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How IoT is Disrupting Mining in a Major Way

Be long the disruptors, and short the disrupted. It's one of the biggest themes in the investment world over the past 10 years. You know you could have bought Netflix stock in 2002 for $1.07 per share? Today shares are worth over $320 per shar...

My Second-Worst Nightmare

It was only a few hours ago that I was cruising through a lovely early-autumn Friday afternoon preparing for one of the last weekends at the marina for the 2019 season when I came across the much-heralded (and often misinterpreted) COT report. I was on the way up the ea...

Economic stimulus can’t save US from deflation and recession

One of the worst weeks on Wall Street mercifully ended on Friday. S&P 500 DJIA Nasdaq After multiple sessions of panic selling, the markets caught an up-draft after US President Trump declared a national emergency over the coronavirus, thus freeing u...

What re-opening success or failure means for metals

“There is a Chinese curse which says ‘May he live in interesting times.’ Like it or not we live in interesting times. They are times of danger and uncertainty; but they are also more open to the creative energy of men than any other time in history.&CloseCurl...