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Feb 27, 2017

Zinc: Strong Fundamentals, Equity Options

Zinc demand is rising. Demand rose 2.7% in 2016 and is expected to rise 3.8% this year and 3.7% next year. Meanwhile,…

Jan 17, 2017

Gold: Equities Outperform But GLD Needs Some Love

Gold's seasonal run will taper off early unless mainstream investors return to the sector. We need to see gold ETFs buying again.

Snipped from the January 11th Maven Letter: Gold has started out 2017 with a bang. The yellow metal is up 5.5% since…

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Dec 12, 2016

Colombia: Golden Future, Difficult Reality

The editorial I wrote after spending two weeks in Colombia. In short: only projects in workable parts of the country being advanced by teams that really understand the situation will succeed, and that is a short list.

Happy Monday all. This week I’m sending out the editorial I wrote after spending two weeks in Colombia. It was a very…

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Dec 5, 2016

Rates, Returns, the Dollar, and Gold…and Copper…and Zinc

Copper and zinc are buffering gold's weakness, though I see a topped dollar and the reality of rates and returns boding well for gold too.

Just home from two weeks in Colombia. An amazing trip. I certainly paid attention to things while away, which means I…

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Nov 11, 2016

Now versus Then

Long term, the bull argument for gold remains very strong, grounded in negative real rates. The challenge is the short term.

Everyone is trying to figure out what Trump means, for stocks, gold, immigrants, trade deals, international relations,…

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Nov 7, 2016

Rising on fear...but correction will continue

Gold broke US$1,300 because fear abounds. That thesis will persist, but the correction isn't over yet.

Last week's Maven Letter had two portfolio suggestions. I recommended buying a gold explorer that just got drills…

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Oct 31, 2016

Back from New Orleans

With thoughts on the pros and cons of different kinds of gold companies

The New Orleans Investment Conference was once again a fantastic event. The conference offers a packed schedule of…

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Oct 20, 2016

Casino Courts Attention

Gold and copper majors need big projects to maintain their production profiles. Western Copper & Gold's Casino project is big, in a good jurisdiction, and well advanced through permitting. Interest is building.

This isn’t a story about a piece of news, but about an idea. The company in question isWestern Copper & Gold…

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Oct 17, 2016

A Portfolio Peek

Maven Letter subscribers get weekly updates on what companies in the portfolio have been doing and why it matters. Here's a look at one week's Portfolio Update.

A bit of a different Maven Monday this week. Usually I snip out part of the macro editorial from the letter to share,…

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Oct 3, 2016

Rating Risk & Understanding Issues

As the bull advances, risks become more varied - and important. Plus news from CXO.V and the Philippines in context.

Last week’s Maven Letter was a lengthy one because I assigned a risk rating to every stock in the Maven…

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Gwen was the FIRST newsletter writer to recommend the hottest stock in the sector — Great Bear Resources! Click here to read about Gwen’s thoughts on Great Bear Resources (TSX.V: GBR)! Subscribe to Gwen’s Letter if you want to get more news and updates!

In her letter Resource Maven explains what she is buying and selling, and why. Since the gold market turned up in early 2016 she has booked three takeovers (267% average gain) and exited eight positions for an average 200% profit.

I continue to be amazed at the volume of your work, the exhaustive detail and broad perspective. Extremely valuable!!!!

- CR (Nov 2017)

I was really impressed with your various presentation and panels; you really stood out head and shoulders above everyone else on a number of topics, that others couldn’t even answer. Kind regards

- IB (Nov 2016)

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