Investing
West Red Lake Gold: The Future is Bright for Mining
The highlight for us during the PDAC mining conference this year was a fireside chat with Shane Williams, CEO of…
Ecora Resources: Building a High Quality Royalty Portfolio
While strolling the halls of the Prospectors and Developers conference last week we bumped into an intriguing CEO. Marc Bishop…
What Will it Take to Turn China Around?
The concerns about intensifying deflationary momentum continue to build in China with the release of the latest data, be it…
The Real Motivation Behind Fed Rate Cuts
This writer focused last week on the fact that the liquidity contraction is only now really beginning to bite based…
The US Economy is Strong…But for How Much Longer?
The base case remains that the US is heading into a downturn in 2024 as signaled by the collapse in…
The Pitfalls of Owning US Debt
Jerome Powell stepped back from his uber dovish tone in December at the January FOMC meeting last week saying at…
Investors Left Hong Kong Real Estate for Dead, Should You?
If sentiment towards Chinese stocks remains super depressed, the same also applies to domestic Hong Kong stocks. It remains incredible…
What Do Japanese Stocks and US Small Business Have in Common?
This writer’s main candidates for the areas to blow up if there is a recession in the US as a…
Japan’s Labor Market Holds the Clues to Future Stock Performance
Federal Reserve chairman Jerome Powell reminded everybody, if it was needed, that he is no Paul Volcker with his comments…
The New Geopolitical Power Play: Who Owns the Nuclear Enrichment Capacity?
Ever had one of those "aha" moments when you realize something's not just good, it's gold? That's what's happening with…