The Diary

June 6, 2021

It’ll be a short intro this time – the golf course beckons. In this issue we’re delving into China’s role in global copper supplies, and what that means for the rest of the world as demand for the red metal continues to rise.
And if you love coffee as much as we do (which is a lot), you’ll want to read our take on the coffee supply crisis that’s coming – and what this could mean for not just the price of your morning cuppa, but also your investment portfolio.
Plus – a nifty little infographic we produced with the help of Visual Capitalist that explains how to spot a high-quality mining company vs a shady promo.

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In this issue:

Spotlight: How China can help you profit from the copper market
Sector Moves: The looming coffee crisis that’s already sending prices soaring 
Opinion: Contributing editor Doug Fogel says South Africa is a hidden gem of investing opportunities – if you know where to look
Infographic: How to spot a quality mining stock – and which stocks to avoid


How China can help you profit from the copper market

Looking for a surefire market play?

There’s no such thing, of course.

However, a metal the modern world can’t do without offers something pretty darn close.

I’m talking about copper.

China is largely responsible for this opportunity.

Thanks in large part to that country’s massive appetite for copper, the metal’s gone from about 79 cents a pound in 2001 to nearly $5 per pound today.

This bullish trend is likely to continue, thanks again to China.

Continue reading here.


Sector Moves

The Coffee Crisis is Coming

Over 2.25 billion cups of coffee are consumed worldwide daily, making it one of the world’s most widely consumed beverages.

The US is the world’s largest consumer of coffee, at nearly 500 cups a day. In fact, the US consumed a total of 27,430,000 60 kg bags of coffee in 2019/2020.

If you look at the per capita consumption of coffee, the Netherlands is the world leader, coming in at 8.3 kg per capita (vs the US’ 3.5 kg per capita).

The point is, while more than 90% of the world’s coffee supply comes from developing countries, the top consumers of coffee are industrialized economies.

Because coffee can only grow in specific climates, the countries that consume the most coffee must import it from the places that can grow them naturally, such as Brazil, Colombia, and Vietnam.

Continue reading here.



An insider’s take on the good, bad and investable in South Africa

It was a scene straight out of Animal Planet.

There, 30 yards away, were legions of elephants, at least 150 of them… with more lumbering in.

Their destination was a giant man-made water tank, which dozens of elephants were now congregating around, dipping their massive trunks over the tank wall for a drink.

This majestic sight was happening at Kruger National Park in South Africa, a mammoth animal preserve about the size of New Jersey.

My three days at the park were a highlight of a one-month trip to this fascinating country.

But the most interesting experience I had in South Africa was a night my friends and I spent on a secluded ranch about three hours west of Johannesburg.

Read more here.


How to spot a quality mining stock – and which stocks to avoid


Are You Ready For The Next Market Move?

“Warning Signs” – Goldman Sachs
Yale’s Crash Confidence Index Higher Than Dot-Com Bubble Top
Crucial New Research: Three Fortune-Protecting Rules For Even The Toughest Markets
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