October 7, 2022

Bye Bye BC’s killer whales (updated) – Richard Mills

2022.10.07 Unusually warm weather and forest fires burning into October are two signs […]
October 5, 2022

A growing global dystopia – Richard Mills

2022.10.05 A new research paper by the International Monetary Fund estimates that the […]
September 21, 2022

Even the so-called experts are wrong about critical metals supply – Richard Mills

2022.09.21 The move away from fossil-fuel-powered vehicles to EVs run on batteries is […]
September 17, 2022

How much longer can the dollar trade last? – Richard Mills

2022.09.17 This year has seen a correction in the gold price, commensurate with […]
September 3, 2022

Hunger stones, wrecks and bones

2022.09.03 Hundreds of years ago, early Europeans hit with a devastating drought thought […]
June 24, 2022

BC bracing for more floods, brought on by late snowpack, heavy rains and sudden hot weather

2022.06.24 British Columbia is once again locked into a weather pattern seemingly dictated […]
June 17, 2022

Falling Dow to gold ratio

2022.06.17 We call ourselves Ahead of the Herd because we see things before […]
June 9, 2022

ESG needs a rethink

2022.06.09 Last month, we reported that Tesla, the largest electric vehicle manufacturer, was removed […]
June 8, 2022

Let them eat cake

2022.06.08 Dirt. We spit on it, kick it off our shoes, wash it […]
June 7, 2022

Top reasons to suffer summer blackouts

2022.06.07 While the Covid-19 pandemic was dominating headlines in 2020, another major crisis […]
June 3, 2022

The Fed option nobody is talking about

2022.06.03 History tells us that previous Fed rate hikes to deal with uncomfortably […]
May 31, 2022

Why metals, energy and food prices will remain elevated

2022.05.31 With inflation in the US reaching its highest in 40 years, there […]
May 30, 2022

Food, a global crisis – How bad is it going to get?

2022.05.30 A comparison of this year’s grocery bills to last year’s yields a […]
May 28, 2022

Get ready for extreme heat and its effects on crops, lives

2022.05.28 The climate on planet Earth is changing, and a lot faster than […]
May 27, 2022

BTV-Business Television features Dolly Varden Silver on BNN Bloomberg & FOX Business

2022.05.27 TV BROADCAST NETWORKS and TIMES: CANADA: BNN Bloomberg – Saturday May 28 @ 8:00pm ET, Sunday May […]
May 26, 2022

Russia’s war in Ukraine, seen through the lens of fossil fuels and climate change

2022.05.26 When Russia invaded Ukraine in February, pundits explained it as President Vladimir […]
May 24, 2022

Glacial melt accelerating fresh water crisis

2022.05.24 It’s slightly mind-blowing to know that, while 70% of the Earth’s surface is […]
May 20, 2022

Stripped of its ESG credentials, Tesla continues to pursue dirty nickel in Indonesia

2022.05.20 As shareholders demand that companies place more emphasis on environmental, social and […]
May 19, 2022

Top reasons why diesel fuel will get much more expensive

2022.05.19 Consumers today are mostly worried about gasoline prices approaching “unaffordable” territory, but […]
May 12, 2022

5 reasons why food will get more expensive

2022.05.12 A comparison of this year’s grocery bills to last year’s yields a […]
May 4, 2022

Gold as money gaining popularity, what’s in your wallet?

2022.05.04 The allure of gold goes back thousands of years.  Due to its […]
May 2, 2022

5 ways to invest in gold

2022.05.02 Although gold offers neither a yield (bonds, GICs) nor a dividend (stocks […]
May 1, 2022

Top 5 reasons to invest in the green economy

2022.05.01 The green economy is one of the most important buzzwords of the […]
April 29, 2022

Top 5 reasons to ‘think zinc’

2022.04.29 Zinc is the fourth most used metal today in terms of annual […]
April 29, 2022

MMT, emerging markets and the scramble for resources

2022.04.29 In our last article, we discussed a proposed new economic model for […]
April 27, 2022

China will be poster child for developing countries MMT

2022.04.27 Modern Monetary Theory, or MMT, posits that rather than obsessing about how […]
April 24, 2022

If it can’t be grown it must be mined – Part 2

2022.04.24 In our last article, ‘If it can’t be grown it must be […]
April 24, 2022

If it can’t be grown it must be mined

2022.04.24 Last year mining analysts Mike Kozak and Matthew O’Keefe of Cantor Fitzgerald […]
April 22, 2022

Will the Fed raising interest rates cause a recession?

2022.04.22 A recession is what results when an economy stops growing. The National […]
April 17, 2022

5 reasons why silver will shine long-term

2022.04.17 2022 was looking like another underwhelming year for silver, which was stuck […]
April 16, 2022

Gold-oil ratio points to higher gold prices

2022.04.16 The gold-oil ratio is an important indicator of the global economy’s health. […]
April 14, 2022

Some say China isn’t driving the next commodity super-cycle. We beg to differ

2022.04.14  The new “commodities super-cycle” touted by many including Goldman Sachs, may be […]
April 4, 2022

A new “Paris Agreement” sets the plastic age on countdown

2022.04.04 March 1, 2022 could well be looked back upon as a monumental […]
February 5, 2022

The paradox of going green

2022.02.05 We have come to terms that a global transition to clean energy […]
January 19, 2022

Evanesce tackling single-use plastic problem with 100% compostable straws and Styrofoam alternatives

2022.01.19 Think about this: Every time you buy a soft drink that comes […]
January 11, 2022

Foreign Treasury buyers take pause: a story told in charts

2022.01.11 China and Japan are by far the largest buyers of US Treasuries. […]
January 7, 2022

Rushing headlong into electrification, the West is replacing one energy master with another

2022.01.07 The United States and its allies, such as Canada, the UK, the […]
December 28, 2021

Renewable energy will not replace fossil fuels and nuclear

2021.12.22 An especially cold fall and an even colder blast of winter on […]
December 28, 2021

Plugging the fossil fuel energy gap with nuclear

The modernization and electrification of our global transportation system will require a change hitherto unprecedented in the history of civilization. Not even the shift from horse and buggy to the crank-start Ford Model T can compete with what it will take to electrify the billion-plus cars on the planet’s roads, and eventually put a complete stop to noxious tailpipe emissions resulting from the combustion of gasoline and diesel fuel, that are poisoning the air we breathe.

For now, thorium is a theoretical solution to our energy dilemma, but it could be much more than that. A concerted effort to develop thorium reactor technology could provide stable, clean, base-load power for millions, something that is not possible with renewables due to the intermittency factor and the current early stages of renewable battery storage technology. It is safer and better for the environment than uranium and can even use radioactive waste as feedstock for the nuclear reaction, thus killing two birds with one stone. The market is not yet ready for thorium, but when it is, a whole new mining sector and supply chain will be born.
December 21, 2021

Gold to oil ratio: Gold heading higher on rising energy prices

2021.12.21 The gold to oil ratio is an important indicator of the global […]
December 7, 2021

The world produces enough food, so why are so many going hungry?

2021.12.07 What does it mean to go hungry? The United Nations says hunger […]
November 25, 2021

Nanoplastics — invisible vectors of disease and death

National Geographic says the problem of discarded plastic is so severe, that if nothing is done, by 2050 the oceans will contain more plastic than fish, ton for ton.

Especially worrying are “nanoplastics” — pieces that are so tiny, they are able to penetrate human cell walls.
November 23, 2021

Bye bye BC’s killer whales

2021.11.23 British Columbia residents are learning new climate science terms being used by […]
November 18, 2021

Extreme weather, failed climate talks, food inflation: the new normal hits home

2021.11.18 Residents of southern British Columbia only had a few weeks of peace […]
November 12, 2021

BC’s Golden Triangle is the West’s solution to its copper supply dilemma

2021.11.12 A lot of our recent focus has been on the copper market, […]
November 1, 2021

The Big Three Commodities of Electrification and Decarbonization

2021.11.01 https://www.financialsense.com/podcast/20100/big-three-commodities-electrification-and-decarbonization Rick Mills, author of the aheadoftheherd.com newsletter, discusses the long-term investment […]
October 21, 2021

Love Pharma embodies the new era of a booming global wellness industry

2021.10.21 While the concept of wellness has been around for ages, it was […]
October 15, 2021

Is the US willing to give up the world’s reserve currency to fix its trade deficit?

2021.10.15 The balance of trade is an important barometer of a country’s economic […]
September 24, 2021

5 good reasons to be bullish on electrification metals

2021.09.24 While there is little we can do to prevent climate change — […]
September 22, 2021

Could the Skyscraper Index predict the next crash?

2021.09.22 Economists love to tout theories that investors can use to predict the […]
September 21, 2021

Evergrande not a Minsky Moment

2021.09.21 The selloff in stocks that started last week and continued on Monday […]
September 15, 2021

Following the minerals

2021.09.15 “Nature abhors a vacuum” is a familiar maxim in science. It means […]
September 12, 2021

In Gold We Trust

2021.09.12 Inflation is one of the best determinants of gold price movements, because […]
September 10, 2021

Economists warn of coming stagflation

2021.09.10 There is an old joke often told about economists: Three economists are […]
September 8, 2021

The Debt Trap Part Three: A Debt Jubilee

2021.09.08 Lower interest rates and massive asset purchases by central banks are the […]
September 1, 2021

The Debt Trap Part Two: 50 years of fiat folly

2021.09.01 A year and a half into the covid-19 battle, with no end […]
August 26, 2021

The debt trap: Part 1 of 3

2021.08.26 The US Federal Reserve is severely constrained in how much it can […]
August 20, 2021

Gold and the ‘taper tantrum’

2021.08.20 Gold prices are slipping as talk of a “taper tantrum” has investors […]
August 18, 2021

Drought, Food, Water, Fire: 4 Horsemen of the Apocalypse stalk western provinces and states

2021.08.18 It was hard to believe the wildfire situation in British Columbia could […]
August 13, 2021

Fire and Ice

2021.08.13 A prolonged stretch of hot weather in southern British Columbia has seen […]
August 11, 2021

Gold and silver thrive in high-debt environments

2021.08.11 Struggling to contain the economic fallout from the pandemic, central bankers have […]
August 9, 2021

Why commodities? Why now?

2021.08.09 Where should a smart investor park their savings in this current market, […]
August 6, 2021

Why the Fed is wrong about inflation being ‘transitory’

2021.08.06 If rising food prices are ruining your appetite, you’re not alone. Costs […]
July 27, 2021

How climate change is reducing food production and pushing tens of millions to the brink of famine

2021.07.27 A scorching summer heat wave, thought to that killed over 700 Vancouver-area […]
July 20, 2021

New set of priorities needed for unstoppable global warming

2021.07.20 Heads of state gathered on Dec. 12, 2015, for the 21st conference […]
July 16, 2021
Sprout-less Gold now Tier 1 Capital

‘Lower for longer’ interest rates + non-transitory inflation keep the shine on gold

2021.07.16 At AOTH we are invested in commodities we expect are going to […]
July 15, 2021

Gold marches higher following dovish Fed comments

2021.07.15 A lift in the gold price is welcome news to gold investors, […]
June 11, 2021

‘Greenwashing’ is tainting the rush to electrification

What’s the point of making supposedly “green” battery components when the refining process is so dirty?
June 2, 2021

The future of Canada’s nickel supply is NOT Indonesia

AOTH’s favorite nickel junior is Renforth Resources (CSE:RFR, OTC:RFHRF, WKN:A2H9TN), whose Surimeau nickel sulphide project covers an area of about 260 square kilometers south of the Cadillac Break in Quebec, among current and former producing mines.
May 31, 2021

Copper roars past $4.60 as resource nationalism grips market

A number of happenings in the copper market conspired to elevate the spot price beyond $4.60 a pound on Thursday, confirming Ahead of the Herd’s suspicions that a new wave of resource nationalism in some of the largest copper-producing nations is washing over the sector.
May 27, 2021

‘Not hard to dig a hole’ anti-mining Democrats say

Joe Biden’s position on mining has always been murky.

Publicly the veteran Senator turned US President says all the right things to show mine workers he is on their side. Away from the cameras Biden is listening to the anti-mining left wing of his Democratic Party controlled by liberal progressives and environmentalists, doing whatever he can to scupper new mining projects and oil pipelines.
May 23, 2021

Country risk: the best and worst places to mine

Resource nationalism is the tendency of people and governments to assert control, for strategic and economic reasons, over natural resources located on their territory. It has been identified as one of the key risks for investors in the natural resources sector.

Miners are easy targets because mining is a long-term investment and one that is especially capital intensive. Mines are also immobile, so mining companies are at the mercy of the countries in which they operate. Outright seizure of assets happens using the twin excuses of historical injustice and environmental or contractual misdeeds. There is no compensation offered and no recourse.
May 21, 2021

Copper con

If you needed upwards of 50 million tonnes of copper over the next five years, and had very little production of your own, what would you do?

I’m thinking you would manipulate the market like crazy trying to get everyone to believe there is a huge surplus instead of a major deficit.
May 18, 2021

Running on MT — peak copper

In a previous article we proved peak gold; in this piece, a deep dive into copper supply depletion, we ultimately reach the same conclusion, ie., that we have reached peak copper.
May 14, 2021

Rising food prices threaten world’s most vulnerable

Continuing the US (and Canadian) economic recovery is obviously important but it should not come on the backs of the poor who bear the most weight of inflation, particularly increases in food prices.

Government officials need to be aware of how their monetary and fiscal policies are impacting the most vulnerable in society.
May 8, 2021

Dark side of green

What’s the point of making supposedly “green” battery components when the refining process is so dirty?
May 3, 2021

Death by resource depletion

Look up the word sustainable in the Oxford English dictionary and you get the following definition: “avoidance of the depletion of natural resources in order to maintain an ecological balance.”

Unfortunately the world’s ecological balance has not been right for a very long time. As a society, we are consuming resources far more quickly than we are replacing them, which is the very definition of unsustainable.
April 29, 2021

Gold, silver, inflation and Quantifornication ‘out the wazoo’

While precious metals have somewhat been subdued over recent weeks, there’s a storm brewing that could set gold, and by extension silver, on an upward trajectory once again.
April 21, 2021

Gold’s perfect storm

There’s an old saying on Wall Street: “Six percent interest will draw money from the moon.” And it’s true, but what is also true is, 1/ As long as real interest rates are below 2% gold is in a bull market and 2/ Real interest rates below 2% draw investors to gold.

Central banks know this, so do educated gold buyers.

With Treasury notes paying such low net yields, gold becomes an attractive investment.
April 17, 2021

Mined gold supply still not keeping up with demand

With gold prices rising 22% in 2020, a pertinent question is whether the world can produce enough of the precious metal to meet rising demand — especially considering we are entering what could be a particularly ugly period of inflation
April 14, 2021

Inflation, real interest rates revisited

Gold prices ticked higher on Tuesday after inflation data showed US consumer prices rose in March for the fourth straight month and inflation hit its highest level in 2.5 years.

The US Federal Reserve, whose dual mandate is to keep inflation in the “Goldilocks zone” of around 2% and to control unemployment, has been downplaying inflation, telling the public that even if prices rise, it will only be temporary.
April 13, 2021

ESG seen as biggest risk to mining industry

ESG was a dominant theme running through this year’s AME Roundup conference in Vancouver.

Ross Beaty, chairman of Pan American Silver and Equinox Gold, said “It’s just critical. Every single meeting you have with investors, it’s number one on the topic (list).”
April 11, 2021

The mounting obstacles to battery/ energy metals supply parity

“The adage of ‘if it can’t be grown it must be mined’ serves as a reminder that electric vehicles, transitional energy, and a green economy start with metals. The supply chain for batteries, wind turbines, solar panels, electric motors, transmission lines, 5G — everything that is needed for a Green Economy starts with metals and mining. Demand for these metals, principally lithium, nickel and cobalt on the battery side and copper, uranium and rare earth elements on the energy side is expected to rise rapidly.”
April 10, 2021

Entheon Biomedical commercializes industry’s first psychedelics genetic test kit

As pioneers of a leading-edge addiction recovery solution based on psychedelic medicine, Entheon Biomedical Corp. (CSE: ENBI) (FSE: 1XU1) has been actively expanding its business over the past weeks. The culmination of that work is the release of a potentially groundbreaking product in the field of psychedelic therapy, which would also represent the company’s first revenue stream.
April 9, 2021

America’s Suez

Amid bombastic statements that scared US consular officials and alienated allies, like calling North Korea’s Kim Jong-un “rocket man”, rejecting the Iran nuclear deal and declaring that the US embassy would be moved from Tel Aviv to Jerusalem, former President Trump occasionally had flashes of brilliance.

One such instance was said to have occurred regarding Taiwan.

According to John Bolton’s memoir, Trump liked to point to the tip of a Sharpy and say, “This is Taiwan,” then motion to the desk in his Oval Office and say “This is China. Taiwan is like two feet from China, we are 8,000 miles away. If they invade there isn’t a f&%*ing thing we can do about it.”
April 5, 2021

The US has a metals problem

Years of neglecting its critical metal supplies is catching up with the United States, as demand for the raw materials needed to build a new green economy that rejects fossil fuels gears up.
March 31, 2021

We are drowning in plastic

As the fight against the coronavirus continues to take center stage, an insidious environmental problem is getting worse: plastic pollution.

The global health crisis has prompted a rush for single-use plastic just as governments around the world were taking steps to curtail or ban its usage. Demand has surged for everything from face shields and gloves to takeaway food containers and bubble wrap for online shopping — most of which cannot be recycled and is ending up as waste.
March 25, 2021

Wage slaves vs gold owners

According to Pew Research the real average wage, which Pew defines as “the wage after accounting for inflation” has roughly the same purchasing power as it did 43 years ago.

In real terms average hourly earnings peaked more than 45 years ago: The $4.03-an-hour rate recorded in January 1973 had the same purchasing power that $23.68 would today
March 21, 2021

Arctic mines face thawing permafrost disaster

The thawing of permafrost is yet another manifestation of climate change, that populations living near it will have to deal with in the coming decades as global warming accelerates, particularly in the polar regions

Mining is often deemed complicit in the rise of greenhouse gas emissions, given its use of heavy machinery and ground disturbance, but in this case, in areas where the ground is permanently frozen but starting to thaw, operations can be negatively impacted, and big miners are having to shell out millions. We have seen the implications of thawing permafrost at Teck’s Red Dog Mine in Alaska, and at Norilsk Nickel’s Oktyabrsky and Taimyrsky mines in Siberia.

The problem is not going away; in fact, there is every indication it will get worse.
March 19, 2021

Arcology releases optimized version of CryptoKitties, the most popular game on Ethereum blockchain

One of the most iconic and successful ventures to come out of the 2017 crypto mania was a blockchain-based game called CryptoKitties.

As CryptoKitties’ popularity grew, so too did investor interest. In 2018, top venture capital firms Andreesen Horowitz and Union Square Ventures pumped $12 million into the development studio responsible for the original game.

To demonstrate its superiority to the Ethereum network, Codebase announced last month that Arcology has released an improved version of CryptoKitties. The new game — called LightspeedKitties — was optimized to take advantage of Arcology’s processing power and native ability to dynamically adjust to network demands.
March 18, 2021

Love Hemp inks multi-million-dollar, 5-year deal with UFC

CBD start-up Love Hemp Group PLC (AQSE:LIFE, OTCQB:WRHLF) one of the UK's leading CBD and Hemp product suppliers, and UFC®, the world's premier mixed martial arts organization, today announced a five-year agreement that names Love Hemp the Official Global CBD Partner of UFC®.

The multi-million-dollar, five-year deal pairs the world’s premier mixed martial arts organization, and the largest pay-per-view event provider, with the leading UK supplier of hemp and cannabidiol (CBD) products.
March 16, 2021

Call for domestic mining of critical minerals is finally being answered

North America relies heavily on foreign supplies of critical minerals — the raw materials it needs to become a leader in high technology, transportation, energy, and defense. Materials like lithium, graphite, and tin.

For years, the United States and Canada did not bother to explore for these minerals and build mines. Globalization brought with it the mentality that all countries are free traders, and friends. Dirty mining and processing? NIMBY. Let China do it, let the DRC do it, let whoever do it.

China recognized opportunity knocking and answered the door
February 26, 2021

Bitter US cold snap is a sign of the times

2021.02.26 The polar vortex is at it again. The weather phenomenon responsible for […]
February 18, 2021

Entheon Biomedical: Psychedelic-assisted therapy presents a new pathway to solving Canada’s opioid crisis

2021.02.18 Despite improvements in medical technology and billions of dollars injected into treatment […]
April 13, 2019

How central bank gold buying is undermining the dollar

2019.04.13 Ahead of the Herd has been digging into why central banks are […]