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Company Profile and bullboard matches:

FTWYY , CRGO , RAIL , FRGT , FTWYF , MFGHF , MFGHY
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Leading logistics company emphasizes risk mitigation

Our next company is Mullen Group Ltd. (TSX:MTL) , one of North America’s largest logistics providers, housing a network of independently operated businesses. We spoke with Randy Mercer, Director of Risk Management, who detailed the compa...

Europe is Serious about Raw Materials for its Green Transition, so is This Junior Miner

(Map of Leading Edge Materials Corp.’s European projects and IEA estimated growth in demand for graphite and rare earth elements from clean energy technologies in 2040 relative to 2020 levels). Image via Leading Edge Materials Corp. Click to enlarge.) ...

What Does The Great Disconnect Imply for Gold?

It seems that global stock markets have disconnected from the fundamental reality. They have been rising since the end of March despite the collapsing economies and soaring unemployment. We invite you to read our today’s article about the Great Disconnect and f...

Tankers Are the Big Winners of the 2020 Oil Crash

The oil market flipped into contango in January, indicating an oversupply of the commodity. On January 30, while February futures were priced at $52.14, May Nymex crude settled at $52.23, creating a 9-cent per barrel contango. Since then, the 3-month contango has balloone...

The coming supply crunch

As I write and you read, the world economy is getting pummeled, one blow after another, by demand destruction, as economies grind to a screeching halt due to unprecedented restrictions on economic and social activity owing to the relentless spread of the covid-19 coronavirus...

How a ‘Debt Jubilee’ + mining could be a path to coronavirus recovery

Stock markets rebounded on Tuesday, after the White House announced further measures to help Americans and companies hurt by the coronavirus pandemic. The Trump Administration is reportedly considering sending checks to Americans so they have cash to spend during the outbr...

The Die Is Cast

One of my good friends from the 1980s and 1990s was the late Ian McAvity, a superb technical analyst, a founder of Central Fund of Canada, a Bay Street Mover and, most importantly, a humble and thoroughly enjoyable man. He was the first newsletter writer that I came acros...

Pandemic fears: real and imagined

“Pandemic”. Few words in the English language conjure as much fear. The mere utterance evokes images of dying patients, surgical masks, haz-mat suits, a parade of coffins, helpless doctors and nurses, as the contagion spreads, first striking down the el...

Paper money rejection is gold’s Minsky Moment

In our last article ( A Minsky Moment is coming for gold ) we presented the “Minsky Moment”, referring to a point in time when a period of bullish speculation leads to a spectacular market crash. Named after economist Hyman Minsky, the theory centers...

A Minsky Moment is coming for gold

“Minsky Moment” refers to the idea that periods of bullish speculation will eventually lead to a crisis, wherein a sudden decline in optimism causes a spectacular market crash. Named after economist Hyman Minsky, the theory centers around the inheren...
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