You likely know my overall thesis by now, but after talking through it so many times over the last week, in presentations and conversations, it has refined somewhat. So I will run through it …

          It’s no fun out there, no matter what kind of investor you are. But don’t act on emotion. If you didn’t sell a two or three weeks ago, remember why. It’s likely because you decided …

          They did it: the Fed raised interest rates by 50 basis points. If anything, Jerome Powell was a bit dovish in his press conference. He told everyone to expect several more 0.5% raises over the …

        Investors are becoming edgy and selective in their picks due to inflation and the risk of recession, but there are also a lot of strengths right now.   Whether inflation starts to decline in the next …

        In this video, I talk about the diversification in a metals and mining portfolio, whether it’s explorers, large producers, or assessing your risk comfort level.   Courtesy of the Resource Maven  

          Gwen Preston answers Maven Letter subscriber questions directly with detailed answers and in-depth research. If you would like to subscribe, please see their subscription options here.   Just wondering when you are going to add a …

          For years now the Fed has worked to communicate clearly and signal its intentions ahead so as to never take the market by surprise.   Yet despite all those efforts, somehow there are still key …

          In this video, Gwen focuses on what has changed in the six weeks since Russia invaded Ukraine. The uranium spot price gained 20% in March to close last Thursday at US$58 per lb. U3O8. There …

            Here’s an excerpt from Scotiabank’s Daily Mining Scoop email: I’m starting with that because the second sentence sets the scene: “With money coming out of bonds and looking for new inflation-proof homes, commodities are …

          In this video, Gwen explains how inflation typically behaves, what the climate means for the type of inflation now, and how to hedge profitably in a high-inflationary environment.   If you’re interested in knowing more …