Videos

METALS & MARKET UPDATE AUG 7th: Dumb Money Bear Market Rally & Silver Miners Report Losses Across The Board

Investors who believe the stock indexes are heading to new highs will get crushed when the Bear Market continues towards the end of the year and into 2023.  What we are witnessing is a typical Dumb Money Bear Market Rally.  Also, the primary silver miners have seen losses across the board for Q2 2022…

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MAJOR OIL INDUSTRY FAILURE: The Collapse Of Capital Investment Spells Big Trouble For Future Production

The market better be prepared for a significant decline in global oil production as the major oil companies’ capital investment falls off a cliff… and I’m not exaggerating.  While the top major oil companies reported record profits, they aren’t investing much of their cash from operations in exploration or future production…

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FRESNILLO PLC, LARGEST PRIMARY SILVER MINER PROFITS CRUSHED: The Total Cost To Produce Silver & Why The AISC Is Bogus

The cost to produce silver at the world’s largest primary silver mining company is much higher than the market realizes.  In this update, I provide my analysis of Fresnillo’s silver costs for the first half of 2022 and why they are much higher than the AISC – All In Sustaining Costs shown by the industry…

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GLOBAL OIL INDUSTRY SLEEP-WALKING OVER THE ENERGY CLIFF: Killing The Oil Industry 10 Million Barrels At A Time

It amazes me how the market fails to realize that the global oil industry is sleepwalking over the ENERGY CLIFF.  Instead of being deeply concerned about our future, investors believe this is a temporary energy crisis solved by just investing more money in finding oil.  And… it’s even worse than that…

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ENERGY & MARKET UPDATE JULY 31st: Bear Market Rally Continues To Fool Investors While U.S. Reaches The Energy Cliff

Investors who believe this is a beginning of a new bull market in stocks will be in for a rude awakening when the next wave of SELLING kicks in.  We are experiencing a typical Bear Market Rally that is pulling in lots of Suckers.  Add this to the fact that the U.S. has reached the Energy Cliff, and we have a recipe for disaster…

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ALAMOS GOLD: What’s Wrong With Mid-Cap Stocks??

Yes, it’s true… higher energy and material costs are also negatively impacting the mid-cap gold mining stocks.  Unfortunately, many gold mining investor relations departments tend to paint a rosier picture to investors than meets the eye.  If we dig into the details, we find that costs are increasing throughout the mining industry…

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