Sprott's Thoughts

Rick Rule on speculating before a narrative becomes popular

Rick Rule, CEO of Sprott U.S. Holdings, discusses his viewpoint on "if" and "when" questions, and speculating in markets before they become popular.

Rick Rule on value investing: "Price is what you pay, value is what you get"

I had the chance to sit down once again with Rick Rule, CEO of Sprott U.S. Holdings.

Why doesn't gold get the respect it deserves?

A longstanding curiosity in the investment business has been the disinterest in precious metals among institutional investors.

The base metal breakout – industrial commodities threaten their decade-long downtrend

Base metals are showing signs of real strength, with prices across the complex breaking out, or threatening to do so.

Time to invest in Africa?

Expansion opportunity comparisons for Africa have been likened to the growth stories of China or India at the infancy of their economic transformations

This is an extinction-level event

James Rickards predicts the Fed will continue to raise rates and stall the economy.

Rick Rule on Uranium: Early means wrong, unless…

In an exclusive Q&A session for Sprott Private Wealth clients, Rick Rule shared his thoughts on the uranium market and explained why speculators shouldn't worry too much about being early.

Why cobalt (not lithium) could be the battery boom's big winner

You've probably given little thought to a perennially overlooked metal called cobalt, even though chances are you’re reading this very article on a device powered by a battery containing a significant proportion of the metal.

2016 in review

Natural resource investing is never a dull affair, and 2016 was certainly no exception.

Majors are on the hunt for new metal

Conversations and conferences of late have reinforced a few factors that define today’s young mining bull market.

John Embry – The fundamental attraction of gold

For investors who are both just beginning their foray into gold investment, and for those who have been long time proponents of gold, Sprott Senior Advisor John Embry breaks down the recent history of the U.S., highlighting the pressures that have brought fiat currency to the brink, U.S. debt liabilities to staggering heights, and gold back to the institutional investor’s crosshairs.

Rick Rule: There’s beginning to be a desire to, ‘buy the next thing to move’ in resource markets

The things that have moved in this market of course have been precious metal production and near term production stories, but people are coming to understand that high quality discoveries are rare.

Are junior miners going extinct?

For every new company entering the public markets, 15 are leaving.

Jim Rickards: 'There will be a war on gold'

Jim noted the world’s monetary structures resemble, “Two tectonic plates; there’s the natural tectonic plate—deflation—and then…the policy plate of inflation—which is money printing, currency wars, QE, operation twist, negative interest rates, and zero interest rates…”

Copper – It's been a bad few years

Don’t get too excited about a deficit. Copper is ever a tight market, an 18-million-tonne giant that always seems to finish the year with only a few hundred thousand tonnes of surplus or deficit.

Rick Rule: Market chaos creates opportunities

“These periods of deep despair are the necessary component, the necessary factor to turn a bear market into a bull market.”

James Rickards: "The system is highly unstable—If [confidence] is lost, it can melt down very quickly"

During a time of increasing uncertainty in global financial markets, James G. Rickards, best-selling author and advisor to US Department of Defense and Intelligence Communities, was kind enough to share a few comments.

$85 billion in write-offs may fuel small gold mining stocks

‘Dis-aggregation,’ where mines become dispersed among more players, may lead to much greater efficiency in the mining sector.

$85 billion in write-offs may fuel small gold mining stocks

Projects are being re-distributed among more players, and smaller companies are getting a chance to grow.

Watch Turkey for world’s next top gold projects –mining law, people, and infrastructure are improving: Han Ilhan, Aldridge Minerals

Turkey is partially located on a geological structure that may yield gold discoveries (Steve Todoruk, at Sprott Global Resource Investments, recently brought one project to our attention).

Rick Rule: When interviewing companies investors should start by asking—"What’s your liquidation value?"

Rick Rule, Chairman of Sprott US Holdings, recounts how a small mining event led to a career-changing investment.

‘Stealth Rally’ for select gold stocks to continue: Steve Todoruk

Steve Todoruk, a broker at Sprott Global Resource Investments Ltd., has been calling attention to a trend that few investors have noticed in small gold miners.

Eurozone is no bargain market, despite higher gains in US: David Stevenson, Fleet Street Letter

Rip-roaring market valuations in the US are supported by ever-expanding corporate and government debt.

Rick Rule: I remember my first period of catastrophic losses

Rick Rule, Chairman of Sprott US Holdings, sat down with Tekoa Da Silva to discuss his early experience investing in natural resources.

18-month rally in select gold stocks signals ‘bifurcation’ — Steve Todoruk

Our main subject today, though, is a trend we’ve been seeing in Canadian gold stocks. Some companies have reached much higher share prices over the last 18 months.