The Diary

July 11, 2021

We’ve said it before and we’ll say it again: we’re headed for a copper deficit, and this coupled with rising global demand will inevitably push copper prices higher. This week China, which has been stockpiling the red metal for decades, made the unusual move of auctioning off 20,000 tonnes of its copper reserves in an effort to cool rallying industrial metal prices that have pushed up material costs for Chinese manufacturers.)

The result? The copper was snatched up immediately, and copper prices actually rose. Make no mistake, the copper wars are heating up as countries rush to secure supplies that will support their aggressive renewable energy and other infrastructure building. Who will America’s greatest ally be when the stakes are raised? Read this issue’s Spotlight feature to find out which mining jurisdiction we’re putting our money on.

Plus – our contributing editor Doug Fogel once worked with legendary contrarian investor Doug Casey – find out the number-one takeaway Doug learned about precious metals investing from him in Opinion.

As always, if you’ve got any investing ideas, tips, comments or feedback, feel free to reach out to us at: editor@dearretailinvestors.com.

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In this issue:

Spotlight: As China stockpiles copper supplies, who are America’s copper allies?
Sector Moves: Inflation is a very real concern for many investors right now – Doug Fogel shares how to invest in physical gold and silver.
M&A: More than 50% of Millennials have tattoos, and a growing number are regretting them. Here’s how you can profit.
Advice: How to Avoid Common Mistakes With Mining Stocks (Part 2: Business Plan)

Spotlight

As China Stockpiles Copper Supplies – Who are America’s Copper Allies?

Copper is one of the most widely used industrial metals in the world because of its high ductility, malleability, thermal and electrical conductivity and resistance to corrosion.

And, if you’ve read The Diary before, you know we are very bullish on copper. Not only is it critical to the EV revolution, it’s also critical to other green energy infrastructure such as wind turbines and solar panels. Copper is also needed to build many of the infrastructure that is necessary to support a healthy economy, such as homes, power grids, plumbing systems, and broadband networks.

The reason we’re so bullish on copper is because, coupled with rising global demand, copper is in considerably short supply – especially in the wake of the pandemic, which saw many mining operations shut down and investment into new projects dry up.

You can read more here.

Opinion

Inflation Worries: The Best Ways to Invest in Physical Gold and Silver

Back in 2011, I was convinced that gold was headed to $5,000 an ounce.

Silver?

An easy $100.

So I bought eight 1-ounce American Gold Eagle coins and 160 American Silver Eagle coins.

All told I spent close to $20,000.

I was working in marketing for legendary contrarian investor Doug Casey at the time.

The guy was (and still is) a huge advocate of storing much of your wealth in physical gold and silver.

Continue reading here.

Emerging Sector

How to Profit on Tattoo Regret

Half of all millennials have tattoos. And a growing number of them deeply regret it.

So more and more of them are seeking treatment to get their tattoos removed.

Now, they’re finding out that the price to do so can be staggering.

Just to remove a single tattoo through laser treatments, it can take up to 15 painful lasering sessions… spaced out over two years… with each treatment costing hundreds of dollars.

By the time it’s all over, removing a single tattoo can easily run $3,500.

But a much cheaper alternative will soon be available.

Continue reading here.

Infographic

How to Avoid Common Mistakes With Mining Stocks (Part 3: Jurisdiction)

If you think mining is only about location then you’re only about half right. While the physical location of the mine is certainly important to its success, other factors play a major role as well. Consider how a mining project’s location can stir up social debate and environmental discussions—and suddenly things are a bit more complicated.

View the full infographic here.

Are You Ready For The Next Market Move?

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Crucial New Research: Three Fortune-Protecting Rules For Even The Toughest Markets

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