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Jim Letourneau's Blog

Investing, Technology, Travel, Geology, Music, Golf. I think that covers it.

Picks and Shovels

Larry MacDonald of the Globe and Mail put together a well-balanced article featuring a few of my comments.

Finding ways to gain from the commodity boom


There aren't any Klondike gold rushes these days but we do seem to have a global commodity boom brewing again. That suggests modern-day purveyors of picks and shovels are likely to be found among the companies supplying miners, drillers and farmers.

We know that markets can turn in a hurry so don't forget to play defense while trying to eke out some gains on the current commodity run.