Category Archives: Tom’s Blog

Our theme for the foreseeable future is based on rising interest rates, a rising commodity cycle and an Emerging Market outperforming US stock markets, once the US Dollar starts correcting. I have set up a resource grid below that you … Continue reading →

Gatos Reports Record Quarterly Production for the Third Quarter of 2022, Increases Production Guidance and Lowers Cost Guidance for 2022.

Sourced from MarketWatch This week was a great example of Dollar down/stocks-up on Monday and Tuesday with Thursday and Friday being Dollar-up/stocks down. Cannot show the correlation any clearer.

Oil & Gas provides 97% of the energy used by the Transportation Industry Transportation Industry uses 16% of the applications created from Oil & Gas Putting those two headline facts together, tells me we are not going to stop using … Continue reading →

This week we shared an interview with Jeff Currie, director of Commodities at Goldman Sachs. He is certainly talking his book when saying the trend for the foreseeable future is owning commodities. We happen to agree with him regardless. His … Continue reading →

Dr. Copper is acting like she wants to rally…… maybe it will rally or maybe not, but it is a good signal that copper did not go to a new low from its July bottom.

Vizsla is just above a strong support line at $1.00. Vizsla has discovered enough silver that at a market cap of $252 million, Vizsla could arguably be worth more dead than alive. No, they are not in any trouble. They … Continue reading →

One-year price chart: Gatos Silver (GATO)* $2.33 is a producing and continued development of the Cerro Los Gatos Mine and the Los Gatos District. These projects are located in one of the world’s premier silver mining regions, the Mexico Silver … Continue reading →