May 1, 2020

Breadline blues

2020.05.01 Is it safe to re-open? That is the question facing US governors […]
April 30, 2020

Gold versus fiat

2020.04.30   What exactly does it mean when pundits say that gold is […]
April 25, 2020

The Fed can’t print silver

2020.04.25 Silver prices will test $19 an ounce later this year on the […]
April 17, 2020

A massive bull market is building for gold

2020.04.17 Imagine, if you will, there was no coronavirus. No haz-mat suits, medical […]
April 14, 2020

Is it time to expel China from the world community?

2020.04.14  “Today the House of Representatives has taken an historic step toward continued […]
April 7, 2020

Gold closely tracks debt-to-GDP ratio

2020.04.07 The debt-to-GDP ratio is an important metric economists use for comparing a […]
April 6, 2020

The coming supply crunch

2020.04.06 As I write and you read, the world economy is getting pummeled, […]
April 1, 2020

Blacktop politics

2020.04.01  Benjamin Franklin once said; “Out of adversity comes opportunity.”  The adversity the […]
March 31, 2020

US between Scylla and Charybdis

2020.03.31 I’m just going to come right out and say it: The United […]
March 25, 2020

Negative real rates puts shine on Getchell’s gold

2020.03.25 A number of factors influence gold prices (mainly the US dollar, gold […]
March 21, 2020

The new stay at home economy

2020.03.21 For a lot of workers, the coronavirus is starting to get personal.   […]
March 17, 2020

How a ‘Debt Jubilee’ + mining could be a path to coronavirus recovery

2020.03.17 Stock markets rebounded on Tuesday, after the White House announced further measures […]
March 14, 2020

Economic stimulus can’t save US from deflation and recession

2020.03.14 One of the worst weeks on Wall Street mercifully ended on Friday. […]
March 7, 2020

Coronavirus infects dollar

2020.03.07 Up to a month ago the US dollar was showing resilience in […]
February 26, 2020

Trump or Sanders? Both will pile up the debt

2020.02.26 Whether it’s a Democrat or a Republican installed in the White House […]
February 22, 2020

Gold and bonds soar on ‘fight to quality’

2020.02.22 Gold and silver prices went parabolic this week during a raging storm […]
February 21, 2020

Paper money rejection is gold’s Minsky Moment

2020.02.21 In our last article (A Minsky Moment is coming for gold) we […]
February 20, 2020

A Minsky Moment is coming for gold

2020.02.20 “Minsky Moment” refers to the idea that periods of bullish speculation will […]
February 12, 2020

The DRC just turned the screws on cobalt supply

2020.02.12 The Democratic Republic of Congo (DRC) is finally doing something about cobalt […]
February 9, 2020

Copper market is a coiled spring

2020.02.09 As the third most-consumed metal on earth, behind iron and aluminum, copper […]
February 5, 2020

Coronavirus and the vulnerability of critical mineral supply chains

2020.02.05 Just in time (JIT) is an inventory system designed to efficiently match […]
February 5, 2020

The end of the global economy

2020.02.05 The Trump administration has just granted its Commerce Department sweeping powers to […]
January 9, 2020

How mining M&A is starving juniors

2020.01.09 A brisk wind of investment dollars is blowing in the direction of […]
January 1, 2020

Two Bullets

2017.06.25 I’ve read the following article so many times I can just about […]
December 20, 2019

Gold vs cash in a crisis

2019.12.20 Mattress stuffers or bullion holders? Who fares better in a crisis? North American […]
December 17, 2019

Copper price drivers

2019.12.17 The copper price was holding steady at $2.79 per pound, Monday, just […]
December 4, 2019

The US pivot to Africa

2019.12.04 As world leaders gather in London this week for the NATO Summit, […]
October 22, 2019

Copper noose tightening

2019.10.22 Copper prices surged to a one-month high on Monday, on potential supply […]
October 19, 2019

The Coming Great Global Reset

2019.10.19 In the first quarter of 2019, global debt hit $246.5 trillion. Encouraged […]
October 17, 2019

Building America’s mine to battery to EV supply chain

2019.10.17 In 2010 the US Department of Energy’s Critical Materials Strategy included lithium as one […]
October 12, 2019

Leading Indicators Point to Higher Gold

2019.10.12 Anticipation of a trade deal between the United States and China had […]
October 5, 2019

Feeding the world vs saving the planet

2019.10.05 When China closed its door to all US agricultural exports in August, […]
September 25, 2019

More smelters, scrap metal ban driving Chinese copper imports

2019.09.25 Despite evidence of a slowing economy, shipments of raw materials are gliding […]
September 4, 2019

Five Feet High And Rising

2019.09.04 How high’s the water, mama? Five feet high and risin’ How high’s the […]
August 5, 2019

Golden consequences

2019.08.05 The long-anticipated US Federal Reserve decision last Wednesday to notch interest rates […]
July 30, 2019

Why Trump’s low-dollar plan won’t work

2019.07.30 The slowdown in the United States, and throughout the world, has led […]
July 17, 2019

Africa rising

2019.07.17 A lot of resource investors stop listening to corporate presentations when they […]
July 6, 2019

Quantifornication round 4 on its way

2019.07.06 Californication is a brilliant 1999 song by the Red Hot Chili Peppers. Many of […]
July 6, 2019

Quantifornication round 4 on its way

2019.07.06 Californication is a brilliant 1999 song by the Red Hot Chili Peppers. Many of […]
July 3, 2019

Resource extraction melee

2019.07.03 A headline this week from The Northern Miner grabbed my attention – […]
July 3, 2019

De-dollarization has begun

2019.07.03 In the 1960s, French politician Valéry d’Estaing complained that the United States […]
June 27, 2019

US prepares for Currency war

2019.06.27 The 1997 Asian Financial Crisis serves as a reminder of what happens when competing […]
June 25, 2019

Bonds and equities versus gold

2019.06.25 North American stock markets continued to rise on Friday, as more investors […]
June 20, 2019

Why are central banks buying gold and dumping dollars?

2019.06.20 The US Federal Reserve, the country’s central bank, did what many expected […]
June 20, 2019

Why are central banks buying gold and dumping dollars?

2019.06.20 The US Federal Reserve, the country’s central bank, did what many expected […]
June 18, 2019

Dancing closer to the exits

2019.06.18 When Americans elect or re-elect a president in the fall of 2020, […]
June 1, 2019

How China wins trade war

2019.06.01 The trade feud between the US and China has deteriorated into trench […]
May 14, 2019

Three safe-haven reasons to own gold

2019.05.14 “It’s the tail that wags the dog” is defined by Urban Dictionary […]
May 11, 2019

Trade impasse threatens US lithium, rare earth imports

2019.05.11 On Friday the United States made good on its threat to ratchet […]
May 9, 2019

US is winning trade war with China…for now

2019.05.09 The ongoing battle between the United States and China for economic supremacy […]
April 23, 2019

Stop feeding the Chinese ‘Belt and Road’ trojan horse

2019.04.23 “Whoever has an army has power.” – Mao Zedong In March Italy […]
April 19, 2019

Chinese growth lights fire under copper price

2019.04.19 Copper bulls are running this week, as the red metal used in […]
April 17, 2019

EVs get a boost from Big Auto

2019.04.17 Is the age of the gas-powered automobile coming to an end? Doubtful. […]
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 […]
April 10, 2019

MMT is a spectacularly Dem idea

2019.04.10 Economists are good for one thing, and that is creating theories. The […]
April 9, 2019

Sprout-less Gold now Tier 1 Capital

2019.04.09 Gold is often criticized by Wall Street as being kind of a […]
March 30, 2019

EV and lithium battery markets to experience significant growth

2019.03.30 In North America, electric vehicles are still a niche market, with most […]
March 8, 2019

Why the record US trade deficit is good for commodities

2019.03.08 On Monday a headline that must have put Donald Trump in a […]
February 16, 2019

All the macro factors in place for a big gold run

2019.02.16 Gold markets were rocking on Tuesday, lifted by a basket of factors […]
February 14, 2019

The global infrastructure deficit – the road not yet taken

2019.02.14 Infrastructure is the physical systems – the roads, power transmission lines and […]
February 13, 2019

Plunging inventories have zinc bulls ready to run

2019.02.13 On Tuesday zinc inventories in London Metal Exchange (LME) warehouses sunk into […]
February 6, 2019

We have a problem, spodumene

2019.02.06 Over the next four years, lithium from Western Australia is expected to […]
January 23, 2019

Big copper mines cutting output

2019.01.23 Some of the world’s largest copper mines are slashing production, thus feeding […]
January 12, 2019

Commodities are the right story for 2019

2019.01.12 The markets are up and down like a bride’s nightgown, as my […]
December 8, 2018

Trump vs the Fed: who wins?

2018.12.08 Who controls the US economy? The “power of the purse” resides within […]
November 1, 2018

The beginning of the end of the dollar

2018.11.01 Donald Trump will go down in history for many things, including a […]
October 29, 2018

The EV battery arms race is on

2018.10.29 Chile, the best place to be Access to raw materials at competitive […]
October 25, 2018

The coming copper crunch

2018.10.25 Copper had one of it best years ever in 2017, rising 27% […]
October 10, 2018

5 reasons why commodities are the place to be in 2018

2018.10.10 The stock market pullback of the last couple of weeks has shown […]
August 9, 2018

Bond Market Bear Creating Gold Bull

2018.08.09 Gold is climbing as bond yields rise and the dollar falls, over […]
September 15, 2017

I’m Thinking Profit Potential

2017.09.15 As the demand for solar energy has increased so has the demand […]
June 25, 2017

Canadian Juniors Are Playing For Results

2017.06.25 It’s a fact in the mining world that most discoveries are made […]
April 22, 2017

Why Now Precious Metals?

2017.04.22 John Exter was an American economist and a member of the Board […]
January 1, 1970

For Canadian cannabis companies, the US is the prize

The legalization of cannabis products is still big news in Canada, but the […]