Doug Casey's 30 years experience in the resource business give him a rare and deep knowledge of this sector. More importantly, however, is that he is the most instinctive contrarian I have ever met and that, in my opinion, is the key to his remarkable success as a speculator - Rick Rule, Global Resources
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Opportunity-creating distortions of investment markets can be caused by many factors.
For example, disruptions in supply, changes in demand, public psychology and even weather can create opportunities for the attentive.
It is for this reason that our “macro” view begins by analyzing current or likely government actions for their potential to cause a powerful wind of change that can be profitably anticipated and acted on.
Click on chart to enlarge
(From the Casey Research article “Back to the Future: Inflation & Gold” November 2005)
Likewise, we were able to spot sectors to avoid until the storm passes. The following excerpt from the August 2005 article by Doug Casey makes the point…
How much could you have saved if, alerted to what was coming in 2005, you had sold your appreciated real estate back then? Or, even shorted the housing stocks, or banks?
Focused on Facts
The Casey Research motto is “Intensely Curious, Focused on Facts”. Those words are more than a platitude: they are a succinct description of the character traits required to be a member of the Casey Research team.
We are avid in our analysis, always pushing hard in our quest to fully understand the key drivers of the economy and investment markets.
Once we have identified an important driver – one which is likely to set a significant new trend in motion, or accelerate an existing one –individual research teams dig in, looking for profitable sub-themes. We are not interested in sectors which are so widely followed that there is no “juice” left in them.
For instance, having identified the major turnaround in commodities in 1998, we then began evaluating the sectors poised to profit most, leading us to recommendations on uranium, base metals, precious metals and oil. At the time, these sectors were all but ignored by mainstream analysts and the broader investor universe.
Moving increasingly deeper in our research, we then focus on individual opportunities including companies with the right combination of management, financial structure, price and potential to warrant recommendation. For natural resource plays it is very normal for us to climb on a plane to some far corner of the globe in order to inspect the ground and meet the onsite exploration/development team first-hand.
To name just one of dozens of examples of our success , in February 2008 we recommended Canplats Resources, a Canadian minerals exploration company whose drill program at its Camino Rojo project in Mexico was beginning to show significant results. Subscribers were told to buy while the price was still trading for $2.57.
Of course, not all of recommendations work out quite that well, and due to market volatility, there are periods when some investments fall beneath the recommended price. We are not short-term traders and we don’t panic; as long as there has been no material change in the reasons why we were attracted to a company in the first place, we’ll hold. (Conversely, if a recommended company fails to meet an important goal, we are unhesitant in recommending a sale… cutting losses, if any, quickly and early.)
Our Philosophy?
To sum up our philosophy, we would return again to our Casey Research motto, “Intensely Curious, Focused on Facts”. We enjoy what we do, and don’t shirk from the challenges and hard work required to fully understand the hard facts about today’s most powerful trends and the best ways to profit.
At all times our research is driven entirely by our clear, undiluted understanding that it is our subscribers for whom we work. If you don’t do well, we won’t do well. In that regard, the only criteria that count when evaluating a company for recommendation is our unbiased assessment as to whether it offers you above ordinary potential.
Use our ultra-secure online tool to sign up today for the Casey Research services t that are best suited to your investment interest. You will receive immediate access to the current edition(s) and archives. You’ll then have three full months to decide if the service is right. If not, then cancel for an immediate no-questions-asked refund of every penny you paid. (Even after the first three-months you may cancel at any time and receive a refund for all undelivered issues.)
For example, disruptions in supply, changes in demand, public psychology and even weather can create opportunities for the attentive.
- But of all of the factors influencing markets, few count more than government.
Consider the effect of tax policy, regulatory changes, monetary regimes, excessive spending, global trade… even war and shifting global alliances can and do have a significant impact on investment sectors.
It is for this reason that our “macro” view begins by analyzing current or likely government actions for their potential to cause a powerful wind of change that can be profitably anticipated and acted on.
- For example, it was by recognizing early on the nature of the Fed’s loose money policy under Chairman Alan Greenspan that we were able to look to the future and accurately (and profitably) forecast a rebound in inflation and concurrent rise in the global prices of commodities.
Click on chart to enlarge
(From the Casey Research article “Back to the Future: Inflation & Gold” November 2005)
Likewise, we were able to spot sectors to avoid until the storm passes. The following excerpt from the August 2005 article by Doug Casey makes the point…
- What's going on now in the residential real estate market is much like the tech bubble, but potentially much, much more serious than what went on in stocks a few years ago…
The reason for the bubble is cheap money; the bubble is floating on a sea of debt. When it bursts-perhaps pricked by higher interest rates-millions of Americans will be sitting on a pile of debt suddenly much larger than the diminishing value of their assets. The banking system will have trillions in mortgages, credit card balances and other consumer debt they won't be able to collect. Millions of houses will hit the market in distress sales. Local governments, which are relying on inflated property tax bills to raise money to squander, will see rising expenses as an impoverished public demands more services-at the very time their revenues almost cease to exist. All of this adds up to a much more serious scenario than a stock market collapse.
How much could you have saved if, alerted to what was coming in 2005, you had sold your appreciated real estate back then? Or, even shorted the housing stocks, or banks?
Focused on Facts
The Casey Research motto is “Intensely Curious, Focused on Facts”. Those words are more than a platitude: they are a succinct description of the character traits required to be a member of the Casey Research team.
We are avid in our analysis, always pushing hard in our quest to fully understand the key drivers of the economy and investment markets.
Once we have identified an important driver – one which is likely to set a significant new trend in motion, or accelerate an existing one –individual research teams dig in, looking for profitable sub-themes. We are not interested in sectors which are so widely followed that there is no “juice” left in them.
For instance, having identified the major turnaround in commodities in 1998, we then began evaluating the sectors poised to profit most, leading us to recommendations on uranium, base metals, precious metals and oil. At the time, these sectors were all but ignored by mainstream analysts and the broader investor universe.
Moving increasingly deeper in our research, we then focus on individual opportunities including companies with the right combination of management, financial structure, price and potential to warrant recommendation. For natural resource plays it is very normal for us to climb on a plane to some far corner of the globe in order to inspect the ground and meet the onsite exploration/development team first-hand.
To name just one of dozens of examples of our success , in February 2008 we recommended Canplats Resources, a Canadian minerals exploration company whose drill program at its Camino Rojo project in Mexico was beginning to show significant results. Subscribers were told to buy while the price was still trading for $2.57.
- The result? Additional excellent drill results saw the company run up to $5.43 by late May, a 111% gain in a little over 3 months.
Of course, not all of recommendations work out quite that well, and due to market volatility, there are periods when some investments fall beneath the recommended price. We are not short-term traders and we don’t panic; as long as there has been no material change in the reasons why we were attracted to a company in the first place, we’ll hold. (Conversely, if a recommended company fails to meet an important goal, we are unhesitant in recommending a sale… cutting losses, if any, quickly and early.)
Our Philosophy?
To sum up our philosophy, we would return again to our Casey Research motto, “Intensely Curious, Focused on Facts”. We enjoy what we do, and don’t shirk from the challenges and hard work required to fully understand the hard facts about today’s most powerful trends and the best ways to profit.
At all times our research is driven entirely by our clear, undiluted understanding that it is our subscribers for whom we work. If you don’t do well, we won’t do well. In that regard, the only criteria that count when evaluating a company for recommendation is our unbiased assessment as to whether it offers you above ordinary potential.
- But, please, find out the facts for yourself with a fully guaranteed three-month risk-free trial subscription to one or more of our advisory
Use our ultra-secure online tool to sign up today for the Casey Research services t that are best suited to your investment interest. You will receive immediate access to the current edition(s) and archives. You’ll then have three full months to decide if the service is right. If not, then cancel for an immediate no-questions-asked refund of every penny you paid. (Even after the first three-months you may cancel at any time and receive a refund for all undelivered issues.)
Curious? Want to determine the facts for yourself?
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