Battery Metal Series – Part 1 with Mike Beck: A perfect storm in lithium unprecedented demand profile
Mike discusses his trip to London where he took in the LME week which is a meeting held by the metals industry.
Commodity prices are more important than production increases.
Collin starts things off by noting that the HUI chart is in a channel, with a breakout likely occurring at the end of it.
Rick discusses the surprising lack of volatility in the markets and with the various worldwide challenges one would expect it to be much higher.
The uranium market has always been volatile, we are still on the right side of the bottom, and are clawing back to a regular place where the uranium market will function.
In the near term we will likely test support at $16 silver and $1200 for gold.
Sprott Monthly Market Update with Rick Rule: This bull market is in its infancy, a lot of money is about to be made!
Rick sees a very interesting market, which flirted with an upside breakout, that failed.
David gives credit to Ted Butler’s continual analysis of the Commitment of Traders report, which David highlight’s often in his newsletter.
Ali discusses how people compare the current financial situation to those of the past, however the big picture is usually different, as the underlying economic circumstances have changed.
Frank discusses the gold and bond markets and how they have been driven by global uncertainty.
Collin and Jordan discuss optionality plays and how they can be profitable when underlying metal prices rise.
With an end to the European Free Trade Zone, how will the world economy deal with a contraction in the European economy?
They have low taxes and a stable economy- having had budget surpluses in the last 25 years for all but two years. The country’s wealth has been built on innovation and attracting foreign companies.
With world debt at least twice 2008 levels we are witnessing the dawn of a new system, and have been close to a collapse twice this year already.
Even though the gains at the beginning of this cycle have been extreme, we still have a long way to go.
Jacob Rothschild, Stanley Druckenmiller, George Soros, along with his associate Crispin Odey, and other billionaire elitists are moving massively into gold.
When making private placement investments, it's imperative to understand what the company will do with the money.
There are several reasons the world economy is unsustainable within the current systems.
David Morgan: This is very likely going to be the biggest move in the precious metals complex in modern times
David Morgan thinks gold and silver have already hit bottom, and because of the unique situation in the world today, he wouldn't rule out gold lifting to $10,000!
In the opinion of billionaire Eric Sprott, what is happening to gold and gold shares is stunning.
The trade is so good that Etai just rebalanced his portfolio from a very small gold and silver allocation to 75%! And he’s not done yet.
Rick Rule is seeing new customers pouring into gold from across the spectrum. Uranium is perhaps even more exciting, as everything that needs to be in place for a truly incredible bull market is there.
Brien Lundin: Brexit underlines currency debasement as the real driver behind gold price appreciation
The Brexit vote to leave the E.U. is bullish for gold as it creates uncertainty but the real driver for the long term gold price is currency devaluation, which is happening now globally at an unprecedented rate as most countries attempt to lessen the value of their debt.
There are many factors in play causing volatility in the gold price but this has not effected the stocks which have performed well without any significant corrections.
Sprott monthly market update with Rick Rule: Cobalt bubble coming; Kaminak & The Yukon; streaming & royalties
In the current bull market, with more equity available, streaming and royalty companies continue to provide much needed revenue in the base metals and industrial materials sectors.