October 2020

ConocoPhillips-Concho Merger: A Union Guaranteed To Optimize Investor Losses

More often than not, mergers are done to benefit the company and not the investors.  I believe the merger of ConocoPhillips and Concho Resources fits into this category.  Interestingly, ConocoPhillips decided to go on with the merger even though its own domestic oil and gas sector is struggling…

Continue Reading

Metals & Market Update OCT 19th: Silver Investment Demand Will Be Main Driver Of Future Price

With the broader markets selling off today and the precious metals being off their highs, I thought it would be a good idea to do Metals & Market Update.  I also include charts and information on why silver investment demand, not industrial demand, will be the leading driver of the silver…

Continue Reading


GOLD RESOURCES STOCK: Goes From Bad To Worse

The highly touted gold mining stock, Gold Resources (GORO), during the 2007-2012 period, that once traded at $24 a share, closed on Friday at $3.02.  Worse yet, Gold Resources has underperformed its competitors (GDXJ) this year by a wide margin.  I remember hearing a lot about Gold Resources during…

Continue Reading

Popping Of Tech Stock Market Cap Bubble Extremely Bullish For Gold & Silver Miners

Unfortunately for most investors, when the Great Tech Stock Bubble pops, it’s going to get very ugly.  With the U.S. Tech Sector now worth more than the entire European Stock Market, Americans are sitting on some extremely overvalued stocks.  However, what will be bad news for tech stocks will be…

Continue Reading

STACKED DRILLING RIGS: Killing The Shale Industry One Million Barrels At A Time

As they say, the Party doesn’t last forever.  This is certainly true for the U.S. Shale Industry.  With the U.S. drilling rig count still at near-record lows, the worst is yet to come.  Why?  The shale industry needs a large number of drilling rigs and well completions to offset…

Continue Reading