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[financialskeptic]

#Manganese Strategic for #EV Battery. Seriously We Really Need This. #Ukraine #Russia Covets.

#Manganese Strategic for #EV Battery. Seriously We Really Need This. #Ukraine #Russia Covets.

Manganese is a hard brittal silvery metal often found with Iron ore Deposits. Found inconveniently in Ukraine, Australia, India, China, Gabon and Brazil. The Metal is absolutely essential to EV Batteries. If we do not source enough of this metal the EV Battery and EV Car business will flounder. Traditionally also used in Steel Making and in trace amounts for nutritional needs. Ukraine as at…

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[financialskeptic]

#Palladium, #Putins Strategic Revenge How #Russia will Screw Cars. $PALL, $SPPP, #EV, $TSLA, $F, $GMC, $TM,

#Palladium, #Putins Strategic Revenge How #Russia will Screw Cars. $PALL, $SPPP, #EV, $TSLA, $F, $GMC, $TM,

Palladium continues to climb to nosebleed levels. Not followed as closely as Gold or Silver it has more impact on western economies particularly the car and environmental businesses. 50% of Palladian is used in Catalytic converters where 90% of harmful gases are converted to harmless substances. Clearly the western world needs Palladium. Here is how a very frustrated Putin will lash back at the…

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[financialskeptic]

#Gold Will Geo-Politics Hurt. Inflation? $GLD, $GDX #Russia, #Ukraine

#Gold Will Geo-Politics Hurt. Inflation? $GLD, $GDX #Russia, #Ukraine

Gold has done well lately driven by Geo-Political Headlines that usually contain the words Russia, Ukraine, Putin or combinations thereof. Gold seems to be reasserting itself as a store of value. Crypto not doing well BTW. How much longer will Geo-Politics drive Gold? Which way will it drive? Will it drive the wrong way onto ongoing lanes? At the time of writing the whole world was holding…

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[financialskeptic]

#Barrick #Gold $GOLD You’ve come a long way Baby.

#Barrick #Gold $GOLD You’ve come a long way Baby.

Barrick announced stellar results. They are primed for perfection. Not that long ago they were disappointing. Big debts. Hedged so as not to realize value as a Gold company. There was an arrogant whiff to the company which management begging to be replaced. And they were. Today represents three years and 12 quarters of increasing returns for shareholders. They will increase the dividend and buy…

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[financialskeptic]

#Hashtag Power #Gold, #OIL, #Silver, #Tesla

#Hashtag Power #Gold, #OIL, #Silver, #Tesla

Social Media thrives on Hashtag power. Currently there are approximately 92 million hashtags of varying influence. The top 100 do not seem to have anything to do with mining, business or even politics. #GOLD ranks at 280. However it can also relate to many non mining categories. Currently Twitter automatically attaches an icon of a gold medal.. #Silver comes in at 948. Same comments as for Gold…

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[financialskeptic]

#China and #Russia will screw #US #Cobalt Achilles Heel of #EV $TSLA, $F, $GMC, $TMC, $OIL, #Kongo

#China and #Russia will screw #US #Cobalt Achilles Heel of #EV $TSLA, $F, $GMC, $TMC, $OIL, #Kongo

Cobalt is the mother’s milk of EV batteries. Like many EV materials Cobalt is in short supply and increasingly expensive. EV battery makers are experimenting with different levels of Cobalt but its still integral. When mined it’s a pretty blue. As a matter of fact there is a colour called Cobalt arising from the attractive colour of the metal. Cobalt is frequently found with Nickel which in…

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[financialskeptic]

#Russia #Sanctions Alert Will these #ADR Get Slaughtered. #Aeroflot, #Gazprom, #Norilsk, #Lukoil, #Yandex

#Russia #Sanctions Alert Will these #ADR Get Slaughtered. #Aeroflot, #Gazprom, #Norilsk, #Lukoil, #Yandex

There are approximately 15 ADR of Russian companies trading on American Stock Exchanges. They will receive a bullet to the head shortly. Probably delisted or seized in some fashion. So if you have not already sold this might be a very good time to liquidate whatever is left and get out of Dodge. To help jog memories here is a list of some of the more notable companies just in case you were…

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[financialskeptic]

#Gold Royalties Where to Find these Tasty Investments $FNV, $WPM, $TFPM

#Gold Royalties Where to Find these Tasty Investments $FNV, $WPM, $TFPM

Investing in Gold and Precious Metals by way of streaming companies is growing in popularity. You avoid the normal headaches of an operating company. Your royalty company should have very low overheads. Most royalty companies are very diversified over dozens if not hundreds of assets. Some assets are already cash producing other assets are in the development pipeline ranging anywhere from moose…

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[financialskeptic]

How to Tell When #Russia invades #Ukraine

How to Tell When #Russia invades #Ukraine

During the first Gulf War the Pentagon was criticized for the large amounts of personnel working at night with office lights on noticeable to any passerby. Also a large amount of pizza delivery was ordered. Clearly a security breach. Kuwait is 8 hrs different to Washington DC Time Zone wise. Midnight Kuwait is 16:00 in Washington DC. Problem cleared up in the second round. American Military…

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[financialskeptic]

Kick-Ass Ways to Invest in #Gold and Precious Metals $GLD, $IAU, $GDX, $SIL

Kick-Ass Ways to Invest in #Gold and Precious Metals $GLD, $IAU, $GDX, $SIL

Many ways to invest in Gold and Precious Metals. Many investors use a combination depending on their personalities and demeanour. If Gold and Precious metals rise in price most if not all boats will float rather nicely. So what’s the difference? Many die hard Gold Bugs like to take physical possession. They want their coins and bars in their personal control. They usually have bought safes and…

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[financialskeptic]

#LNG Strategic Achilles Heel. Some Vulnerabilities to Consider #Gas, $OIL, #Russia, #Ukraine, $XLE, $VDE

#LNG Strategic Achilles Heel. Some Vulnerabilities to Consider #Gas, $OIL, #Russia, #Ukraine, $XLE, $VDE

LNG is everywhere and is touted as the saviour to Western Economies while enriching some lucky dictators. By 2018 there were approximately 550 tanks sailing the oceans blue. South Korea builds about 78% of these tankers and is pioneering an ice breaker version which would be very useful. LNG tankers have grown larger over time since the first shipment on Jan 25, 1959 from Louisiana to the UK.…

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[financialskeptic]

#Ukrainian Refugee Crisis. From #Russia with Love. $VIX, $GLD, $GDX

#Ukrainian Refugee Crisis. From #Russia with Love. $VIX, $GLD, $GDX

In the past year Poland stymied a manufactured refugee crisis. Putin and his Belarus side kick where attempting to force feed refugees from Middle East, Afghanistan, Pakistan, Africa and many other god forsaken hell holes. The idea was to force them into Poland by tens of thousands. Watch them seep into the rest of Europe and destabilize established societies. Carried along with this flood would…

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[financialskeptic]

Denison Mines remarkable shareholder Korea Electric Power. Strategic Brilliance? $DNL.TO, $KEP, $KAP, #Uranium, $URA, $NLR

Denison Mines remarkable shareholder Korea Electric Power. Strategic Brilliance? $DNL.TO, $KEP, $KAP, #Uranium, $URA, $NLR

Denison Mines is a Canadian Uranium Stock largely operating in the Athabaskan Basin which traditionally has been the mother lode of Canadian Uranium. Globally Strategically Valuable. Originally some uranium made it’s way into the bombs over Nagasaki and Hiroshima. Denison at this point nominally trades under $2 and therefore has penny stock status. The standard story is the institutional…

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[financialskeptic]

#America Vulnerable to #China for multiple strategic minerals #RRE

#America Vulnerable to #China for multiple strategic minerals #RRE

Ever read the US Geological Survey on anything. I hope the Pentagon and CIA read their stuff closely. America imports 14 critical minerals 100%. Another 15 minerals are over 50% foreign reliant. Can America be choked very quickly? You bet. Here is the really good news China provides 25 of these non fuel minerals. Then it gets better but still not good. Canada provides 16. Germany provides 11,…

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[financialskeptic]

#Putin wants to torpedo Western Financial System. $XLF, $C, $BOA, $JPM, $WFC, $GS, $SEF

#Putin wants to torpedo Western Financial System. $XLF, $C, $BOA, $JPM, $WFC, $GS, $SEF

Putin has a big chip on his shoulder and wants to take down the Western World and elevate the remnants of the Olde Soviet Empire. He clearly is not an economist which is a huge limitation. But he does recognize the Western Financial institutions as the aircraft carriers. If he can takeout a few or damage them then, he surmises, they cannot do the bidding of their political masters. When he…

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[financialskeptic]

New York Times Saves English Language $NYT Buys #Wordle But Trust???

New York Times Saves English Language $NYT Buys #Wordle But Trust???

New York Times just bought the online word game Wordle for an undisclosed but reportedly a low seven figure number. Have they saved the English language? New York Times brand is a leftish progressive thought leader with a tremendous reputation for reporting. Very long and illustrious history in bringing America and the world the news. Appealing to the brainiacs they have long dominated the…

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[financialskeptic]

#Russia manipulating #Commodities. Swiss Bank Accounts $OIL, $VIX, $GLD, $GAZ, $DBA, $JO, $CANE, $Weat

#Russia manipulating #Commodities. Swiss Bank Accounts $OIL, $VIX, $GLD, $GAZ, $DBA, $JO, $CANE, $Weat

Popular opinion is whistling through the cemetery and saying Putin has not made up his mind on Ukraine invasion plans. Russia and Putin understand that they roil worldwide commodity markets. they are major exporters of oil, ant gas, wheat. They don’t talk about it of course but Putin has probably assembled a loyal group of commodity traders who can hide behind shell companies in high secrecy…

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