With the Q3 Earnings now in, All of the Silver Mining Companies we analyze, but One, suffered losses. While this is not good news for the silver miners as they provide a “High-quality Asset” in a world drowning in massively inflated financial assets… I see this changing in the future…
While the market is celebrating record production from the Great U.S. Shale Oil Industry, the tremendous efficiency gains are nothing more than a mere ILLUSION. In reality, the Texas Shale Oil Industry has hit the RED QUEEN SYNDROME…
When a country peaks in its liquid fuel demand, this typically points to the inevitable plateau in “Real Economic Growth.” This seems to be true for Americans, as U.S. gasoline and diesel consumption per capita peaked more than 15 years ago… regardless of the massive money printing by the U.S. Government…
Investors have no idea how the ENERGY CLIFF is already impacting the cost of producing gold. The world’s largest gold mining company is struggling to remain profitable as the production costs have surged over the past five years, much higher than energy price inflation…
Central banks purchased the most gold over the past year, as the U.S. and ECB printed trillions in new treasuries and bonds. It seems as if many central banks are becoming worried that U.S. Treasuries may no longer be safe assets in the future. I agree…
After the massive spike in the gold price since the Hamas-Israeli Conflict started, what’s happening with the Commercial Hedgers and major ETF Inventories? Interestingly, we are not seeing the same reaction from investors who moved into the GLD & SLV during the Russian-Ukraine War…