July 2023

ENERGY & MARKET UPDATE JULY 30th: Weakening Economy Hit By Next Round Of Energy Cost Push Inflation

Even if the Global Economy continues to weaken, it will face the next round of Energy Cost Push Inflation towards the end of the year and into 2024.  The dynamics of the oil market have changed considerably while economists still ignore the negative implications of the ENERGY CLIFF…

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WHERE’S THE BEEF, MARKET UPDATE JULY 23rd: Not Meat, But The Oil As The World Faces Energy Scarcity

The surge in global oil demand recently is putting a great deal of pressure on the limited supply.  Thus, the term I will use a lot in the future is… “WHERE IS THE BEEF?”  And, but they, I mean energy, not meat.  It seems like we are heading into the next stage of the ENERGY CLIFF during the second half of 2023…

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COMMODITY CULTURE INTERVIEWS SRSROCCO REPORT: I Discussed The Energy Cliff With Jesse Day

If you want to understand the foundation and implications of the ENERGY CLIFF, this interview with Jesse Day at Commodity Culture helps Connect-The-Dots.  Unfortunately, most individuals and investors still do not understand how much the world will change in a relatively short period of time…

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NEWMONT’S COSTS EXPLODE DUE TO DECLINE IN PRODUCTION: Costs Surge Near $1,800 Per Oz

The world’s largest gold miner saw its costs explode to record highs due to increased costs and declining production.  The company’s decline in gold production may be temporary, but I believe the costs will continue to increase in the quarters and years ahead…

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TOM CLOUD PRECIOUS METALS UPDATE JUL 19th: U.S. Debt Super-Cycle & Dollar Weakness

Tom Cloud discusses why it is important to protect wealth as the U.S. Government moves into a “Debt-Super Cycle.”  Also, Tom mentioned that the precious metals prices have gone up as the U.S. Dollar has declined.  Thus, the direction of gold and silver prices is based on the U.S. Dollar…

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