I had a question about your recent Premium Nickel comments. The topic is the prospect of only a 62% recovery of nickel in the ore. Assuming the downhole EM’s do in fact turn out decent …

          I’ve been a subscriber for many years and enjoyed riding Great Bear up for much of its success. As I follow Heliostar with their Ana Paula property, it’s hard not to wonder if they could …

        In this video, Gwen discusses the lithium market’s recent volatility and future prospects, including the increasing demand for lithium, particularly due to its use in electric vehicles and hybrids, and the speculative nature of the market’s …

          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 …

          Below is the lithium sector update I wrote in my Maven Letter on June 7 and the Premium note I sent yesterday outlining the investment rationale for Targa Exploration. Lithium Lithium prices soared in 2021 …

          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 …

          Following two terrible weeks in the junior mining space, last week saw shares generally move sideways while precious metals regained some lost ground. Not a week that inspired confidence but at least it didn’t leave …

          In this video, I present two charts from the new In Gold We Trust report by Increment AG, which brilliantly explains how central bank gold purchases have helped to lay a strong foundation for the …

          The world is urbanizing as people increasingly move into towns and cities, and away from rural areas.   It’s one of the most impactful demographic trends of our lifetimes.   Today, more than half the …

          Is It 1999 Again?   I have to credit John Authers of Bloomberg for this comparative process; I’m telling the story he told in this Guardian article.   Authers compared the ARKK/Bitcoin/FAANG bubble we just lived …