses.

At Casey Research we understand the nature of risk and reward. Which is to say, we recognize that to earn exceptional returns you need to take risks… but then we do our best to eliminate the risk through careful research, leaving the upside intact.

As per the examples above, often times the best time to buy a sector is when it is deeply out of favor, despite favorable fundamentals.

You can follow the herd, and get sheepish returns… or let us help you gain a clear-eyed perspective that can produce truly life-changing profits.

To understand the difference, start with the Casey publication (or two) that most interests you, then follow our recommendations without making an investment for several months to get a better feeling for the caliber of our research.

Our three month money back guarantee means you can do so with absolutely no risk. That’s the single best way to understand the Casey Research difference.
Unfortunately, regulatory concerns make it impossible for us to provide you with investment advice, or to discuss specific securities recommendations outside of what's included in our publications and posted on our website. Giving you an individualized response would likely qualify us as an “investment adviser” and draw us into a regulatory thicket we don’t wish to enter. And, of course, we don’t know the details of your financial circumstances - information a good advisor would want to weigh before providing you with guidance about specific securities.

To get individualized advice, we suggest that you contact a broker who is knowledgeable and experienced in the resource sector and who is familiar with the kinds of stocks we write about at Casey Research.

Information about choosing the right broker for your needs, along with specific recommendations, is available on our website. You do not need to be a subscriber to access this information.
You can browse our Resource Dictionary for hundreds of terms Casey Research uses every day in publications. Click here to access the Resource Dictionary
 

Our Contact Information

By Phone: (888) 512-2739
International: (602) 445-2736
By Email: info@caseyresearch.com
Subscription Office: 
PO Box 1427, Stowe, VT 05672

Resource Dictionary

Read definitions for hundreds of terms Casey Research uses every day in publications.