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Markets
Home
Articles
Markets
November 24, 2020
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
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
November 14, 2020
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
November 4, 2020
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
October 31, 2020
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
October 24, 2020
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
October 6, 2020
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
October 3, 2020
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
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
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
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
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
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
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
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
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
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
[…]
June 11, 2020
June 11, 2020
Sedimentary copper + silver explorers attracting major interest
2020.06.11 The world’s biggest sedimentary copper deposits are only found in three basins:
[…]
May 24, 2020
May 24, 2020
Resurgent dollar paving route to higher gold
2020.05.24 In the 1960s, French politician Valéry d’Estaing complained that the United States
[…]
May 16, 2020
May 16, 2020
Cypress Development Corp. (TSX.V:CYP) Clayton Valley Lithium Project versus Chinese LCE/ EV battery supply
2020.05.16 The pause in industrial activity brought about by the covid-19 crisis has
[…]
May 7, 2020
May 7, 2020
China dominates worlds supply chains
2020.05.07 Cleaner skies owing to covid-19 lockdowns appear to be the silver lining
[…]
May 2, 2020
May 2, 2020
A tale of two depressions
2020.05.02 As the coronavirus continues to hammer state and provincial economies, politicians are
[…]
May 1, 2020
May 1, 2020
Breadline blues
2020.05.01 Is it safe to re-open? That is the question facing US governors
[…]
April 30, 2020
April 30, 2020
Gold versus fiat
2020.04.30 What exactly does it mean when pundits say that gold is
[…]
April 25, 2020
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
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
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
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
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
April 1, 2020
Blacktop politics
2020.04.01 Benjamin Franklin once said; “Out of adversity comes opportunity.” The adversity the
[…]
March 31, 2020
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
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
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
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
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
March 7, 2020
Coronavirus infects dollar
2020.03.07 Up to a month ago the US dollar was showing resilience in
[…]
February 26, 2020
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
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
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
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
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
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
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
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
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
January 1, 2020
Two Bullets
2017.06.25 I’ve read the following article so many times I can just about
[…]
December 20, 2019
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
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
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
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
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
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
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
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
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
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
August 5, 2019
Golden consequences
2019.08.05 The long-anticipated US Federal Reserve decision last Wednesday to notch interest rates
[…]
July 30, 2019
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
July 17, 2019
Africa rising
2019.07.17 A lot of resource investors stop listening to corporate presentations when they
[…]
July 6, 2019
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
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
July 3, 2019
Resource extraction melee
2019.07.03 A headline this week from The Northern Miner grabbed my attention –
[…]
July 3, 2019
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
[…]