(Posted Sunday, April 22) -- This weekend I catch up with popular blogger and Investment Advisor Rep Mike Shedlock to discuss his own outlook (generally similar to mine) on the Fed.  By and large, neither of us believe that the Fed will have quite the room it thinks to "normalize"…

From Friday, April 20, 2018--Here I share a part of my commentary from the "general" first section of the expanded new issue of The National Investor our Members will be receiving at the beginning of this coming week, along with my NEW recommendations in light of these market moves/changes I…

April 16, 2018 -- How do we navigate these Uninvestable Markets  ? As we start a new week, I go into some discussions of the broad markets.  Most major asset classes, quite frankly, are in limbo. As a few other pundits have characterized things of late, the stock market especially…

  A few semi-hysterical folks in the media (especially those who detest the U.S. president) warn that Trump is starting a full-fledged trade war that will crater the global economy. If that doesn't do it -- say some of the usual Doom and Gloom promoters--China's retaliation by "dumping" dollars and…

From time to time I clarify my own position--and provide some common sense and history--to address a well-flogged story line (actually a MYTH today) that the gold price is "suppressed." In the below excerpt from the latest issue of The National Investor I remind folks that--a scant 20 years or…

I regularly call out the carnival barker types among the "Pied Pipers of the Gold Bug Echo Chamber" for putting out utter nonsense at times as they frantically fight over a shrinking audience of well-meaning but impressionable investors who appreciate gold's historical role. One of the dopier story lines for…

Feb. 13, 2018 -- THE pivotal market event to come of 2018; and why it matters This (Wednesday) morning's hotter-than-expected inflation news has long-term yields spiking once more; the bellwether 10-year Treasury note has moved up to the 2.9% area. BUT after an initial very negative reaction, the markets embraced…

(From our e-mail of Feb. 10, 2018) -- Before he could even find the chairman's rest room at the Eccles Building, new Fed Chairman Jerome Powell was faced with his "baptismal" market upheaval. In a fairly broad recap of the antics in the markets of the last week or so,…

(Posted Monday, Feb. 5, 2018) -- As I also pointed out in a couple of last week's podcasts discussing these and other issues similarly, the now-unfolding correction for stocks is not automatically a harbinger of doom or the end of stocks' secular move of the last several years. In today's…

(From Wed., Jan. 10, 2018)  "Perma-bears" who incredibly still are predicting an imminent collapse in stocks, real estate, gold and more continue to have egg on their faces.  Yes, like stopped watches, they will eventually be right; but as I explain in my greatest detail in a while in the…

Wrapping up the afternoon presentations before our dinner and subsequent panel discussion, Yours truly gave a 15-minute overview of the biggest country story in the world where mining is concerned:  ECUADOR.

Below is the FULL video of our wide-ranging panel discussion from this year's Chicago Resource Expo. Apart from the individual company presentations and other meetings, this evening free-for-all is always fun and informative - I know you'll agree!    

I for one find it MOST gratifying that the Hildabeast has recently been hoist on her very own "The Russians Are Coming!" petard. But that said, much of what you have heard about that Uranium One scandal involving the Clintons is an exaggeration. Still, a silver lining could be emerging;…

Breakouts especially in the price of "Dr. Copper" of late have some investors giddy over a new "super cycle" for base metals.  To be sure, there are factors recently that have caused copper, zinc and other metals to surge. But is this going to give us the "easy pickings" of…

(Posted August 16) -- This week President Trump announced some unilateral measures he was taking on the regulatory/administrative front to try and remove some of the road blocks to speedier approvals for infrastructure spending projects. This is intended to precede a coming legislative measure--one of Trump's key policy initiatives--that would…

(Posted May 12, 2017) -- For some time I've suggested that we'll be moving inexorably toward a "Stagflation Lite" type of environment where--among other things--REAL assets again outperform now-overvalued financial assets for a host of reasons.  This week we've received more news in the form of "hot" producer price inflation…

(Posted February 1, 2017) -- FINALLY, in a Financial Times piece this morning, I saw the broad economic trade/policy provisions of President Trump correctly identified.  Whereas elsewhere this major newspaper (and most of the rest of the media) have INCORRECTLY described as "populist" what Trump is pushing, he is instead…

For those who missed it, our Thursday evening Round table was notable for several things we laid out. If I may say -- given that my Thursday night predictions on Trump's intentions on subjects from Obamacare to his likely demeanor toward his vanquished foe, Crooked Hillary, are already coming true…

For those who were unable to tune in -- but also if you like re-runs!! -- here is a recording of the webinar Cory Fleck of the Korelin Economics Report and I did on Tuesday evening October 18. Go to:  https://www.youtube.com/watch?v=btTDj59CEUw&feature=youtu.be In the first half I discussed my recent Ecuador…