Over the past year I have studied the content of my blog and would like to report which are my top articles and videos in terms of unique page views in 2015. Clearly, my top content in terms of interest from readers in 2015 was the lithium sector where we are continuing to see demand outstrip supply. It was one of the only commodities rising in price while the sector was wiped out by a strong dollar. The August correction in the stock market brought back retail interest over the summer. I expect as tax loss selling ends today to begin to see a rally in the new year. This rally is called the January Effect where beaten down sectors bounce as fund managers look to re-position in the new year.Read more
What’s Driving Uranium’s Outperformance Over Oil in Fourth Quarter?
Look at uranium versus oil over the fourth quarter. Uranium is making higher lows on strong volume while oil continues to decline. It is clear that uranium is showing great relative strength technically, but what could be some of the positive fundamentals driving this out-performance.Read more
Is Junior Gold Miner Relative Strength Forecasting Powerful Relief Rally in January?
Looking at the chart above notice that even though gold (GLD) has hit new lows, the junior gold miners (GDXJ) are finding support and the Momentum indicators are positive. That may indicate a rebound or at least a relief rally may soon be underway in the junior miners possible following tax loss selling. December tax loss selling is always challenging in the junior markets during good times, how much more so in these historically tough times. The good news is that January is usually rally time for the junior miners as investors reposition for 2016 in beaten down names. I expect that the first three months of 2016 could be exciting for some of the highest quality names with top assets, treasury and management.Read more
Western Lithium (WLC.TO or WLCDF) Could Supply Shortfall with Two Of The Top Lithium Assets
Investors from all over the world are clamoring for lithium stocks as it is one of the few commodities going up in price dramatically while other commodities are hitting new lows.Read more
US Dollar Double Top? Could US See Recession in 2016?
I predicted back in 2011 that Europe would follow the US by printing and that further bailouts of weak Euro nations would cause a decline in the Euro. As I expected back in 2011 capital flowed to the oversold US dollar. Commodities and precious metals did not rally with the dollar as a safe haven and caused a major commodity de-leveraging weakening major mining financial institutions such as US Global Investors, Sprott, Pinetree, Dundee and many others. In 2011, many funds began to raise cash and reduced their exposure to mining related equities. This has been going on now for more than four years, turning into one of the worst bear mining markets in history.Read more