2024

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…

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THE SMOKE & MIRRORS BEHIND THE MAJOR NVIDIA STOCK BUBBLE CONTINUES: Excellent Analysis By Nobody Special Finance

The situation couldn’t get more bizarre at Nvidia when it released its results last week.  While the company reported record Q4 2023 earnings, there are some troubling signs behind the revenues that provided the profits…

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BIG TROUBLES AHEAD FOR BITCOIN: The Bitcoin Mining Industry Losing Money & Cannibalizing Itself To Stay In Business

I had no idea how bad the fundamentals were in the Bitcoin Mining Industry until I decided to take a HARD LOOK.  It’s no coincidence the Bitcoin price surged higher recently.  If it didn’t, the Bitcoin Mining Industry would have been in serious trouble… and still is…

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Massive Fed & Central Bank Money Printing Causing Tremendous Gold Producer Inflation As Barrick & Newmont Mining Costs Hit Record High

It’s truly astonishing to see how quickly the gold mining industry’s costs have surged in the past few years.  While several analysts blame the mining companies for being poorly run, the Fed and central banks are the real culprits…

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METALS & ENERGY MARKET UPDATE FEB 25th: Natural Gas Market Still Heading To Record Lows & Something Big About To Break In Silver Market?

This is an IMPORTANT Update for several reasons.  While discussing even more short-term “Bearish” fundamentals for Natgas, I see this as an opportunity, not a negative.  Also, something BIG is about to Break in the Silver Market… but which way…

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TFMetals Throws Newmont, World’s Largest Gold Mining Company Under The Bus…

In rare form today, TFMetals decided to throw Newmont under the bus on “X” or Twitter.  This was likely due to Newmont’s dismal Q4 2023 results, reporting a $3.1 billion net income loss for the period.  Turd used several expletives to describe the performance of the world’s largest gold mining company…

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