Dave is Managing Geologist of the Pierce Points Daily E-Letter.
China was the savior of commodities the past year. And a particularly hot spot today. China's customs agency released some impressive trade numbers. December exports…
Yesterday I visited the nicest public pool I've ever set trunks in. The place was airplane hangar-sized. Giant hot tub. Towering waterslides. A float-along river…
The next big thing is here in the Canadian oil patch. I wrote a few weeks ago that a number of new Alberta and Saskatchewan…
It's been awhile since we heard the phrase "liquidity problems". In October 2008, you couldn't set browser on internet without hearing about liquidity problems somewhere.…
The financial crisis changed the way people think. At least some people. In North America, the bursting of the housing bubble dispelled the myth you…
ExxonMobil's buyout of XTO Energy was the story of December. It might be the story of 2009. But equally important are the details now emerging…
That question has been on the minds of leaders and financial thinkers worldwide, since the financial crisis broke last fall. In response to falling asset…
There are two kinds of junior natural resource companies. When you analyze, it's critical to realize which one you're dealing with. The first type are…
Yesterday's big news in the commodities world was Exxon's $31 billion takeover of XTO Energy. The acquisition is a big endorsement by the world's largest…
A lot has been made this week of news that Mexico hedged the bulk of its 2010 oil production at $57 per barrel. Several analysts…
Inflows of speculative investment money into gold, copper and oil continue unabated and the numbers are staggering. I wrote a few months back about investment…
There were a lot of reports this week about the demise of the dollar. Is the end of the greenback truly at hand? Or are…