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 […]
Where To From Here?
From The Maven Letter: 26 October 2023 It’s rough out there. Gold has held its recent gains, trading today around $1980 per oz., but gold stocks still can’t attract investor interest. Investors just don’t see enough risk on the horizon to start positioning for it. In the meantime, the 10-year yield bested 5% on […]
Paradigm Shifts: Massive Investment Opportunities (that require patience & timing)
From Evergreen Investing: September 2023 The term “paradigm shift” was first coined by American philosopher Thomas Kuhn in his 1962 book The Structure of Scientific Revolutions. It describes fundamental change in the basic concepts of something and in the resulting practices of how that thing works or can be done. The box above, taken from good old […]
Past is Prologue: The Silver Roadmap
From The Silver Stock Investor | October 2023 In my book The Great Silver Bull, I examine how silver has behaved in previous bull markets. I outlined in this month’s intro how there are a number of forces acting right now that contribute to silver’s volatility and weakness. With this in mind let’s review and […]
Things To Do Now
From The Maven Letter: 11 October 2023 Metals markets are boring boring boring. A few stocks are doing well but all others are sideways at best, sliding if worse. And there’s no reason to think this will change soon. Metals move when shortages come to the fore. Many metals will move into shortage over […]
Approaching Peak Silver?
From The Silver Stock Investor | September 2023 In my last few issues I discussed the technologies involved in solar panels, and how they not only need silver, but require increasing amounts of the precious metal. I also examined that increasing demand and why it looks primed to continue climbing unabated for years, if not […]
Deglobalization Leverages Green Investing Opportunities
From Evergreen Investing: August 2023 The green transition is a paradigm shift. This matters to us at Evergreen Investing because paradigm shifts create major investment opportunities and new ways of operating that replace longstanding setups. This shift is changing how the world moves, builds, eats, lives, and works. And big change like this requires big […]
Beaver Creek Thoughts
The first question about a conference is always “How was the sentiment?” The answer: terrible. Companies were disappointed that not much money showed up. By ‘money’, I mean funds with cash to invest. Funds run the gamut from small family offices to big resource-oriented private equity groups…and the list of funds at Beaver Creek was […]
The Power of Solar
From The Silver Stock Investor | August 2023 Last month my article delved into how solar panels work, why they need silver, and why they are going to need a whole lot more of it for years and decades to come. Naturally, silver’s properties as the most reflective element, and the most conductive for heat […]
Why Invest Green? Massive Mandated Changes Make For Major Opportunities
From Evergreen Investing: July 2023 We spent the first six issues of Evergreen Investing explaining the six sectors we want our portfolios exposed to for the huge investment opportunity of the green transition: nuclear energy, metals, carbon credits, waste management, agri-food, and green infrastructure. And we named what holdings we bought for that exposure and […]