First and Last Word on Metals and Mining

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We’d like to remind subscribers that we’re now posting more frequent updates to the Portfolio Remarks section of the website. This is a new subscriber feature where we will update our latest thinking and trading stance on companies held in … Login or Subscribe to read more →

This post related to company | Posted in Analysis, Discovery Plays, Exploration Plays, Member Only, Trading | 2 Comments

This week we’ll be attending the Chicago Hard Assets show which will undoubtedly be filled with a much chipper crowd now that QE3 is out of the bag. If you are in the area please come by and see us. … Login or Subscribe to read more →

Posted in Analysis, Member Only, Weekly Update | 25 Comments

Well Ben Bernanke went and did it last Thursday, a “flexible” money printing operation that will ultimately test in the years ahead just how quickly and completely a central bank can destroy a currency. The Fed apparently wasn’t about to … Login or Subscribe to read more →

Posted in Analysis, Gold Market, Market Update, Member Only, Silver Market | 2 Comments

More and more we’ve been considering publishing an updated “Cash is King?” report — detailing the growing list or resource companies that have more net cash and liquid assets on hand than their entire market caps — and perhaps we … Login or Subscribe to read more →

This post related to company , | Posted in Analysis, Cash is King?, Exploration Plays, Member Only, Trading | 1 Comment

The markets are generally following a predictable script with widespread anticipation of a QE3 announcement by the Fed at the conclusion of its meeting on September 13. We have a problem with this market sentiment, however, based on our pervasive … Login or Subscribe to read more →

Posted in Analysis, Market Update, Member Only, Option Strategies, Speculative Trading Ideas | 21 Comments

The silver mining space is somewhat limited and the quality companies all carry decent valuations … even the junior producers and despite the malaise that has infected the resource sector. Perhaps one of the reasons for the decent valuations is … Login or Subscribe to read more →

This post related to company , , , | Posted in Analysis, Development Plays, Member Only, Mining Equities | 6 Comments

During September we plan to attend the Chicago Hard Assets show. If you are in the area please come by and see us. Join us! September 21-22, 2012 ————Market Update———— As speculated in our last market update, gold and silver … Login or Subscribe to read more →

Posted in Member Only, Weekly Update | 28 Comments

Our Weekly Subscriber Updates have been absent for a couple months during the summer largely because the slow pace of the market has meant that there hasn’t been much to update. As we try to do whenever the markets are … Login or Subscribe to read more →

Posted in Analysis, Member Only, Weekly Update | 2 Comments

Gold, silver and other things shiny (or gooey as the case might be) have been threatening to break up and out of their summer doldrums a number of times over the past several weeks and at this moment it finally … Login or Subscribe to read more →

Posted in Analysis, Market Update, Member Only | 22 Comments

The rare earths sector continues getting punished with the latest transgression being made by the “old guard” Molycorp where management has failed to properly devise a corporate strategy capable of dealing with the fast paced and risky world of specialty … Login or Subscribe to read more →

This post related to company , , , , , , , , , , | Posted in Member Only, Rare Earths | 10 Comments
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