Precious Metals

METALS & ENERGY UPDATE SEP 5th: Trouble Brewing With Dr Copper As Chinese Demand Plummets

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…

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WHY THE OIL TANKS HAVE NOT RUN DRY… BUT WORST STILL YET TO COME: Including A Brief Precious Metals 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…

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METALS & MARKET UPDATE AUG 8th 2026: Metals Continue To Breakout & Will They Decouple From The Markets When The AI Bubble Pops?

I decided it was a good time to do a Metals & Market Update as gold and silver continue to break out higher.  Also, one of my biggest concerns is whether the precious metals will correct lower or decouple from the broader markets when the AI Bubble POPS??  It’s not a matter of “IF” but “WHEN” the AI Bubble will pop…

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