Quiet markets are often sliding markets and that is certainly true today, though people being on vacation is not the only reason. Read my full thoughts here.
A ‘soft landing’ has become a real thing. There’s increasing conviction that we have actually landed softly: rate hikes and/or COVID bottleneck recoveries have pulled inflation down but growth, jobs, and spending have survived. Click the following link here .
If you’ve been reading my research even for a short while, you know that I believe solar panels will be a significant driver of silver demand going forward. Read my thoughts by clicking here or the button below.
Last week’s interim note started with Mailbox, answering a question on the risks around Heliostar (HSTR.V). That’s your free article for this week! Click the button below or here to read my thoughts.
Sideways stock markets continue, mining stocks continue to get no attention, gold is sliding with more rate hikes now assumed, and school is about to get out for summer. I’ve gotta say: it’s a bit tough to remain motivated these days. Thankfully, I was reminded of a few reasons to care recently. One is that […]
Carbon credits are two things: the mechanism that enables emitting industries to target net zero emissions and the market that encourages new carbon reduction or removal projects by giving value to carbon. Carbon credits are a key part of the green transition as mandated by governments around the world. But the double whammy of recession […]
It was a big week for data that I will discuss only in brief. First big release: May inflation numbers. CPI rose 4% in May, the lowest pace since March 2021. Falling fuel prices helped pull the number down but even Core CPI, which excludes food and energy, fell to 5.2% from 5.5% in April. […]
Following two terrible weeks in the junior mining space, shares generally moved sideways while precious metals regained some lost ground. Not inspiring confidence but at least it didn’t leave me wondering why I bother. Read my thoughts for this week here.
Lithium prices soared in 2021 and 2022, reaching as high as $80,000 per tonne. Then they plummeted to $25,000. Read my full thoughts about lithium here.
The highly anticipated annual In Gold We Trust (IGWT) report for 2023 was recently released. Their silver section, Silver’s Time to Shine? does an excellent job of reviewing the silver market and potential. Read my thoughts here.