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Closely-followed billionaire hedge fund manager John Paulson, who famously bet against the subprime housing market in 2007, released his 13F regulatory filing revealing that his hedge fund increased its stake in gold in the second quarter to 44% of his funds equity assets. How much do you have invested in physical gold, gold ETFs, gold mining shares and warrants?

The warning bells are ringing, and they are ringing loudly. We've already allowed bad economics to lead to bad politics. Now, it's high time to put a stop to the cycle where bad politics undermines an already fragile economy. [Let me explain.] Words: 1085

Which major gold miner offers investors the most bang for their buck...depends on which metric you use to measure value, but one metric I like to look at is miner's proven & probable gold reserves in relation to its market capitalization. This statistic offers investors a quick glance at how much the market is valuing each ounce of gold on a miner's mineral reserve report. To make comparisons amongst gold miners more relevant, we're only going to focus on Proven and Probable gold reserves, as inferred, indicated, and measured reserves may not even exist. So which gold miners offer the best value in terms of reserves? Let's find out. Words: 850

The articles posted on this site are so serious in content it always is enjoyable when an opportunity presents itself to comment on a serious subject but still manage to put a smile on your face. This is one such occasion. Enjoy!

In today’s overleveraged world, greater deficits and government spending, financed by an expansion of public debt and the monetary base (“the printing press”), are not the answer to our economic woes. In fact, these policies have been proven to have a negative impact on growth. [Therefore] as long as we continue down this path, the “solution” will continue to be the problem. There is no miracle cure to our current woes and recent proposals by central planners risk worsening the economic outlook for decades to come. [Let us explain.] Words: 1510

Gold bulls often argue that the yellow metal will only go up as long as central banks continue to employ easy monetary policy however this thesis has been around so long that it might not even work anymore. That's the gist of what Deutsche Bank suggests in their most recent outlook for precious metals prices. In a note to clients, they write:

Marathon Oil has a great animation on the basics of hydraulic fracturing or "fracking." It explains how horizontal drilling works and explains the roles of water and sand. Take a look.

If you are interested in comparing the stats and ratings of companies operating in each of the commodity sectors you will find this analysis of great benefit in determining which company or companies to invest in. Words: 575

"The U.S., with $15 trillion in debt, and roughly $1.5 trillion in tax revenues, is an enormous disaster waiting to happen. At 10% interest rates the U.S. would use 100% of its tax revenues to finance the debt....This is why money printing is guaranteed...and this time, like it has before, it will lead to a financial crash [which] will be of a worldwide magnitude.”

BMO chief investment strategist Brian Belski went on Bloomberg TV yesterday and made a huge call: he told viewers that "we're on the verge of the next great bull market" in stocks ( see video here) outlining his bullish thesis based on 16 economic and market indicators he factored into his call which can be seen here.