Research

Fistful of Dollars

We are now entering tax loss season. It’s time to prepare that the worst of the resource bear market could yet come.

Gold Beating

In a time of high global inflation caused in part by massive money printing and fiscal stimulus experiments, gold SHOULD be rocking. What’s going on…?

The Dollar War Path

Recent inflation data continues to show significant upwards pressure on consumer prices. Likely forcing the hand of Fed officials to raise rates further and push the US dollar higher versus other currencies.

Recession Protection: Pay Me to Wait

I believe there’s a substantial chance that this is a long, drawn-out recession. And in between superstar opportunities, I want to get paid to wait.

The Perfect Storm for Uranium

Japan just helped uranium creep closer to its final inflection point.

Market Fake Out or Electric Breakout?

Share prices have bounced hard off the low. This has all the YouTube gurus and TikTok option traders calling the bottom is in. Is it?

China Signals “Buckle Up”

China's recent economic indicators are the worst they have been since Covid-19 started. High unemployment levels along with crashing real estate prices are creating an economic firestorm.

China, Taiwan and the Boycott

China's soaring default rates and mortgage boycotts provide a peek into the true health of the Chinese economy.

Frontier Markets

The long-term demand for carbon credits from corporations simply outweighs the immediate supply provided by offset generators.

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