Sabina has the lower political risk, which ultimately meant lower total risk A few months ago I was considering funded gold mine developers Sabina Gold & Silver (SBB.TO/SGSVF) and Rio2…
Ladies and Gentlemen, behold inflationist gold bugs' handy work It never fails. On a day and during a week when industrial metals (incl. Doctor Copper), Agricultural commodities, outlier commodities and…
Doctor Copper's scrip: "The economy is starting to gear down due to the reduction of the very cyclical inflationary forces that had stimulated the patient previously. If you feel a…
In NFTRH 710 it was noted that HUI 240 area was a line in the sand to a more bearish near-term view. I just want to clarify that nothing is…
The real, or inflation indexed yield on the 5yr is spiking In Saturday's interview Jordan asked me a question about real yields and gold. Specifically, why is gold so relatively…
Do not be these two things simultaneously; cyclical inflationist and fundamental gold mining bull Whereby I turn my word salad loose upon the world. After an opening with too many…
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I had posted the incomplete song previously, but I stripped it all out except for the drum track, extended the drum track, re-did the bass and guitar tracks and also…
Now that I've got your attention, inflation signals are fading left and right It's in all the data. It's in all the headlines. Everyone knows inflation is on fire. This…
As they leverage the macro, what's good for gold is even better for gold miners After last week's article, in which we noted a unique move on 'CPI Friday' as…
Per this post yesterday the 2yr Treasury yield has taken out the 2018 high and a secular bull market trend (lower highs in yields) has been broken in short-term bonds.…
The Fed Funds rate has caught up to the 3 month T-bill yield, but the 2 year yield lurks above You can see that the Fed closed the gap as…
Overall economic activity appears to have picked up after edging down in the first quarter. Job gains have been robust in recent months, and the unemployment rate has remained low.…
Copper price (futures) clings to intact status Doctor Copper obviously failed again after a brief head fake above the moving averages. Doc is the cyclical economic metal. It clings to…