2024

SURGING COSTS & CAPEX TOP GOLD MINERS Q4 2023 UPDATE: Declining Production, Rising CAPEX & Costs Impacting Mining Shares

Something very “Troubling” is taking place in the heart of the Gold Mining Industry.  Unfortunately, most mining analysts don’t quite understand what is happening.  Even the CEOs of these top gold mining companies are now being forced to make big changes as “Costs and CAPEX spending” surge higher…

Continue Reading

METALS & ENERGY UPDATE MAR 10th 2024: Shale Companies Cut Gas Production & Is The Gold Rally Sustainable

With the highest natural gas inventories in five years and the threat of the natural gas price heading to $1 or below, the shale gas companies started cutting production.  Investors also want to know what’s happening with the major gold rally and whether it is sustainable…

Continue Reading

WHAT IS COLLATERAL: Why It’s Important To Own Gold & Silver

Unfortunately, the market has based its foundation on the wrong type of collateral.  Of course, this works when global energy production increases but fails miserably when the opposite occurs.  It is important to understand the True Foundation of collateral and why one should invest in Gold and Silver…

Continue Reading

WOW… World’s Largest Silver Mining Company’s Cost Surge Higher

I can honestly say that when I looked at Fresnillo’s 2023 Year-end Results, I was stunned by how much their silver mining costs increased in the second half of the year.  Even with record silver production and higher prices, Fresnillo’s financials were dismal…

Continue Reading


U.S. SHALE ECONOMICS 101: Why Well Costs Will Continue To Increase Based On Information From 50-Year Oil Veteran

If shale well economics weren’t bad enough… now tack on the premium additional costs from all the recent M&As, Mergers, & Acquisitions.  Investors don’t realize these large mergers are adding substantial new costs to each new well that will be added in the future…

Continue Reading