Take a look at the chart below: What you are looking at is the Q1 2020 free cash flow for the three largest gold mining royalty companies. Total free cash flow at just these three companies was $403 million ...
I have had a ton of requests to review the tanker trade. In this video I go over my thesis and why I got involved in the first place. I also discuss why I am still in the trade and ...
I have people emailing me asking if they should sell their uranium stocks based on the little rally we have had over the last month or so. This chart should answer the question. This rally in uranium and uranium ...
However doesn’t mean they can’t get cheaper. Nevertheless, this looks the beginning of a mult-year uptrend to me. I beleive the price rise in resources will be supply based rather than demand based. ...
A lot of decisions are being made by governments that are being sold as a way to “protect” the population from the WuFlu. Many of these decisions seem to have been made based on flawed models or in haste so ...
One of the problems with retail investors (otherwise known as schlubs, marks, shoeclerks, bleacher bums) is that they think they can compete in the markets and beat the Wall Street Sharpies. Wall Street is set up to extract money from ...
This week I review Michael Moore’s new movie, ‘Planet of the Humans”. The movie is a scathing review of the green energy and renewable business. It takes the idea that we can move to 100% renewable energy and destroys it. ...
In this long-awaited follow-up to his interview in late March, Dr. John Ioannidis discusses the results of three preliminary studies, (including his latest, which shows a drastically reduced infection fatality rate); the worrisome effects of the lockdown; the Swedish approach; ...
Are we looking at a repeat? Gold responded by making new highs: This chart is a bit busy but makes the point even better: I am not saying that this necessarily means we are going to ...
From the beginning of this year, 70 different central banks have cut policy rates 108 times by a cumulative 81.22 percentage points, or a net reduction of 76.88 points. We are seeing unprecedented actions from the world’s central banks. In ...