The November edition of Donald Coxe’s Basic Points research report (subtitled “The Power of Zero”) has just been published. His investment recommendations, as summarized in this document, are listed in the paragraphs below, but I do recommend you also read the full report at the bottom of the post. (Also note that Donald’s weekly webcasts can be accessed from the sidebar of the Investment Postcards site.)

1. Remain underweighted in US equities-as a percentage of total equities within global portfolios, and as a percentage of assets in US balanced portfolios. Underweight US bonds in global portfolios.

The Obama long-term financial projections for the US are high risk and unsustainable. Forthcoming elections-or a currency crisis-could induce some discipline, but within the OECD, the US should probably no longer be accorded top ranking for bonds and stocks.

2. Within the US market, underweight US economy-related

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It was a very uneventful Thursday…at least as far as gold and silver prices were concerned. Both metals rose and fell gently from the beginning of Thursday’s trading in the Far East…right up until the London silver fix 13 hours later…which is noon in London and 7:00 a.m. in New York. By that time, their respective prices were both back to almost unchanged on the day. But once the silver fix was in, gold tacked on about $7…and silver gained around 16 cents by the end of New York trading at 5:15 p.m. A certain amount of this rise may have had something to do with the falling US dollar…which began its descent shortly before 11:00 a.m. in New York.

The only happening of note, was that every attempt by gold to breach $940…or silver to break above $14…was quietly turned back.

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With Gold prices now close to $1,000 an ounce, Hunt Gold Corp.’s gold mining properties are substantially increasing in value. In fact, Jeffrey Nichol, head of American Precious Metals Advisors, claimed yesterday that Gold Prices could rise higher than $2,500 per ounce in the future.

Hunt Gold also retains interest in Silver Mining through its stockholding in a Silver Company. Silver has also done extremely well the past few months, rising from $8.40 an ounce to more than $14 an ounce. The company’s valuation will continue to rise as precious metal prices benefit from investors’ demand for “safe haven” investments.

Let us hear your thoughts: Hunt Gold Corporation Message Board

Although many would have expected Silver and Gold to be hitting all time highs during the recent market turmoil over the financial system, both metals have actually been hit pretty hard. Silver has fallen the most, going from $19.55 an ounce in July of last year to just less than $8.50. What made this happen?

Although there are theories of manipulation and governmental interference, we will focus on what is ‘known’. First, hedge funds were forced to sell their positions in the market as their clients withdrew their funds. Many of these institutions were highly leveraged, causing an even greater amount of selling. The second most apparent reason precious metal prices fell was the astonishing strength of the U.S. Dollar.

First, remember that Gold is a finite resource. There is only so much of it in the world, and then it’s gone. This is a

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Gold was firmer on Monday, tracking a climb in crude oil prices on the back of burgeoning tensions in the Middle East, although it retreated from earlier highs as oil gave up some of its gains.

Weakness in the dollar is also supporting gold, while a slide in the value of sterling to a record low versus the euro helped to take the precious metal to a new all-time high when priced in British pounds, according to Reuters data.

Spot gold reached a session high of $889.55 an ounce, its strongest level since Oct 10, but eased to $875.20/877.20 by 1422 GMT from $866.80 late in New York on Friday.

In sterling terms, gold hit a new all-time high of 605.07 pounds an ounce, up from 592.40 pounds on Friday. U.S. gold futures for February delivery climbed $6 to $877.20.

“Gold is following

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Almost everything we use in modern society contains large amounts of raw materials. And they can’t be mined fast enough to keep pace with demand, especially from emerging markets. Lundin Mining Corp. (NYSE:LMC) is a strong Canadian mining company, with no debt and world-class assets. And it is a steal at today’s beaten down prices.

This from Investment U:

Consider that your computer could contain up to 38 separate chemical elements and that all of those elements needed to be mined and refined. Everything from cell phones to housing supplies requires massive amounts of raw materials.

Our modern lifestyle encourages us to buy the latest products, all made with increasing amounts of technology - and more raw materials.

But industrialized nations aren’t the only players clamoring for these commodities. Developing nations around the world are pounding the table for more of everything. They want what the industrialized west has had for

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Unearth Big Gains from the Commodity “Supercycle”

The latest research from the Investment U Advisory Panel Friday, November 28, 2008: Issue #893

Consider that your computer could contain up to 38 separate chemical elements and that all of those elements needed to be mined and refined. Everything from cell phones to housing supplies requires massive amounts of raw materials.

Our modern lifestyle encourages us to buy the latest products, all made with increasing amounts of technology - and more raw materials.

But industrialized nations aren’t the only players clamoring for these commodities. Developing nations around the world are pounding the table for more of everything. They want what the industrialized west has had for years. And they want it now.

And that’s just the problem. There isn’t enough of it being produced fast enough to satisfy everyone. An imbalance exists between producers, supplies and ...