Gold 1200
April 23, 2020

“Euro Mean One, Mr. Brent”

Economic research is a weird business. For instance, my specific area of expertise is energy, metals and mining. But the process of becoming an expert on […]
April 21, 2020

Don’t Buy the Dip… Buy the Drip

Yesterday was crazy. I woke up to an inbox full of subject lines like “are you watching this?” and “oil is just collapsing”. Now, we’ve written […]
April 17, 2020

Some Good News and Some Gold News!

Treating severe cases of COVID-19 has been a challenge for healthcare workers. The approach has been to ease symptoms and prevent secondary infections. Physicians are using […]
April 17, 2020

Gold Bugs: Pay Close Attention to This Data

Interest in gold and gold stocks has skyrocketed in the last 2 weeks. And for good reason. Let’s recap what we’ve just seen in short order… […]
April 14, 2020

Feeding The 7.8 Billion

I hope everyone had a safe and happy Easter weekend! My family and I certainly did. My birthday also coincided with the holiday, and all I […]
April 13, 2020

What Comes Next – The GDP Reckoning Is Here

“How far the coronavirus will spread is yet to be determined, but its current reach will be enough to slow major economies around the world.” I […]
April 13, 2020

The Coming Supply Shock in Mining

Last Updated on April 10, 2020 No country is immune to the spread of COVID-19. The virus has killed over 95,000 people and infected over 1.6 […]
April 9, 2020

“Pardon Us, But Could We Borrow Your Money Printer?”

I heard a knock at our door recently.  Under normal circumstances, that wouldn’t be that odd. But in the age of compelled social distancing, where marching […]
April 8, 2020

We’re Gonna Need A Bigger Boat

‘We’re Gonna Need a Bigger Boat’ I keep seeing this quote from the movie ‘Jaws’ pop up frequently in financial circles this year. I have read […]