About Us

Our Focus

Fundamentals,

not fads

Value

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Long term,

high quality

White Papers

In 2004, we wrote "The Case for Silver." At the time, silver was approximately $6 per ounce. Within five years, silver approached $50 per ounce.

The Case for Silver

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The Case for Land

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In 2006, we wrote "The Case for Land." We argued that residential and land prices were an enormous bubble and it was time to get prepared for what we call a "special opportunity." We were prepared to take action during the colossal real estate price collapse of 2008.

The Case for Real Assets

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Our current investment thesis makes the case for moving from financial assets (stocks and bonds) to real assets (precious metals, commodities, etc).

Contrarian

Point of maximum financial risk

Point of maximum financial opportunity

Contrarian investing is not for everyone. In fact, by its very definition, it is not for most. Investing against the crowd can be uncomfortable, but it may create attractive risk/reward situations.

Contrarian Legends

Jeremy Grantham

"I believe that the only things that really matter in investing are the bubbles and the busts."

Sir John Templeton

"To buy when others are despondently selling and to sell when others are euphorically buying takes the greatest courage, but provides the greatest profit."

Warren Buffet

"The herd instinct is the strongest emotion; especially dangerous in investing. The intelligent investor is likely to need considerable will power to keep from following the crowd. We simply attempt to be fearful when others are greedy and greedy only when others are fearful."