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Gold and I, we have a love/hate relationship.  From mid 2019 - to mid 2020 -- I loved it.  Since then, it has been a lot more hate than love.Over 30 years, I’ve stuck with gold through good times and bad (apart from stop losses that is).I...
Every form of energy is going through the roof.  Oil, natural gas, refined products, coal – you name it, if it’s a fuel, it is going up.Except for one.  Uranium prices, which caught fire in the fall and again during the first few weeks post-invasion, have taken a tumble.The...
This is a Market with very few places to hide.All the favorites are getting killed.  You thought you could hide in consumer staples, in big tech?  Think again.With the world upside down, is it any surprise that the biggest safe haven has been the most volatile and...
My big question with the energy transition has always been: where’s the baseload going to come from?We want to get rid of oil.  Okay.  Around 80% of a barrel of oil is used in transportation.  If we electrify everything – EVERYTHING – you get rid of a lot of...
Golden Shield Resources (GSRI:CSE, 4LE0:FRA) is Leo Hathaway’s new micro-cap company--with just 28 million shares out--that holds the 100% owned Marudi Mountain asset—one that Leo believes has the potential to be a multi-million ounce gold deposit.And he is backing that up very quickly with some BIG numbers—in the first drill...
I want to tell you that you HAVE to short natural gas.   I want to tell you that the $8.50/mcf natural gas that we saw this week is crazy.     That the price is going to come down hard.  The market is hugely backwardated--meaning prices are much lower in the months...
As I’m sure you noticed———the world has just changed.For years now we’ve ignored the fact that Putin’s Russia is a threat. Reality has hit home.  Reliance on Russia for anything important is now a major concern for every Western Country.The obvious problem is energy, but the role that...
Fertilizer stocks have been on a tear.   This is just the start of a major move. These stocks are going to have a long runway.   There multiple tailwinds behind these companies——each of which are going to be supportive for years to come.   It all starts with a problem here at...