With Pan American Silver being down 9% in After Hours Trading, it’s a perfect example of why it is crucial NOT TO HOLD stocks during earnings season, especially when the overall market fundamentals are pointing negative. While I thought that the silver miners would not perform well in the second quarter…
Very few people realize just how much natural gas is consumed at the Alberta Oil Sands Operations. It’s staggering. The Oil Sands Operations consume nearly one-third of Alberta’s total natural gas supply. So, the notion that Canadian Oil Sands production can be easily ramped up ignores that it needs to…
Investors who believe the stock indexes are heading to new highs will get crushed when the Bear Market continues towards the end of the year and into 2023. What we are witnessing is a typical Dumb Money Bear Market Rally. Also, the primary silver miners have seen losses across the board for Q2 2022…
The market better be prepared for a significant decline in global oil production as the major oil companies’ capital investment falls off a cliff… and I’m not exaggerating. While the top major oil companies reported record profits, they aren’t investing much of their cash from operations in exploration or future production…
The cost to produce silver at the world’s largest primary silver mining company is much higher than the market realizes. In this update, I provide my analysis of Fresnillo’s silver costs for the first half of 2022 and why they are much higher than the AISC – All In Sustaining Costs shown by the industry…
It amazes me how the market fails to realize that the global oil industry is sleepwalking over the ENERGY CLIFF. Instead of being deeply concerned about our future, investors believe this is a temporary energy crisis solved by just investing more money in finding oil. And… it’s even worse than that…