The next time you hear claims of “peak this” or “peak that,” don’t fall for it. Someone is almost surely trying to sell you something you don’t want to buy. Protect your wallet and your portfolio and remember the driving force of human progress. (6 minute read).
As a new resource investor, it’s hard not to get interested in the excitement and drama that comes with investing in far-off lands. After all, many countries in Africa, Asia, and South America are less picked over by exploration geologists. But be careful where you put your investments dollars and learn as I have. (5 minute read).
Over an amazing 40+ career in the mining industry, Pierre Lassonde has pulled off a lot of incredible deals. I was lucky enough to sit down with this royalty streaming pioneer and another legend in the industry to hear some awesome stories of their younger days. (5 minute read).
Back in October, I published my thoughts on the oil market that differed from the conventional wisdom at the time. At the time, many oil market players had turned bullish because OPEC announced a major production cut. So, let's see what's changed since and how it effects our investments. (5 minute read).
As a large investor in the infinite resource space, I like seeing Buffett highlight how renewables can generate huge amounts of cheap power. In the past 20 years, renewable energy has gone from an expensive pipe dream to an amazing source of clean, cheap energy that can produce incredible returns for investors. But… two of Buffett’s statements are wrong. (6 minute read).
Attendees of the recent Vancouver Resource Investment Conference had the good fortune to hear to Frank’s current thoughts on the world… and where he is investing right now. My public interview with him was one of the conference’s highlights.
Northern Dynasty's Pebble Project is the focus of intense debate. It’s become one of the biggest stories in the natural resource industry. To give you an expert’s perspective on this debate, I sat down face to face and discussed Pebble with the legendary geologist David Lowell. (6 minute read).
You see, unlike most everyone who is now writing about Northern Dynasty, I owned this stock long before it became headline news. So, I may have unique insight on the situation that others do not. (4 minute read).
As much as any natural resource, uranium has a clear path to much greater demand over the next 15 years. However, that demand will not be satisfied with spot prices under $20 per pound. It costs the mining industry more than that to get it out of the ground. Either the price of uranium will go up or the lights will go out. (5 minute read).
Taking a position in high-quality uranium stocks right now stands a very good chance of working out well for investors. In fact, a good case can be made that higher uranium prices are not a matter of “if,” but a matter of “when.” That’s why I’m making this sector one of the biggest bets of my career. (6 minute read).