Michael Berry of Disruptive Discoveries Journal is out with a good slide deck on macro and metals themes that he presented earlier this month for the Quebec Mineral Exploration Association. Mining investors know the story well – excess supply and insufficient demand have hit commodity prices hard, as well as the energy-reliant Canadian economy. Meanwhile, debt… Continue Reading

Via Energy and Gold.com: Solars are easily the best performing sector of 2015. Here are just a few of the percentage gains we have seen among solar stocks in 2015: CSIQ +32% FSLR +33% SPWR +26.3% TSL +21%   During the past week solars have fallen along with the broader equity market pullback. I believe… Continue Reading

Wall Street has been aggressively cheer-leading the solar industry over the past couple of years. An example, Canadian Solar (NASD:CSIQ), has climbed 10x in value since 2012. Backing up the hype, solar panels are half the cost they were in 2008, and capital costs for solar-power plants have fallen by 22% in 2010-2013, according to an Economist… Continue Reading

Malcolm Shaw is looking at a modern-day map to buried treasure. He sees a company operating a shale-oil well that has tested at a free-flow rate of 590 barrels per day, a junior producer in Argentina working naturally fractured shale, an unrecognized frack sand resource, and a company that owns one of the most exciting… Continue Reading

Keith Schaefer’s Oil and Gas Investments Bulletin Premium Edition is rapidly becoming one of the most influential investment newsletters in the world. Why? Subscribers are getting really rich from the picks – more on that in a second. It’s very entertaining and informative to read and written in plain speak. Keith’s completely transparent and honest,… Continue Reading

Copper and silver mining legend and environmentalist Ross Beaty joined Cambridge House Live at the Vancouver Resource Investment Conference in Vancouver this past Sunday. Beaty is best known for founding Pan American Silver, one of the world’s largest primary silver producers, and the Lumina Copper franchise, one of the most successful copper exploration groups ever,… Continue Reading

We have selected 3 large cap Canadian stocks as our favorite picks for 2014. While the three had very dissimilar performances in 2013 (CSIQ +800%, CCJ +7%, ABX -49%), We believe all three are poised to post 50%+ gains in 2014: Click to enlarge Barrick Gold (ABX) – Weekly Cameco Corp. (CCJ) – Daily CCJ –… Continue Reading

Yesterday, Lawrence Solomon wrote this article in the Financial Post and in it he provokes some counter-intuitive ideas against renewable energy sources and for fossil fuels.  The basis of his argument is that non-renewable energy, fossil fuels, are sustainable whereas the renewables are not and will not be for many decades to come. He sites the fact that, although, hundreds of… Continue Reading

Copper and silver tycoon and environmentalist Ross Beaty sees stagnant global growth, but strong fundamentals for gold. Here he shares his views, and a few memorable moments in his career — on both sides of the industry. “Comfortable with ambiguity,” says the sign on Pan American Silver chairman Ross Beaty’s office door. It’s a fitting… Continue Reading