Uranium stocks surged as the…
The stainless steel industry saw…
Central bank digital currencies (CBDCs)…
A serious lack of rare earth elements is endemically afflicting the world body politic. It has been brought on by a chronic combination of American short sightedness and Chinese need…
Last year’s sure thing is rapidly turning into this year’s sure loser. After bringing in a torrid 29% return in 2010, the barbarous relic has only managed a flaccid 7%…
Writing about the 1967 Six Day War in his 2001 memoirs, Israeli Prime Minister Ariel Sharon said that "While the border disputes between Syria and ourselves were of great significance,…
The conspiracy theorists will love this one. Buried deep in the bowels of the 2,000 page health care bill is a new requirement for gold dealers to file Form 1099’s…
It wouldn’t be fair to say that Bernanke is responsible for all the run-up in global food prices. There are many factors at play. That’s not to say the US…
In the wake of gold’s panic inducing $30, one day sell off on Friday, players across the hedge fund universe are reassessing their relationship with the barbarous relic. What started…
Russian President Dmitry Medvedev has signed a law on forming a joint venture with Mongolia to develop a large uranium deposit. Medvedev's signature clears the way for creation of the…
This is my favorite asset class for the next decade, as investors increasingly catch on to the secular move out of paper assets into hard ones. Don’t buy anything that…
In order to maximize gold extraction, mercury is often used to amalgamate with the metal. The gold is then produced by boiling away the mercury from the amalgam, a process…
I bet I’m the only guy you know whose wedding was filmed by the KGB. In the seventies, my friend, the TASS correspondent, Yuri, shot the entire assembled foreign press…
I am busy working on some bigger projects that I can’t write about yet, but I thought I would put up a little scanned in section from today’s WSJ relating…
Paul Krugman explains the main reason for the rising commodity prices: Today, as in 2007-2008, the primary driving force behind rising commodity prices isn’t demand from the United States. It’s…
INCIDENT: On 7 December, gold hit an all-time high above US$1,425 per ounce (London morning fix), after having risen from under $300 per ounce at the beginning of the millennium…
After my entertaining repast with the head of our nation’s intelligence service, (See: Lunch with the CIA) I had to ask myself this question. During the sixties, new dwarf varieties,…
Rare earth (RE) metals find application in devices inlcuding wind turbines, hybrid and electric cars, LCDs, fuel cells, nuclear reactors and lasers. China controls some 97% of the world supply…
When I was at the New York Hard Asset Investment Conference weeks ago, every hour someone would stop by my table, mention the word “rhodium”, and walk away. My interest…
Most folks think an oil embargo or a running out of supply would be a disaster, some even realize oil could drive nations to war. But there is a much…
In the headlines lately has been news of China's monopoly of rare earth elements (REE), adding to China's growing clout. It would increase their leverage should they choose to reduce…
I've been reviewing several new project opportunities this week, in both minerals and petroleum. It's got me thinking about genius. Good resource companies have some kind of genius. Something the…
There's a lot of speculation these days about the gold price. One of the favorite theories is dollar weakness. The rising gold price is caused more by a falling dollar,…