Metals

Looking at some of our hits and misses of the past five months.

Feb 28 •

Gold in Resolution

One way or another, 2024 is setting up to be a historic year for gold.

Jan 13 •

Geopollutical Warfare

How China destroys its environment to create monopolies, and what we can do about it.

Oct 27, 2023 •

The media’s fascination with the gold bars, and Senator Menendez’s missed opportunity.

Oct 5, 2023 •

No Worries, Mate

Australia’s refining crisis is an underappreciated risk to the global economy.

Sep 12, 2023 •

Where is it okay to mine copper?

Aug 23, 2023 •

Critical Leverage

China’s chokehold over meaningful economic pinch points is more widespread than most realize.

Aug 15, 2023 •

Something or Nothing?

Is a gold-backed BRICs currency on the horizon, and if so, what might it mean?

Jul 16, 2023 •

Separation Anxiety

Making sense of the opportunities arising from new direct lithium extraction (DLE) technologies.

Jun 27, 2023 •

Gold in Handcuffs?

Could gold become the next crypto, targeted by US authorities for ejection from the Western banking system?

Mar 25, 2023 •

Transition to Nowhere

More EVs for thee, but no lithium from ME.

Sep 20, 2022 •

A Fool and His Gold

Adam Aron’s newly minted cadre of gold bugs will soon make its acquaintance with humbuggery.

Mar 18, 2022 •

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