As markets Detach from Reality, Focus on Stocks Producing Real Things – Fat Tail Daily

Part One…

Over the next two weeks, I’ll be doing something a little different…

I’m sharing a recording of a live webinar held for my Mining: Phase One members with our value-focused investment specialist, Greg Canavan.

I think this is especially timely, given that there’s a lot of overlap between resource markets and investors focused on long-term value opportunities, like Greg.

Over the coming days, we’ll be sharing our unique insights and expertise. Greg will focus on the fundamental value aspect, and I will focus on the industry perspective.

I think you’ll find this valuable and insightful.

We’ll discuss markets, why a focus on commodities makes sense for long-term investors, plus specific strategies for targeting resource companies.

Click below to view Part One of our latest insights on the resource markets.