More US Govt Support Spurs Uranium Higher

From The Maven Letter: 10 January 2024 Yesterday we finally saw uranium stocks lift, after dragging along sideways for weeks even as uranium marched steadily higher. The first chart below is of URNM, the Sprott ETF of uranium miners; the chart below that is the spot price of uranium. The comparison shows how uranium stocks […]

Silver’s 2023, and Outlook for 2024

From The Silver Stock Investor | Mid-month Update December 2023 Investors are starting to wake up and recognize the exceedingly bullish setup in the silver market. Let’s look at what was expected for 2023, how it’s turning out, and what we can look forward to in 2024. Although overall total demand is expected to ease […]

Decoding the Pause: Political Commitments and Social Shifts in the Green Transition

From Evergreen Investing: December 2023 We started Evergreen Investing for one clear reason: climate change is one of the most disruptive economic forces of our lifetimes, a statement underpinned by the fact that 70% of countries representing almost 83% of global emissions and 80% of global population have committed to net zero by 2050. Dramatic […]

Happy Holidays From the Fed!

From The Maven Letter: 13 December 2023 I’ve talked a lot about rates in the last while. I had to because they were THE reason gold moved decisively up through $2000 per oz. and rate expectations are THE factor that will determine where gold goes from here. Today was a big rate in the world […]

A Move That Deserves Comment

From The Maven Letter: 8 December 2023 Gold has certainly made some attention-grabbing moves in the last two weeks! Most attention-grabbing were its drive up through $2000 per oz. two weeks ago and then its spike to a new all-time high of $2140, after which it immediately dropped $100. As all the coverage suggests these […]

Prepare for Silver Corrections

From The Silver Stock Investor | Mid-month Update November 2023 Silver is volatile, there’s no denying it.  But that’s also part of its appeal. I’ve seen it time and time again. Silver will go through an extended period of sideways price action, then explode higher or sell off hard before recuperating, then go back to […]

Gold Besting $2000/oz – It IS Different This Time

From The Maven Letter: 30 November 2023 Gold broke up through $2000 per oz. decisively on Friday and has stayed aloft since. It’s only been a few days but sticking above $2000 for a week – and not just lingering just above but running as high as $2044.45 and then sticking above $2035 – is […]

Here Comes The NEW Green Revolution

From Evergreen Investing: October 2023 New ways of thinking catapulted fertilizer use in the mid-20th century, triggering the first Green Revolution. It’s credited with alleviating world hunger and saving countless lives. That was a true paradigm shift. In the February issue, I made the case that feeding 8 billion people today would lead to great opportunities. […]

No Simple Headline For This Mess…

From The Maven Letter: 16 November 2023 A few good data points sent markets higher this week. Key among those good data points were weak inflation numbers, showing CPI and all its permutation extended steady declines in October. That seems to have cemented the idea that rates have topped, which sent yields down so markedly […]

Central Banks Are Hungry For Gold

From The Maven Letter: 26 October 2023 I quickly wanted to highlight the latest numbers from the World Gold Council on central bank gold purchases. The below is from the Financial Times.   Putting it in chart form…   And remember that 2023 isn’t over yet – this year’s bar only shows Q1-Q3. It certainly […]