What commodities will benefit most if a post-pandemic recovery happens in H2 2021?

January 15, 2021

John Kaiser, Founder of Kaiser Research joins me to look ahead to possibly the second half of 2021 when the economy starts to recovery from the pandemic. We focus on the different commodities that John thinks will benefit the most at this time. Time frame is really just a guess but the factors that will lead the recovery can be predicted based on what the government and large corporations have stated.

john also provides an update on a couple stocks that he likes in the rare earth elements and nickle sectors.

Click here to visit the Kaiser Research website.

    Jan 15, 2021 15:53 AM

    Mitch McConnel in the Senate needs 17 Republicans to join the Democrats in order to obtain two-thirds majority to convict Trump. The whispers behind the curtain is that he is lobbying to get 18 so nobody has to be that 17th vote.

    Jan 15, 2021 15:57 AM

    My order to buy more LOMLF just executed. Watch gold tumble now!
    Maybe my order to buy more BBBXF will also execute…

    Jan 15, 2021 15:00 AM

    Bought some Brixton for the first time..

    Good luck to all!


      Jan 15, 2021 15:09 AM

      Glen, I look forward to meeting you, Matthew, Eric Sprott, Robert Friedland, and Pierre Lassonde at the Brixton annual picnic.

    Jan 15, 2021 15:16 AM

    GDX, HUI and XAU fully saturated.
    However, new kid GDM is not.
    More downside Monday?

    Jan 15, 2021 15:43 AM

    I too added more Brixton.
    I’d love to see some pro TA or hear some positive opinions.

      Jan 15, 2021 15:47 AM

      correction, my bid has yet to be filled for Brixton

        Jan 15, 2021 15:18 PM

        My order to buy BBBXF just filled@.172

    Jan 15, 2021 15:28 PM

    There will be some pressure on the PMs and stocks for awhile longer but for those that hold long term, it’s a gift and a chance to add to positions or take new positions.

      Jan 15, 2021 15:29 PM

      It’s looking that way Doc, and yes it will be a nice gift to resource investors to be able to buy the dip. I’ve already been nibbling at positions that have pulled back in meaningful ways, and that have dipped down below where I trimmed them at higher levels.

        Jan 15, 2021 15:57 PM

        I think we’re going to see another up and down type pattern. Though, given Glenster’s awesome last two calls of late, I’ll have to give him respect for his call of soon seeing a big leap up following this shoulder. I’ll weigh that perspective in my approach over the next couple of weeks. So, I’ll be venturing in with mostly add-ons to what I already have with shared consideration toward ones I anticipate will have more elasticity on a move upward and ones I am holding for longer term.

          Jan 15, 2021 15:17 PM

          Good thoughts Canuckski. Yes, that sounds like a solid strategy to add on to your current positions that, as you stated, “anticipate will have more elasticity on a move upward and ones I am holding for longer term.”

          I’ve been doing some of the same by adding to highly prospective yet riskier drill plays, but also fortifying some of the more established longer term value positions, that will do well during the balance of the bull market.

          Yes, after the corrective moves in a bull, comes the next wave higher, so investors should have their shopping lists out to pounce on any further clearance sales, as they present themselves.

    Jan 15, 2021 15:00 PM

    Doc, I’m not sure how much more downside we have here but this pattern has been up and down as Canuck as so nicely out it. Thanks Canuck for always giving me such praise when in fact you and others are just as worthy of not more.

    Again I repeat doc I’m not sure how much further down you think these shares have but I will tell you from what I hold in my portfolio, this drop has only made one of my holdings make a lower low Since the November low and understandably so because it was an etf and as we know those are wild swings both ways.

    My point is that I think we have bottomed and the low is in however we could have one more hit down before we reúne you but at this point I would advise all to have made some buys and hold the Fort. We are about to embark on a massive wave up. Until gold breaks that November low, this glen here Will stick and hang on to that right shoulder that I’m seeing before anyone seen it over a month ago. Well maybe some of you smart lads out there on the ker family. We do have quite the smart ones here.

    Right shoulder formation remains intact until broken then I will except defeat although I will keep buying.


    Jan 16, 2021 16:30 AM

    Next time you have John Kaiser on, please have him comment on GNG. He used to comment on it all the time back in 2020 – now that it’s in the toilet, nothing! I’d like to hear his current perspective on GNG. And please – pay some attention to improving your “Share Your Thoughts” section. You need a microscope to work with it. Not at all user friendly. You can do much better than this!

      Jan 16, 2021 16:04 AM

      I am happy to do that John. By the “share your thougts area, I assume that you mean our blog. Please reply to me directly in the political comments section and I will put time into it including calling John.