One More Great -- And Instructive -- Q2 Earnings Report
Gold and silver were down sequentially in this year’s second quarter, but still way up year over year.
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Survive and Thrive in the Coming Crisis
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Now THIS is a Quarterly Report
Spiking revenue, stable costs, tripling or more of most profitability metrics, mounting cash balances; you name it, this miner’s Q2 report delivered it.
Copper Just Keeps Rising. Here's Why
Most commodities, including big ones like oil, gold, and silver, have been bouncing all over the place in response to geopolitical and technical crosscurrents.
Is the Debasement Trade Back?
Gold bugs are hoping...
Talk About Spoiled Investors
It’s earnings season, and most of our Portfolio companies are putting up great numbers.
Three Big Announcements Coming For Core Portfolio Stocks
Some of our Portfolio’s core holdings are preparing announcements that investors should like.
Monthly Portfolio Review, July 2026
Summer doldrums ending?
Why Don't Gold/Silver Miners Just Hold Onto Their Metal?
Precious metals miners are in an interesting situation these days.
Recession Watch: Private Credit Bubble Threatens the Mega-Banks
One of the selling points of “real” banks like JPMorgan Chase or Bank of America is that they’re immune to the debauchery of the private credit “shadow banking system.”
