Dear Readers,

As you receive this, I'm heading to New Orleans for the 2012 New Orleans Investment Conference. Doug will be there with me, as well as others from Casey Research, and we'll record some new Conversations with Casey.

Speaking of New Orleans, we have arranged use of the main speaking hall tomorrow at 8:45 p.m. It's a bit late, but it's a chance for you to come and speak with Doug, Marin Katusa, and me, so I hope to see those of you attending the conference there.

Meanwhile, here's a conversation I recorded with Rick Rule at the last Casey summit, in which Rick did a masterful job of explaining the essential logic of investing in the resource sector. Rick's explanation is so cogent and articulate, it's a must-read for anyone investing in metals and mining.

May you profit greatly.

Sincerely,

Louis James
Senior Metals Investment Strategist
Casey Research