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 […]