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Recent Posts

Jurisdictional risk versus balance sheet risk for gold miners
The gold stock trade still looks good for 2025
The US$, Gold and the US Election
A yield curve failure?
The ‘real’ gold price is at long-term resistance
The Bust Continues
Has an age-old relationship changed?
The economic cycle and the commodity/gold ratio
Exploration-stage mining stocks offer no leverage to metal prices
Commodities versus Gold
Gold and US Politics
Gold Market Update
An update on the “investment seesaw”
The US economic bust continues, but a recession has been delayed
Are gold mining stocks cheap?
The “Transitory Inflation” Myth
Commodity Prices and the War Cycle
Seven rate cuts priced in for next year
Why gold stocks underperform gold bullion

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