Continue...Marin Katusa has worked directly with and financed many companies of well-known individuals in the resource industry and has become one of the most trusted and well connected dealmakers in the junior resource sector. During this time, he has become one of the most successful portfolio managers in the resource sector, such as his 2009 Fund Partnership (KC50 Fund, LLC) which has outperfor...Read More

There are four major factors driving the market. The factors are growth, trade wars, geopolitics and regulation of technology.Continue...Read More

African-American unemployment has never been this low and the spread between African-Americans and whites is narrowing.Continue...Read More

Janet Yellen cashed in big with her first paid speech to Wall Street since leaving the the Fed, discussing rate hikes and President Trump's policiesContinue...Read More

Our pal Mickey Fulp, the "mercenary geologist", stopped by this morning for a discussion of trade, tariffs, the metals and mining companies.Continue...Read More

88 Energy Ltd (LON:88E, ASX:88E) has provided an update on its operations in Alaska, where it has both conventional and shale interests within the Project Icewine acreage.The company said that a 450 square kilometre 3D seismic exploration programme was completed on March 28, highlighting that the work was finished on schedule and within budget. It expects processed data from the first areas will b...Read More

Brazilian slab export prices remained unchanged this week, with few offers heard, but producers were reported to be hoping for a new increase in offers for May-production batches.Metal Bulletin's weekly assessment of Brazil export slab prices was unchanged on Friday April 6, at $580-590 per tonne fob.Demand for slab was reported to be increasing, with buyers in Europe and Southeast Asia returning...Read More

– Silver Futures Report, JP Morgan Record Silver Bullion Holding Is Extremely Bullish– JP Morgan Continues Adding To Massive Silver Bullion Holdings (see chart)– Silver Speculators Go Short – Which Is Extremely Bullish– Stunning Silver COT Report: One For the Ages (see chart) The silver futures Commitment of Traders (COT) report released last Friday was...Read More

Do you hear the military march? The world’s largesteconomies are flexing their muscles and preparing for war. Will gold win thetrade conflict between the United States and China?So It BeginsTrade war. This topic dominated the recent days. Lastweek, President Trump announced plans for tariffs on about $60 billion ofChinese imports. In response, Liu He, China’s vice-prime minister, told...Read More

Iron ore output in Peru grew 41.2% year on year in February, according to figures released by the country's mining ministry, MEM, late on Wednesday April 4.Production came to 942,042 tonnes, compared with 667,313 tonnes a year before.This rise was due to increased output at Shougang Hierro Per??, a subsidiary of China-based Shougang Group, as well as...Read More

A new phrase has been added to our lexicon of late, and that is what has become known as "fake news." This new phraseology can be aptly applied to that which is presented by our old friends at the GATA (Gold Anti-Trust Action) committee.GATA has been trying to convince all those who are willing to listen that it is not its fault that the metals market dropped from 2011 to 2015 (where silver lost 7...Read More

Offers for Brazilian slab will likely increase in April on sellers' optimism despite growing resistance from buyers, after the United States temporarily delayed its Section 232 import tariffs on Brazil. But in Asia, slab prices are expected to remain steady or even decline slightly on sluggish trading and weakness in upstream and downstream segments, while products from the Commonwealth of Indepen...Read More

Gold production numbersfor 2017 are still being compiled but estimates call for the first annualdecline in mine output since 2008.The gold price felldramatically in the months following the2011 peak in prices. It has languished at,or near, the cost of production for years. Low gold prices are having apredictable effect on mine output. Much higher gold priceswill drive more exploration and should b...Read More

If the latest COT report for silver getsany more bullish than the one released on March 23rd, commercialtraders will have to go ‘net long!’   Asit is, they reduced their ‘net short’ position to the lowest number in manyyears, down to just 4,000 contracts – barely 2% of the total openinterest!  This is bullish action!   Asrecently as January 16...Read More

Goldsoared by the end of the week. Miners didn’t – the HUI didn’t even move abovethe previous March highs. Silver’s performance was rather mixed, but closer tothe one of miners than the one of gold. Why did gold rally? Why didn’t minersrally? How can the silver CoT numbers help in this case? Let’sstart with the first question. Why did gold rally in the final par...Read More

For those that follow me regularly, you will know that I have been tracking a set up for the GLD as a proxy for gold. I believe that the GLD can outperform the general equity market once we confirm a long term break out has begun, and I still think we can see it in occur in 2018. This week, I will provide an update to the GLD. While I have gone on record as to why I do not think the GLD is a wise...Read More

Gold update: While I don’t care much for Cycle anomalies (i.e. short of long cycle), I am not going to fight them. Therefore, I am very bullish on Gold given the short ICL that has been left behind but the yellow metal has disappointed before so we still need to be cautious until the next resistance between 1360-1377 is taken out. The next week or 2 are critical, IMO and Gold needs to s...Read More

Gold has firmed above $1300 in recent days and is holding comfortably above $1300 for now. We think the market will break to the upside sometime this year. The question is when. Here are 3 things to watch that will tell us if Gold is on the cusp of that break-out soon or later. First, keep your eye on Gold’s close at the end of next week. It’s not only the end of the week and month but...Read More

By DavidSmith, It's a safe bet that most readers of this column who holdphysical precious metals – gold, silver, platinum and palladium – do so becausethey view them as a store of value. Gold and silver especially, have served inthe role of honest money for at least five millennia.With a melting point 700 degrees higher than gold, the Spaniardsweren't able to determine how to utilize p...Read More

The junior gold miners’stocks have spent much of the past year grinding sideways near lows, sappingconfidence and breeding widespread bearishness. The entire precious-metals sector has been left for dead, eclipsed by thedazzling taxphoria stock-market rally. But traders need to keep their eyes on the fundamental ball so herdsentiment doesn’t mislead them.  Thejuniors&rsq...Read More