Mickey Fulp - Mercenary Geologist

America is under China’s thumb … and Russia’s, too

The US is beholden to China for 20 commodities on the US government’s critical minerals list.

Why conflicted copper shows little consensus

World warehouse stocks are dropping, down 50% since the first of April.

The 'quite unusual' platinum to palladium ratio

Focus on platinum-palladium prices and ratios over the past 48 years.

A crude correlation with Canada’s currency

Canada is the world’s fifth largest oil and gas producer and its energy export revenues are a significant part of the economy.

The 20 year record for gold

Today, I present new research covering a 20-year time frame from 1996- 2015 that includes a 12-year bull market for gold from 2001-2012 bracketed by bear markets in the late 1990s and mid-2010s.

Happy New Year from The Mercenary Geologist

Despite the ongoing and deepening bear market for commodities and the junior resource sector, MercenaryGeologist.com continues to produce valuable analysis and research on commodities and equities.

Why gold ain’t goin’ anywhere anytime soon

The price of gold has been range-bound from the low $1200s to the upper $1000s per ounce since early February of 2015.

Why I am a uranium bull

Supply destruction.

The real value of gold in the ground

Venture always flows where potential reward is perceived to have the lowest risk.

Mercenary Alert: The Nevada sun also rises

Nevada is one of the most prolific gold provinces on Earth.

Why gold stocks still suck

It is a bit hard to fathom but nearly three years have lapsed since I penned a rant called “Why Gold Stocks Suck” (Mercenary Musing, April 30, 2012) after a Cambridge House conference in Calgary.

The US dollar is simply the best of all evils

The greenback is increasingly viewed as a safe haven, and I expect it to go even higher in 2015.

The real cost of mining gold

Since the bull market for gold began in 2003, the world’s major gold mining companies have produced tens of millions of ounces of gold and have raised (and written-off) many billions of dollars for capital expenditures and acquisitions.

Dollars and gold: deja vu all over again

What is similar between today’s economic environment and a two-month interval during the 2008-2009 banking debacle?

Why seven is a lucky number

Notice the junior markets hit major highs in every year ending in the number 7 before going into exponential freefall.

Dollars and gold revisited

Monetization of treasury bonds to the tune of $300 billion will not be nearly enough to solve our country’s financial problems.

The catalysts that caused the crashes

Over the past 30 years, there have been four major bear markets in the junior resource equities sector.

Why I dig the dog days of December

There should be a significant rally in junior resource stocks in the early days of 2015.

Has the earth ever run out of a natural resource?

“Has the Earth ever run out of a natural resource?” This intriguing question was posed to me nearly two years ago by producer Niall McGee of Canada’s Business News Network (BNN).

Musings on the Record Price of Copper

The spot price of copper jumped to $4.40 on December 31, exceeding previous highs set daily over the past week. Today we discuss copper’s meteoric price rise during the past five months, dissect current supply […]

Avalon Rare Metals Inc: Moving Toward a Development Decision

A Monday Morning Musing from Mickey the Mercenary Geologist Avalon Rare Metals Inc (AVL.T) is a company that I have covered since June 2007 with a commissioned report on behalf of a private equity fund […]

Otis Gold Corp: Kickin’ It at Kilgore

In late July I flew from Albuquerque to Salt Lake, had a one hour layover, and was in Twin Falls, Idaho in less than four hours. That’s about as short a jaunt as it gets with […]

The Power of Two: A Primer for the Lay Investor – A Monday Morning Musing from Mickey the Mercenary Geologist

The most important concept of my investing philosophy in the junior resource sector is the Power of Two. It was first discussed in slightly different terms shortly after I launched my website a little over […]

Strathmore Minerals Corp: Monetizing Its Metals

Strathmore Minerals Corp (STM.V) is a company that I covered soon after my analyst business started three years ago. I was at the New York Hard Assets Conference in May 2007 at the height of […]

Pediment Gold Corp Uncovered: The Field Tour Review

A Monday Morning Musing from Mickey the Mercenary Geologist [email protected] I first wrote about Pediment Gold Corp (PEZ.T) in a private report delivered on June 18, 2007. Parts of my missive were reprinted by Jay […]