April 28, 2011 Super cycle? Or the endgame of cheap? Back in 2005, we were asked by the esteemed journal, The Banker, to write an op-ed piece and we chose the topic "China and the End of Cheap." Memory of…
April 28, 2011 Russian metals firms constrained by rail Russia's two main rail lines into Asia and, in particular China, are increasingly overburdened which is causing a headache for metals firms looking to increase exports.
April 27, 2011 A longer-term view of inflation: industrial metals vs. gold I found an interesting dataset at the IMF of commodity prices going back to 1980. What makes it interesting is to look at the longer-term price trends of some of…
April 27, 2011 Commodities: No bubble here With commodity prices up so much over the past several years, you can forgive long-term value investors for giving them a miss. Who wants to risk exposure to another asset…
April 27, 2011 No sign of the top in silver Silver is finally getting some attention in the 10th year of its bull market run - mostly top callers who are calling the recent move to nearly $50 an ounce…
April 27, 2011 It’s a good time to invest in coal Coal is considered the dirtiest of all fossil fuels due to the emissions of hazardous pollutants when burned. But we are at a point today where there is a scarcity…
April 27, 2011 Palladium: The white metal investors should have on their radar If you’ve been long palladium, you know much of the ride over the last two years has been remarkable. The white metal gained 350% in value between January 2009 and…
April 27, 2011 Today in Commodities: Status quo from Fed Nothing new to report from Uncle Ben and his cronies but at least there was more talk of inflation with rising commodity […]
April 27, 2011 Bernanke Bottom or Crash! Today's FOMC meeting and press conference has the potential to either put in a daily cycle bottom in the dollar index or initiate a waterfall decline into the dollar's three…
April 26, 2011 Tournigan increases indicated resource at Kuriskova by 39% to 28.5 million pounds of U3O8 Tournigan Energy Ltd. (TVC: TSX-V; TGP: Frankfurt) has updated its resource estimate for the Kuriskova uranium deposit in Slovakia. This NI 43-101 compliant updated estimate increases the amount of uranium…
Rising investment to keep global silver demand steady in 2026, Silver Institute says The silver market is heading for a sixth consecutive year of structural deficit. February 10, 2026 | 09:31 am
