Interest rates slashed, undervalued commodities, and gold poised for huge growth.

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“Natural resource assets have never been more undervalued, in my view.

Most commodity prices are trading near historical lows when measured against gold.

We’re at the early stage of recognizing that the monetary issues we face can’t be resolved unless nations begin to meaningfully accumulate gold.

The next phase comes when policymakers are compelled to slash interest rates at any cost in order to manage their growing debt burden.

That could mean firing Fed officials, introducing new frameworks to force rates lower, pressuring banks to absorb more Treasuries, or agreeing on deals with foreign central banks to buy US debt.

There’s virtually no limit to how extreme these policies could become.

The key point, however, is that once rates are artificially suppressed, it is highly unlikely that gold alone will benefit — as we are currently experiencing.

This phase of the cycle is likely to ignite a broader rally across the commodity space.

And we’re getting closer to that point in my view.”