Rick Mills – “The Folly of Tariffs, Trade Wars”

      This week Donald Trump said he would hit John Deere with a 200% tariff if the agricultural/ construction equipment manufacturer made good on plans to move production to Mexico.   The Republican presidential nominee has frequently said …
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October 2, 2024

Rick Mills – “Gold Repatriation Shifting From North to South”

        In 2017 Germany brought home nearly $31 billion of gold bars that had been stored in New York and Paris after World War II. The Financial Times gives a good account of how Germany amassed, lost and then …
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September 29, 2024

Rick Mills – “Uninverted Yield Curve Signaling Recession”

        In a typical healthy market, the yield curve (typically the spread between the US 10-year Treasury note and the 3-month or the 2-year note) shows lower returns on short-term investments and higher yields on long-term investments. This makes sense, …
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September 7, 2024

Rick Mills – “Silver Looks Ready to Rip”

          Last Friday, United States Federal Reserve Chair Jerome Powell said “the time has come” to begin lowering interest rates, a process that will likely begin at the Fed’s Sept. 17-18 meeting. Markets are widely anticipating …
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September 3, 2024

Rick Mills – “Miners Down Tools at Two Chilean Copper Mines, as Majors Struggle to Maintain Production Levels”

          The copper market continues to be challenged by supply issues, with two large mines in Chile hit by strikes.   On Monday, Lundin Mining (TSX:LUN) said it will gradually cut down activities at the Caserones copper …
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August 18, 2024

Rick Mills – “Kodiak Copper Offers Significant Exposure to Copper and Gold in Low Cost Low Risk Environment”

          The discovery of Copper Mountain in the 1880s led to a rush of miners to the Cascade Mountains near Princeton, south-central British Columbia.   The first two camps, Brown’s and E. Voight’s, merged to create …
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July 31, 2024

Rick Mills – “What, and Who, Caused the Inflation the Fed is Currently Fighting?

        The weaker labor market and rising unemployment rate, which hit 4.1% in June, is fodder for the US Federal Reserve to slash interest rates, possibly once in September and a second time in December.   In …
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July 30, 2024

Rick Mills – “Which Presidential Candidate Does Gold Prefer?

        Gold loves chaos and should be hitting new highs, especially with inflation coming down and with it, two rate cuts likely before year’s end.   Gold generally does well in an environment of lower interest rates/ …
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July 21, 2024

Rick Mills – “AMOC Collapse – A Coming Climate Catastrophe”

        The Atlantic Meridional Overturning Circulation (AMOC) is a large system of water currents that circulates water from south to north and back, in a long cycle within the Atlantic Ocean.   This system of deep-water circulation, …
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July 9, 2024

Rick Mills – “Coeur Starts Drilling at Silver North's Tim CRD Project”

          Silver North Resources (TSX–V:SNAG) (OTCQB:TARSF) is working with partner Coeur Mining (NYSE:CDE) to develop the Tim property, located on the Yukon side of the Yukon-British Columbia border.     The company this week announced that Coeur has started …
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July 8, 2024


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