Bonds Break Up, Markets Slide Down, and Metals Bore
Quiet markets are often sliding markets and that is certainly true today, though people being on vacation is not the only reason.
Read my full thoughts here.
Author: mavenpub
Discoveries Will Be The Only Big Winners In This Soft Landing Summer
A ‘soft landing’ has become a real thing. There’s increasing conviction that we have actually landed softly: rate hikes and/or COVID bottleneck recoveries have pulled inflation down but growth, jobs, and spending have survived.
Click the following link here .
Why Solar Panels Need Silver
If you’ve been reading my research even for a short while, you know that I believe solar panels will be a significant driver of silver demand going forward.
Read my thoughts by clicking here or the button below.
Mailbox: Heliostar
Last week’s interim note started with Mailbox, answering a question on the risks around Heliostar (HSTR.V). That’s your free article for this week!
Click the button below or here to read my thoughts.
Mining Stocks Remain Unnoticed, Gold Takes a Slide, and a Boring Summer for Metals Investors
Sideways stock markets continue, mining stocks continue to get no attention, gold is sliding with more rate hikes now assumed, and school is about to get out for summer. I’ve gotta say: it’s a bit tough to remain motivated these days.
Thankfully, I was reminded of a few reasons to care recently. One is that proactive mining execs use quiet periods like this to incubate new deals. I’m excited that we uncovered one before it finances (expected shortly) and then gets to work on its unnoticed-until-now lithium assets in Quebec, because I think that deal has explosive potential.
Click the following link or button below to read the full article.
Carbon Credits: Essential and Undervalued
Carbon credits are two things: the mechanism that enables emitting industries to target net zero emissions and the market that encourages new carbon reduction or removal projects by giving value to carbon.
Carbon credits are a key part of the green transition as mandated by governments around the world. But the double whammy of recession risk stealing investment attention and a crisis of confidence in how carbon credits are certified hammered the voluntary carbon market in 2022.
It’s an opportunity. Read my full thoughts here or click the button below.
Rates Steady, Inflation Dropping…Unicorn Potential Rising
It was a big week for data that I will discuss only in brief.
First big release: May inflation numbers. CPI rose 4% in May, the lowest pace since March 2021.
Falling fuel prices helped pull the number down but even Core CPI, which excludes food and energy, fell to 5.2% from 5.5% in April.
Read my full thoughts here.
So Many Pipers, So Little Paying…But Look! AI!
Following two terrible weeks in the junior mining space, shares generally moved sideways while precious metals regained some lost ground. Not inspiring confidence but at least it didn’t leave me wondering why I bother.
Read my thoughts for this week here.
Exploring the Potential for Explosive Upside in the Lithium Market
Lithium prices soared in 2021 and 2022, reaching as high as $80,000 per tonne. Then they plummeted to $25,000.
Read my full thoughts about lithium here.
In Gold We Trust, 2023: SHOWDOWN
The highly anticipated annual In Gold We Trust (IGWT) report for 2023 was recently released. Their silver section, Silver’s Time to Shine? does an excellent job of reviewing the silver market and potential.
