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Base Metals & Energy To Win In 2018 - USCF

Kitco News

Editor's Note: View Kitco News' full 2018 outlook coverage

(Kitco News) - Known as a fan favorite, the Expert Series brings together well-known investors and Kitco regulars to find out where they will be putting their money in 2018.

This year, Kitco News asked experts where they would invest $100,000 next year and why.

2017 has been anything but boring with new assets like cryptocurrencies making waves in financial markets. What does 2018 have in store? Check out what the experts have to say!

PART I: Avoid Tesla 'Above All Else' in 2018

PART II: Put Half Your Investment In The Best Of The Best Of 2017 - Rick Rule

PART III: Pick Miners With Low Cost And Good Management - Marin Katusa

PART IV: Base Metals & Energy To Win In 2018 - USCF

PART V: Keep 10% In Gold And Avoid Long-Term Bonds - Frank Holmes

PART VI: These Are The 3 Companies Brent Cook & Joe Mazumdar Like In 2018

PART VII: Here Are Top 3 Investments To Avoid In 2018 - Mickey Fulp

PART VIII: Everything & Gold Will Rise in 2018, Except Bitcoin - Expert

PART IX: This Will Drive Gold Prices And Miners In 2018 - Jordan Roy-Byrnes

Expert: John Love

Claim to Fame: President, CEO of USCF

The asset management firm manages $4 billion in assets.

 How would you invest $100k in 2018?

In a diversified basket of domestic and international stocks and bonds plus an allocation to alternative investments, including commodities and other things like private equity. 

Maintaining diversification is the best alternative to having a crystal ball, especially over the long run.

What will affect gold most in 2018?

Fear or lack thereof.  

What are the top 3 investments for 2018? Why?

Within commodities, industrial metals and energy are likely to do well.  These commodity sectors do well when the economy is healthy/expanding. 

Outside commodities, valuations are high, but a threat to growth has yet to become apparent.  I'd probably skew towards international and emerging market equities.

What 3 investments would you avoid in 2018? Why?

I'd like to say bonds, but I would have said that for the last several years and I've been proven wrong.

If you could describe 2017 in one word, what would it be?


What is your outlook for bitcoin in 2018?

The jury's out.  It might be the MySpace of digital currencies.  It might be everything its supporters think it will be.  It's been a great trade for some people.  Bottom line: proceed at your own risk.

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.