This video covers the three primary themes that have largely guided my investment & trade idea selection for 2014 & will likely do so for remainder of the year and into 2015. This video is longer than usual so for those wishing to skip ahead to a particular section, the following topics are covered in this order:

  1. A general overview of the three main themes for 2014: Bullish gold, silver & the associated mining stocks with the mining sector significantly outperforming US equities YTD; A more significant correction in US likely before year-end; New bull markets may be close at hand with select commodities such as coal, rare earth stocks, and certain agriculture commodities.
  2. An overview of gold & the precious metals mining sector including YTD performance statistics.
  3. An overview of the US equity markets.
  4. A look at some of the more promising commodities for the remainder of 2014 & likely into 2015 including the outlook for DBA (agricultural commodities ETF), wheat, corn, the coal sector and aluminum (as an example of a commodity sector poised for a correction and why I continue prefer a very selective vs. broad-based approach to commodities as with equities in general).