Shifting Fortunes in a Time of Rapid Change

October 2025
Gold · RSI

Generally speaking, A lot of stocks can have a great run without ever getting overbought. But once they do, that’s usually your cue to start taking some profits. And if you’re thinking of jumping in at that point, unless you’re a momentum trader—approach with caution.

The Trouble with Indices: What They Don’t Show You

August 2025
Indices · Stock Market

Put all the pieces together, and the larger picture suggests the design of the indices is inherently flawed. Maybe they function perfectly as something traders can bet on via futures, options, and ETFs, but as a barometer of the real economy, how reliable are they?

The Narco Factor: The New Mining Reality in Mexico

July 2025
Niger · Uranium

With every passing year, Mexico sinks deeper into the grips of the narcos. What was once peaceful, promising terrain for Canadian juniors is now tricky territory, fraught with hidden dangers. The cartels’ influence lurks just below the surface. So why remain in Mexico when there are safer and more stable jurisdictions elsewhere?

They Gambled on Niger’s Riches. Then the Russians Moved In

June 2025
Niger · Uranium

What was once a promising destination for uranium development has become a high-risk zone, where political instability and foreign military influence now jeopardize foreign investment and the long-term viability of mining projects.

Will Solid Lithium Batteries Doom Nickel, Graphite, and Lithium Developers and Producers?

The new generation of solid-state batteries is expected to see widespread adoption in electric vehicles by 2030. These batteries will no longer require graphite, nickel, or lithium carbonate. If you're an investor assessing a graphite, nickel, or lithium developer, what key risks and red flags should you be watching for?

Mali’s High-Stakes Game of Chicken Pays Off as Barrick Folds under Pressure

Judging by the outcome of Barrick Gold’s negotiation with the government of Mali, it’s clear that the company has been hosed. As the security situation in the country continues to deteriorate and the economy slowly grinds to a halt, the question will arise: How long will it be before the junta targets Barrick again for another shakedown?

Skating on Thin Ice: The Perils of a 5% Discount Rate

February 2025
Discount Rate · Finance · IRR · NPV

The lenders are experienced and savvy investors. They are adept at judging risks. Shouldn’t you be smart like them and finding out for yourself what a project’s real worth so you can make an informed investment decision?

Thwarted Chinese Investments in Canadian Juniors: Much Brouhaha about Nothing

Everything the West believed about China’s peaceful rise was wrong. Now, there is a broad consensus that China is actively undermining key elements of the international rules-based order. And so it’s no surprise that resource-rich countries such as Canada and Australia are casting a critical eye on any proposed Chinese resource acquisitions that involve companies under their jurisdictions.

They Received PDAC’s Viola MacMillan Award. Then the Wheels Came Off Their Companies.

Could it be that the Viola MacMillan Award foreshadows misfortune for its recipients? The correlation is too strong — and eerie to ignore. Looking back to when the award was first introduced in 1985, many recipients have experienced a decline in their fortunes, reputation, or a combination of both.

The Government of Yukon v. Victoria Gold: Missed Opportunities for Successful Damage Control

When under crisis, the tendency is to hunker down and hope the problem will fade away. But that’s precisely the mistake. Prompt and credible disclosure, tireless communication and the courage to face tough questions could have earned management goodwill and sympathy.

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