Growth in U.S. shale oil production could have the most significant long-term impact on oil prices of any supply event in recent decades. It has …
No additional commentary necessary. Go ahead and read the full article for more PIMCO insights.
2 months ago
Analysts are beginning to raise concerns about Canada’s near-term economic growth. … A number of somewhat related factors are driving this weakness in Canada’s growth. Here are …
We heard a number of times at the PDAC 2013 convention that there’s no money in Canada buying mining stocks (just plenty of selling). That …
3 months ago
A few indications that the gold space and decent juniors are nearing a bottom. 1: Nothing but doom and gloom reported from the PDAC on …
There was a lack of enthusiasm from most of the companies we visited at PDAC and a lot of pessimism lurking beneath the surface. It seemed …
3 months ago
Up until very recently, China has been running surpluses on both the current and capital accounts. The result is that, far from Renminbi accumulating abroad, …
I’ve made a point of highlighting Patrick Chovanec, one of my favorite commentators on China, and here again he provides us with a straightforward look …
7 months ago
Monetary easing in the US had a direct impact on monetary policy in emerging markets. It works by weakening the US dollar which puts upward …
Here we have Sober Look living up to its name. Unfortunately I cannot locate the referenced BNP Paribas piece.
8 months ago
[There] is one overriding reason I must leave China. I want to give my children a decent education. The domestic Chinese lower education system does …
Although none of Mark’s anecdotes, criticisms and foreshadowing will be new to those following the China bears, it’s still an altogether engaging farewell lament that went viral …
8 months ago
A technology breakdown at a major trading firm roiled the prices of 140 stocks listed on the New York Stock Exchange on Wednesday, undermining fragile …
Here’s a list of the 140 stocks under review: http://www.foxbusiness.com/investing/2012/08/01/nyse-probes-unusual-trading-in-140-stocks/ Notice the heavy weighting towards resource stocks, with Almaden Minerals, Rare Element Resources, Molycorp and …
10 months ago
At investor conferences the industry often extolls its cash cost performance — that we are making significant operating cash flow margins – sometimes in excess …
In his keynote speech presented to the Melbourne Mining Club, Nick Holland, CEO of Gold Fields Limited, provides us with plenty of honest insights and …
10 months ago
The brothers, for their part, claim that they did nothing wrong. In a sparse answer filed on Wednesday, June 27, they say the SEC has …
Some morally bankrupt brothers, $1.2 million worth of suckers and shameless companies that paid $1.8 million for a ride. What else is new? Real robots …
11 months ago
Our analysis finds that: Electric passenger cars currently cost €4k to €5k more to their owners than an equivalent fossil fuel car over the vehicle’s …
On page 13 of the report A Lithium Shortage: Are Electric Vehicles Under Threat? we’re shown a comparison on the amount of lithium required for hybrid electric …
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