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. […]
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 18, 2021

How the Fed mishandled 40-year-high inflation

2021.12.18 Several months after the US Federal Reserve began describing the country’s inflation […]
December 17, 2021

Why 1% interest rate hikes won’t fix + 6% inflation

2021.12.17 The US Federal Reserve announced this week what many market participants were […]
December 16, 2021

News flash: QE didn’t cause inflation and the Fed taper won’t quell rising prices

2021.12.16 A government generally has two “levers” it can pull, to help get […]
November 10, 2021

Gold’s run shows interest rate hikes not coming soon

2021.11.10 Gold continued to rally on Tuesday, as investors and metal traders priced […]
November 5, 2021

The Fed has lost control of inflation

2021.11.05 The US Federal Reserve has done what market participants widely expected it […]
October 26, 2021

Case for ‘sticky’ inflation strengthens, as energy crisis intensifies

2021.10.26 The US Federal Reserve’s official line is that inflation is only temporary, […]
October 23, 2021

Food prices & farm inputs getting hard to stomach

2021.10.23 Thanksgiving is a time to appreciate the food on our tables, but […]
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 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 […]
August 20, 2021

Gold and the ‘taper tantrum’

2021.08.20 Gold prices are slipping as talk of a “taper tantrum” has investors […]
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 30, 2021

Manning samples outcrops greater than 25% Fe at three iron ore projects in Quebec

2021.07.30 Manning Ventures (CSE:MANN, Frankfurt:1H5) has taken a giant leap forward in its […]
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 […]
June 28, 2021

For industrial metals exploration, it’s game on

2021.06.28 As countries continue to vaccinate their populations, and infections drop due to […]
June 10, 2021

Mountain Boy Minerals unveils exploration plans for BC’s prolific Golden Triangle

One junior mining company that has set sights on extracting more value out of its precious/metals projects during this auspicious period is Mountain Boy Minerals Ltd. (TSX.V: MTB; OTCQB: MBYMF; Frankfurt: M9UA), which has six active projects spanning 604 square kilometres (60,398 hectares) in the prolific Golden Triangle of northern British Columbia.
June 10, 2021

Investors beat central banks and jewelry, as having the most influence on gold prices

Our research shows that most retail investors, who are the main drivers of gold’s price, trust gold more than fiat (paper) currencies to preserve their purchasing power. When debt soars, when real interest rates go negative, when cash becomes trash, gold shines brightest.
May 30, 2021

Cypress Development moves closer to advancing Clayton Valley lithium project towards feasibility

One company committed to developing America’s next lithium supply is Cypress Development Corp. (TSX-V: CYP) (OTCQB: CYDVF) (Frankfurt: C1Z1), which presently holds a 100% interest in the Clayton Valley lithium project in southwest Nevada.
May 25, 2021

Peak mined silver reached

According to Sprott Insights, the three areas of growing demand — solar, 5G and automotive — potentially account for greater than 125 million ounces, annually, in 10 years. Where is this new silver supply going to come from?

Their conclusion? “We do not see enough supply growth to offset the demand growth,” with mine supply falling since 2016 and “we do not see enough projects in development to generate the kind of production levels in question, at least not at current silver prices.”
May 24, 2021

Max’s exploration success at CESAR project comes right as copper enters “super bull” territory

Energy and precious metals explorer Max Resource Corp. (TSX.V: MXR; OTC: MXROF; Frankfurt: M1D2) continues to make significant progress at its flagship CESAR project in northeastern Colombia, along what is considered to be the world’s largest copper-producing belt in the Andean.
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 17, 2021

Gold historically follows inflation higher. Will it do so again?

According to the World Gold Council, gold is the third most consistently bought investment (46%), behind savings accounts (78%) and life insurance (56%).

According to the World Gold Council, gold is the third most consistently bought investment (46%), behind savings accounts (78%) and life insurance (56%).

Precious metals are among the best places to park your money in times of economic or political distress.
May 16, 2021

Drilling underway at Victory Resources’ Loner property as it looks to unlock value of Nevada assets

One international mining company that is committed to exploring Nevada’s mineral-rich regions is Victory Resources Corp. (CSE: VR) (FWB: VR61) (OTC: VRCFF), which has been actively looking at precious metals opportunities in the state and recently expanded its focus to battery metals.
May 15, 2021

New Found Gold, Eric Sprott show confidence in Exploits with $8M upsized private placement

Shareholders in Exploits Development Corp (CSE:NFLD, FSE:634-FF) were rewarded this week with an explosive move in the stock price following an announced $8 million financing.
May 15, 2021

Codebase Ventures’ Arcology platform moves one step closer to public testnet

One company that aims to address the common problems faced by blockchain networks is Arcology, a blockchain company 30% owned by Codebase Ventures Inc. (CSE: CODE) (FSE: C5B) (OTCQB: BKLLF).

Inspired by the challenges associated with ethereum's mass adoption, the Arcology team is developing a radically new blockchain ecosystem designed to scale at unprecedented speed by reducing costs and increasing enterprise capabilities.
May 14, 2021

Global iron ore sector has robust dynamics

Iron ore prices recently broke a new record amid a sustained rally in commodities prices as demand from top consumer China remains as robust as ever.

At the center of the latest rally is rising steel prices, from Asia to North America. Steel demand remains strong as economies - China in particular - continue their massive investments in steel-intensive infrastructure.
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 12, 2021

Norden Crown developing Broken Hill Type ‘look-alike’ as investors pump billions into silver & base metals ETFs

As base metals prices continue to attract investor interest, I’m keeping a close eye on juniors like Norden Crown, whose Fredriksson Gruva target, and its resemblance to a Broken Hill Type deposit, appears to have the scale, the grades and the consistency of mineralization to interest a major.
May 11, 2021

Manning Ventures positioned to capitalize on the robust dynamics of global iron ore sector

One up-and-coming miner looking to capitalize on this supercharged commodity cycle is Canada’s Manning Ventures Inc. (CSE: MANN) (CNSX: MANN.CN) (Frankfurt: 1H5). The junior’s business approach is to acquire and explore a diversified set of projects across the country’s mineral-rich regions, with the aim of finding impactful resource discoveries.
May 5, 2021

Dr. Copper’s inflation diagnosis shows the patient is already sick

Copper’s broad use in various industrial sectors including construction, transportation and telecommunications, makes it a reliable early indicator of economic activity.

In fact, “Dr. Copper’s” ability to predict which way the global economy will go, has earned it a PhD in economics.
May 3, 2021

Gold to benefit from mounting US debt pile

Climbing yields, as investors rotate funds out of bonds into stocks, on increasing confidence in the economy, is the primary reason why the prices of precious metals gold and silver have pulled back in recent weeks. For now.
May 2, 2021

Tinka Resources: New tin discovery spells new heights for Ayawilca amid chronic supply squeeze

Tin currently has the highest value of the major base metals, three times the value of copper and nine times the value of zinc.

Chances are the value of zinc could stay high for a while. This is because the global tin market is in the midst of a historic squeeze (or one might call a “super squeeze”).

One potential source of tin that we should be looking at lies in the Pasco region of central Peru. This is where we find Tinka Resources (TSXV:TK, OTCP:TKRFF) and its flagship Ayawilca project.
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 29, 2021

Silver to hit $30 on expected 8-year-high demand

According to the Silver Institute, global demand for silver will rise to 1.025 billion ounces in 2021, the highest in eight years, led by investments in industrial and investment-grade physical silver, ie., bars and coins.

“The outlook for the silver price in 2021 remains exceptionally encouraging, with the annual average price projected to rise by 46 percent to … $30,” it said in a statement.
April 28, 2021

Bullish copper narrative continues to build

New chapters of the copper success story that started in 2020 are being written as the tawny-colored metal basks in the glory of global climate pledges, and an economic recovery from the pandemic underpinned by strengthened industrial demand.
April 27, 2021

The case for green economy metals and the companies exploring for them

The United States is back in the fold of countries pledging to reduce greenhouse gas emissions, and that is helping to drive demand for an assemblage of metals that a global push to decarbonize and electrify is expected to require.
April 24, 2021

Biden’s Green New Deal

Joe Biden came to power as the 46th US president expecting to spend more on green energy and clean technology. Just how much more is starting to be revealed.
April 23, 2021

Exploits gearing up to drill 5 targets in Newfoundland

As the dominant landholder in Central Newfoundland exploring over 200 km of deep regional fault structures known to host significant gold discoveries, Exploits Discovery Corp. (CSE: NFLD, OTCQB:RNRRF, FSE:634-FF) continues to generate buzz in what is one of the world’s most exciting gold area plays.
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 19, 2021

Renforth delivers more promising results from Parbec, Surimeau drill programs

Renforth Resources Inc. (CSE: RFR) (OTCQB: RFHRF) (FSE: 9RR) continues to deliver good news for shareholders, this week announcing new assay results for the 2020 drill program on its wholly owned Parbec open-pit constrained gold deposit in Quebec.

Meanwhile, Renforth has also been making significant progress at its Surimeau District property (nickel, copper, zinc), a brownfield project covering an area of 215km2 south of the Cadillac Break among current and former producing mines.
April 17, 2021

Under the Spotlight – Getchell Gold Corp

2021.04.17 New Videos showing expanded Geological Model of Gold Zones: Fondaway Canyon, Nevada […]
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 17, 2021

Copper: the linchpin of ancient and modern society we need to find a lot more of

The big question is, will there be enough copper for future electrification needs, globally? Plus all the other modern-day uses of copper?

The short answer is no, not without a massive acceleration of copper production worldwide.

Global leaders have set strict decarbonization targets that require green-focused infrastructure built with copper. This, combined with a massive rise in government expenditures and years of underinvestment, has investment bank Goldman Sachs predicting that another commodity super-cycle is on the horizon.

April 15, 2021

Max Resource reports another significant copper discovery at CESAR North target zone

As the first company ever to explore all of the copper and silver-rich areas covered by the CESAR property, Max has so far identified multiple copper-silver target zones, all with significant potential to expand further, demonstrating the presence of a widespread highly prospective copper-silver district.
April 15, 2021

Tinka makes tin discovery at Ayawilca project, Peru

Tinka Resources’ (TSX.V:TK, OTCQB:TKRFF) Ayawilca polymetallic project in Peru just got a whole lot more interesting with the discovery of a new tin zone, that is expected to add significant value to what is already the largest zinc development project in Latin America and one of the biggest zinc resources held by a junior explorer.
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 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

Magna Gold fast-tracking million-ounce former gold mine in Mexico towards production

Among those actively exploring the mineral-rich regions of Mexico, one miner that is on a fast track to achieving intermediate status is Canada’s Magna Gold Corp. (TSXV: MGR, OTCQB: MGLQF), which has been actively acquiring and developing quality precious metals properties in Mexico.

The company’s flagship project is the past-producing San Francisco mine, located 150 km north of Hermosillo, Sonora’s state capital. The 47,395-hectare property consists of two previously mined open pits (San Francisco and Chicharra) — which Magna plans to reopen soon — and associated heap leaching facilities located close to the San Francisco pit.
April 9, 2021

Under the Spotlight – Dolly Varden Silver Corp

Dolly Varden’s goal is to try and extend Torbrit through some step-out drill holes, and to get into the high-grade, 500g to 1kg material. There are early indications of other Torbrit “look-alikes” along a 4.5-km trend. Through drilling, Dolly Varden wants to prove up another Torbrit and drastically increase the size of the resource which in all categories is about 44Moz at an average grade of 300 g/t. A key part of the exploration thesis is the fact that the rocks hosting the mineralization on the property are the same age as some of the other large deposits found in the Golden Triangle including Eskay Creek.
April 6, 2021

Under the Spotlight – Exploits Discovery Corp.

Exploits Discovery Corp. is a Canadian mineral exploration company focused on the acquisition and development of mineral projects in Newfoundland, Canada. The Company holds the Middle Ridge, True Grit, Great Bend, Mt. Peyton, Jonathans Pond, and Gazeebow projects, which cumulatively cover an area over 2,000 km². All projects within Exploits’ portfolio lie within the Exploits Subzone and Gander River Ultramafic Belt (GRUB) of the Dunnage Zone, which contain the majority of Newfoundland’s gold mineral occurrences and exploration efforts, including New Found Gold’s 2019 discovery of 92.86 g/t Au over 19.0 meters near surface. The Exploits Subzone has been the focus of major staking and financing throughout 2020, with increased exploration activities forecasted in the area moving into 2021.
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.
April 2, 2021

Renforth continues to unlock huge VMS/ sulfide nickel system at Surimeau, Quebec

Though early stage, the possibility of widespread sulfide nickel mineralization at Surimeau looks promising. The grades and rock value given here are conservative; the 0.224% Ni used to calculate the rock value of US$41.83 per tonne is based on only three intercepts from three holes drilled at Surimeau, less than 200m. Highlights from summer 2020 grab sampling show grades up to 0.495% Ni. If those grades start showing up in drill core, Renforth could really be onto something.
April 2, 2021

Victory Resources names new CEO as it expands exploration focus to battery metals

As Victory Resources Corp. (CSE: VR) (FWB: VR61) (OTC: VRCFF) continues to scale up mining operations on multiple properties across North America, the company has made a significant management change to reflect its broadening exploration focus that now includes battery metals.
March 30, 2021

Rick Mills Podcast: Copper Will Be the Key Commodity for Green Energy Push

Mainstream media and the large mining companies are finally catching on to what we at AOTH have been saying for the past two years: the copper market is heading for a severe supply shortage due to a perfect storm of under-exploration/ lack of discovery of new deposits, clashing with a huge increase in demand due to electrification and decarbonization.
March 27, 2021

Graphite One: America’s climate plan comes down to building domestic critical mineral supply

The common denominator for each countries climate action plan is electric vehicles; that’s easy to identify. But whether economies can acquire sufficient raw materials to reach “full electrification” is another story — it's a problem that has yet to be solved.

For years, the US has been heavily reliant on foreign supply of minerals required for key areas such as national defense, electronics and medical equipment, and its EV sector is no different.

Under Trump’s executive order (September 2020), graphite was identified as one of four minerals considered essential to the nation’s “national security, foreign policy and economy.”
March 25, 2021

Max’s success at CESAR points to rich copper-silver district in Colombia

Max Resource Corp (TSXV:MXR, OTC:MXROF, Frankfurt: M1D2) continues to make good progress at its CESAR copper-silver project in Colombia, this week announcing high-grade results from the CONEJO discovery at CESAR North

Highlight assays greater than 9% copper and 50 grams per tonne (g/t) silver included 12.5% copper + 83.5 g/t silver over 5X5 meters; 10.4% copper + 95 g/t silver over 5 meters by 5 meters; 10.5% copper + 50.1 g/t silver over 3X2 meters; and 9.5% copper + 120 g/t silver over 1 meter by 1 meter.
March 25, 2021

ZincX Resources: Critical state of zinc mineral supply places Akie project in spotlight

Unsurprisingly, many of the base metals, which are invaluable to many sectors of the global economy, are found within Canada’s critical minerals list. Among them is zinc, an essential ingredient used to build our roads, bridges, buildings, and cars.

The Akie property is an advanced exploration project with drill indicated resources owned by Vancouver’s ZincX Resources Corp. (TSXV: ZNX).
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 23, 2021

Competition for energy and battery metals intensifying

Goldman Sachs says that the next structural bull market for commodities will be driven by spending on green energy.

The fossil-fueled based transportation system needs to be electrified, and the switch must be made from oil, gas, and coal-powered power plants to those which run on solar, wind and thorium-produced nuclear energy. If we have any hope of cleaning up the planet, before the point of no return, a massive decarbonization needs to take place.

In a recent report, commodities consultancy Wood Mackenzie said an investment of over $1 trillion will be required in key energy transition metals over the next 15 years, just to meet the growing needs of decarbonization.
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 20, 2021

Getchell Gold prepares for Phase 1 drill program at Fondaway Canyon

It is not very often that every hole of an exploration drill program returns gold intersections as good as or better than expected, but that is exactly what junior miner Getchell Gold Corp. (CSE:GTCH, OTCQB:GGLDF) has done so far from drilling at its Fondaway Canyon project in the world-famous mining state of Nevada.

Last year’s drilling has already shown that the gold mineralization at Fondaway Canyon is thick and broad, with high-grade intervals that were not accounted for in the company’s geological model. The mineralization remains open, and every indication shows that it could continue.

The significant potential for extensions is likely to be investigated further in this year’s exploration program, as Getchell continues its path towards building ounces at what it believes could be another Carlin-style gold system.
March 19, 2021

Tinka adds Nexa Resources to share register; Ayawilca showing high-grade zinc promise

Peru-focused Tinka Resources (TSXV:TK, OTCP:TKRFF) has the backing of a major player in the Peruvian zinc and silver market, adding significant heft to its flagship Ayawilca zinc-silver play.

Nexa Resources (TSX:NEXA), one of the world’s largest zinc producers, and owner of the only zinc smelter in Peru, purchased 28.895 million common shares from an arms-length shareholder, giving the Luxembourg-based firm an 8.8% stake in Tinka.

The transaction means Tinka Resources now has two major miners as shareholders — the other being Buenaventura SA (NYSE:BVN) — along with JP Morgan UK.
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 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
March 12, 2021

Renforth excites market with high-grade gold intercept

Renforth Resources (CSE:RFR, OTC:RFHRF, WKN:A2H9TN) continues to make good progress on its Parbec gold project in Quebec, releasing a cache of drill results to the market on Tuesday, March 9.

The highlight from was 21.45 meters grading 5.57 grams per tonne (g/t) gold, between 254.8m and 276.2m meters in hole PAR-20-112. Two higher-grade sub intervals returned 6.27 g/t Au over 16.7m and 37.3 g/t Au over 1m.
March 12, 2021

Copper shortage narrative goes mainstream

Mainstream media and the large mining companies are finally catching on to what we at AOTH have been saying for the past two years: the copper market is heading for a severe supply shortage due to a perfect storm of under-exploration/ lack of discovery of new deposits, clashing with a huge increase in demand due to electrification and decarbonization.

Copper is trading over $4.00 a pound this year on rapidly tightening physical markets, rebounding economic growth especially in China, the top metals consumer, and the expectation that the era of low inflation in key economies may soon be over.
March 10, 2021

Global growth spurt, pent-up demand support higher inflation

The sell-off in bonds that has been tripping up gold prices may be over, with some investors anticipating the bond market will calm down, as appetite for US government debt revives following the sharp rise in yields.

“We think a big part of the bond-yield move has played out,” Wall Street Journal quoted a portfolio manager at PineBridge Investments. “At this level of yields, we do expect additional buyers to come in. That tends to stabilize the yield level.”

Gold bugs are closely watching what happens with Treasuries
March 6, 2021

Biden’s massive infrastructure plan might be expensive but well worth it

Is America’s infrastructure spending worth it? So far, the answer would lean towards a yes.

A report published by the American Society of Civil Engineers (ASCE) this week has validated the nation’s recent success in improving its infrastructure, while justifying the need for additional government spending.
March 5, 2021

Max Resource’s district-scale CESAR project offers significant exposure to critical metals

The exploration success accumulated by Max Resource Corp. (TSX.V: MXR; OTC: MXROF; Frankfurt: M1D2) over the past year has not gone unrecognized.

Recently, the company was named one of the top 10 performing mining stocks in the 2021 TSX Venture 50, having seen its value increase more than three-fold over the past year. The TSX Venture 50 ranks the top 50 stocks from over 1,600 companies listed on the TSX Venture Exchange.

Last year’s winners included well-recognized names such as K92 Mining Inc., Great Bear Resources Ltd. and Discovery Metals Corp. Some of these have gone on to become billion-dollar market cap companies.
March 5, 2021

Real interest rates and gold

Several factors influence gold prices (mainly the US dollar, gold ETF inflows/ outflows, inflation rate, bond yields, safe haven demand, physical gold demand, gold supply) but none is more reliable than real interest rates.

The demand for gold moves inversely to interest rates — the higher the rate of interest, the lower the demand for gold, the lower the rate of interest the higher the demand for gold.
March 2, 2021

Dolly Varden advancing one of the world’s few “pure play” silver projects

“Native silver” found in the Earth’s crust on its own, is relatively rare. More commonly, it is mined alongside gold, or as a by-product of zinc-lead ore. There are currently only 75 “pure play” silver companies, most of whom have projects in Chile, Argentina, Mexico and Peru.

The rarity of silver and gold becomes apparent when we consider how little of both have been mined throughout history – just 190,000 tonnes of gold and 1.6 million tonnes of silver. Or in ounce terms, 6.1 billion oz of gold and 51.3 billion oz of silver. All the gold ever mined in the world could fit into a cube 21.6 meters on each side, and all the above-ground silver could fit into a 55m cube.
February 25, 2021

Why now might be a good time to buy gold and gold juniors

2021.02.25 Gold has been taking a beating in recent weeks, the sell-off prompted […]
February 23, 2021

Commodities and soon Juniors in vogue

2021.02.23 Gold and copper are up, the dollar is down, and bond yields […]
February 20, 2021

Arcology publishes source code on GitHub to gain feedback from blockchain community

2021.02.20 2021 could be the year that cryptocurrency finally hits the big leagues […]
February 3, 2021

2020 Bitcoin Mania

2021.02.03 Will Bitcoin be a replacement for gold and fiat currency? The resurgence […]
January 20, 2021

Captain Biden now piloting MMT Adventure

2021.01.20 Gold may have come off the boil after rising above $1,900 an […]
December 5, 2020
blockchain

Arcology: the first systemic solution designed to address blockchain technology’s major challenges

2020.12.05 When it comes to tech topics over recent years, few have captured our collective imaginations as blockchain did. This was the mastermind behind the crypto hype of 2017, and despite some ups and downs, blockchain continues to garner public interest and remains an attractive long-term investment.
December 2, 2020

The economic implications of a colossal infrastructure funding deficit

2020.12.02 Unprecedented times call for unprecedented measures. As the saying goes, governments around […]
November 24, 2020

The next shock to the global economy? Commodity prices.

2020.11.24 Often overlooked scenarios for inflation to rear its ugly head are: Supply […]
November 21, 2020

China’s copper futures launch may spell the beginning of a new market benchmark

2020.11.21 While all eyes were on American politics over the past few weeks, […]
November 14, 2020
trading

Free-spending Biden and/or continued Fed stimulus will hike gold prices

2020-11-14 Gold may have come off the boil a bit after rising beyond […]
November 4, 2020
Flags of Scandinavia

Scandinavia sees new age of mining renaissance

2020.11.04 For mining companies and explorers, Scandinavia is considered one of the most […]
October 31, 2020
trade bull

Copper bulls ride on Chinese demand, South American supply squeeze

2020.10.31 Despite fund managers having trimmed their exposure to copper following a mini-price […]
October 24, 2020
Stock market

Why a Biden win will keep metals prices rocking

2020.10.24 Joe Biden’s performance in Thursday night’s presidential debate was solid. The former […]
October 6, 2020
Gold-Silver

Silver to follow gold higher, on continued strong investment and industrial demand

2020.10.06 Gold and silver appear to be bouncing back from the drubbing they […]
October 3, 2020
copper ore

Manufacturing’s thirst for metals boosts copper, iron ore

2020.10.03 Global equities churned on Friday after the stunning revelation that US President […]
August 14, 2020

Falling dollar not enough to lift commodities higher

2020.08.14 Commodity prices rise and fall with economic conditions. Conventional wisdom has it […]
August 1, 2020

The next US Presidential election

2020.08.01 As gold prices hit all-time record highs this week, some market observers […]
July 25, 2020

Why copper supply is the biggest roadblock to a clean energy future

2020.07.25 Nothing glitters like gold but it’s copper that literally makes the world […]
July 17, 2020

How to benefit from the big US infrastructure push

2020.07.17 The US economy continues to flounder like an East Coast freighter bashed […]
July 8, 2020

Gold + silver gaining on dollar weakness

2020.07.08 The US economy is nowhere near recovering from the lockdown measures imposed […]
July 5, 2020

All eyes on Chile as copper price hits 5-month high

2020.07.05 Hundreds of mine workers in Chile are falling ill from covid-19, prompting […]
June 26, 2020

Roosevelt 2.0 and ‘here, hold my beer’

2020.06.26 In accepting the Democratic nomination for the presidency on July 2, 1932, […]
June 20, 2020

Gold industry must find 8Moz to avoid supply deficit: Woodmac

2020.06.20 Commodities consultant Wood Mackenzie has just reported what we at Ahead of […]
June 18, 2020

Trillion-dollar US infrastructure plan will draw in plenty of metal

2020.06.18 Donald Trump appears to have torn a page from Ahead of the […]