Bob Moriarty ArchivesSep 27, 2021I enjoy going back referring to articles about companies that I have written about before. Contrary to how 90% of other writers handle it,every article I have ever posted is still on my site. Granted on a regular basis I report on a company that then turns around and blows up but error in forecasting happens to anyone who is honest. It’s only the crooks that...Read More
Outcrop Silver and Gold's most recent batch extended mineralization in the north part of Santa Ana and generated a new target in the project's southern end.190 kilometers northwest of Bogota, in Colombia's Mariquita District, lies the Santa Ana gold project, which is currently operating in stages of advanced exploration. Its sibling Mallama, which lies in the immediate southwestern tip of the coun...Read More
In part two of a two-part look at investing in junior precious metals equities, Denver-based Crescat Capital CIO Kevin Smith discusses the Lassonde Curve and how he uses it in combination with Geologic and Technical Director Dr. Quinton Hennigh's hands-on knowledge to invest in what they believe are the best opportunities in the gold and silver space. The best opportunity to find outsized returns...Read More
G Mining's recently announced US$110 million acquisition of the TZ gold project from Eldorado Gold should result in one of Brazil's largest gold mines and highlights the potential of the Tapajos region, which was the site of the world's largest gold rush. Cabral Gold Inc. (TSX-V: CBR; OTC: CBGZF) is getting a new neighbor at its Cui?? Cui?? project in Brazil's Tapaj??s region, and Dr. Alan Carter,...Read More
During Crescat Capital's Sept. 20, 2021 broadcast, Dr. Quinton Hennigh, Geologic and Technical Director of Crescat Capital, reviewed news released in the past two weeks on multiple companies in Crescat's portfolio of mining explorers.Dr. Quinton Hennigh, Geologist and Technical Advisor to Crescat Capital, began his presentation by highlighting that the prices of gold and silver are "in a soft patc...Read More
[edit] Upon completing the article I realized that no forward look at the economy and financial markets from an inflationary/deflationary point of view would be complete without consideration of the Yield Curve. Here is its status at the time of writing. It is making a steepening hint this week along with the rise in bond yields. That signaling is inflationary, at least for now. But in 2008 t...Read More
[edit] Upon completing the article I realized that no forward look at the economy and financial markets from an inflationary/deflationary point of view would be complete without consideration of the Yield Curve. Here is its status at the time of writing. It is making a steepening hint this week along with the rise in bond yields. That signaling is inflationary, at least for now. But in 2008 t...Read More
The happy talk out of Wall Street would have you believe that the Evergrande financial collapse in China is under control and that responsible parties have taken steps to avoid a "Lehman moment" in Chinese capital markets.Almost everything about that narrative is factually wrong. It's Wall Street happy talk at its finest, assuring investors that things are under control while the smart money runs...Read More
[edit] Upon completing the article I realized that no forward look at the economy and financial markets from an inflationary/deflationary point of view would be complete without consideration of the Yield Curve. Here is its status at the time of writing. It is making a steepening hint this week along with the rise in bond yields. That signaling is inflationary, at least for now. But in 2008 t...Read More
[edit] Upon completing the article I realized that no forward look at the economy and financial markets from an inflationary/deflationary point of view would be complete without consideration of the Yield Curve. Here is its status at the time of writing. It is making a steepening hint this week along with the rise in bond yields. That signaling is inflationary, at least for now. But in 2008 t...Read More
Adrian Day of Adrian Day's Global Analyst discusses company presentations from recent back-to-back Colorado gold conferences. 15 specific companies are assessed.I've just returned from the back-to-back gold conferences in Colorado, the first focused on juniors in the spectacular Rockies, near Vail, resplendent at this time of year, and the second, with an emphasis on miners, at the luxury Broadmoo...Read More
Adam HamiltonArchivesSep 24, 2021 This week the Federal Reserve pre-announced an upcoming slowing in its enormous quantitative-easing money-printing campaign. That QE-tapering warning was widely expected on Wall Street, so it wasn't a market-moving surprise. Gold is particularly sensitive to Fed policy changes, because of hyper-leveraged gold-futures trading. Expected Fed tightening often triggers...Read More
Gold and silver stocks took a dip on Thursday as prices of precious metals fell on a stronger US Dollar. Investors turn to gold and precious metals as a safe haven asset against economic uncertainties. For this reason, new promising results from the economic data gave hope for a recovery in the months following lockdowns. On Thursday, the Commerce Department reported a 0.7% growth in retail sale...Read More
The last trading session saw gold prices initially try to rally after gapping lower. They filled the gap, and then broke down significantly to reach towards $1750 level. The $1750 is a strong support level, and experts expect to see a lot of support before a possible breakdown below. This is exactly why investors should favor streaming and royalty companies in the meantime. Mining stocks like Roy...Read More
Biden scaled back on his infrastructure bill. However, with all the remaining cards still in play, his economic agenda should be positive for gold.Inflation, bond yields, monetary policy… that’s all interesting and crucial to understand trends in the gold markets – but, hey, what’s up in politics? A lot has happened recently on this front. In particular, last month, the wo...Read More
Knock, knock? Is it already the sky,or just a ceiling? Either way, oil has risen substantially — how high can itgo?FundamentalUpdates The crude closed on highs on Thursdaythanks to optimism about demand as well as the remaining tight supply. In fact,this increase is driven by a general market sentiment that is relativelyfavorable to the macroeconomic situation and the conviction that supply...Read More
In a Sept. 20, 2021 Crescat Capital broadcast, the firm's Portfolio Manager Tavi Costa and Chief Investment Officer Kevin Smith presented statistical evidence that China is heading toward an economic crash and its spiraling is affecting other economies around the world. The two experts also explained how Crescat Capital has positioned its funds in preparation for the likely Chinese event.Crescat C...Read More
Biden scaled back on his infrastructure bill. However, with all the remaining cards still in play, his economic agenda should be positive for gold.Inflation, bond yields, monetary policy… that’s all interesting and crucial to understand trends in the gold markets – but, hey, what’s up in politics? A lot has happened recently on this front. In particular, last month, the wo...Read More
Knock, knock? Is it already the sky,or just a ceiling? Either way, oil has risen substantially — how high can itgo?FundamentalUpdates The crude closed on highs on Thursdaythanks to optimism about demand as well as the remaining tight supply. In fact,this increase is driven by a general market sentiment that is relativelyfavorable to the macroeconomic situation and the conviction that supply...Read More
Time, the saying goes, is nature's way of making sure that everything doesn't happen at once. So now, maybe, we're at the event horizon where nature is suspended because everything seems to be happening at once.The weeks ahead could determine whether we are a coherent society that can function on the basis of a firm consensual reality or just a collection of battling narratives designed to conceal...Read More