Wow… I was really surprised by how much Mexico & Peru’s silver mine supply declined midyear. Peru’s large decline was mostly due to “Energy Constraints.” Where have we heard that term before?? Also, what is going on with the silver market, and are we seeing a continued Deficit in 2026…
While we all know U.S. Government debt and interest expense are getting out of hand, I was surprised by how bad it’s getting when I looked at the data more closely. Also, the Social Security Trust Fund deficits are forecast to be much larger than I realized, which will become really problematic in the next several years…
While the U.S. and the world enjoyed a 20+ year Shale Oil Bonanza, that time is now running out. In my newest Gold Member Report, The END OF EASY OIL, there are critical strategic implications for the U.S. Shale Oil Plateau and Decline. Thus, this is bad news for the U.S. Dollar and Treasury Market…
Today, with the silver price trading up over $2.00, the trend seems to be continuing higher toward the next major technical level. However, the Sprott PSLV recently reported a major record outflow of silver, something we have really never seen before. So, what’s going on..
Well, if you think China’s economy is in trouble… best to watch the trouble brewing with Dr. Copper. While copper traders and investors think the Great Copper Bull Market is just starting, the data suggests quite the opposite. Also, a new website on U.S. Shale Oil & Gas Production provides great charts I discuss in this update…
At the start of the Middle East Crisis, many oil analysts forecasted a major disruption to the Global Oil Market by the end of the summer… so what happened? Why haven’t the oil tanks run dry? Good question, which I believe the analysis from Goehring & Rozencwajg is worth sharing…