Venture Society

09/03/2020

Aggressive China Showing Signs of ADD… Agriculture Deficit Disorder

For most of us in 2020, the COVID-19 pandemic abruptly forced a merger of home and office. And surprisingly, it was reasonably successful… so much so that it’s now likely to become the new norm. That dynamic certainly didn’t change much this summer – Google Mobility data shows navigations to US […]
08/31/2020

Rare-Earth Element Investing 101

The rare-earth elements (REEs) sector could become one of the most sought after, highly competitive marketplaces in the world. Why are REEs so important? Rare-Earth Elements provide the building blocks to produce the best magnets in the world. When you think magnets, you likely think of the one on your […]
08/28/2020

Inflation Is Here — The Fed Just Doesn’t Know Where to Look

Early this morning when I sat down to write, I was resigned to talk about how the real economy is faring. I had some charts lined up to talk about mobility data, retail sales, imports, transportation, and how back to school plans are likely to fare. Spoiler alert – they’re […]
08/24/2020

An Exclusive Interview with Mining’s Renaissance Man

It was 3am in the morning when mining’s Renaissance Man turned to his wife and told her to write down a reminder. The next morning, she said… “By the way, last night you told me to write down ‘buy silver mines’… so I’m also going to add this – that […]
08/21/2020

Yellow Brick Road: The Path Back to the Gold Standard Leads Through China

After an elbow injury forced me to quit playing baseball in college, I unexpectedly found myself with a lot of extra time on my hands. Some of that time was spoken for. I had started to add in some advanced music classes to my heavy science course-load, and switched my […]
08/17/2020

Fear Of Missing Out: Gold Stocks vs Gold Price

The volume of emails and questions I get asking to buy XYZ gold or silver stock is at the highest level in a long time. And it’s coming from seasoned and new investors and subscribers alike. Be patient and always remember the quote from Charlie Munger: “It takes character to […]
08/12/2020

Blood Suckers: Banks’ Refusal to Lend Will Cause a Crisis

The day-to-day work of financial and industrial analysis involves a lot of digging through data. First, I have to locate a data source, which can take a long time and a lot of reading. Then, I need to the get familiar with the numbers – their overall quality, sources, and […]
08/11/2020

Blood Suckers: Banks’ Refusal to Lend Will Cause a Crisis

The day-to-day work of financial and industrial analysis involves a lot of digging through data. First, I have to locate a data source, which can take a long time and a lot of reading. Then, I need to the get familiar with the numbers – their overall quality, sources, and […]
08/07/2020

The Dawn of Gold

Many believe July 2020 was one for the gold history books, but it wasn’t even a top 10 move in gains for gold historically. In fact, last month’s big move in gold to all-time U.S. Dollar highs was the 23rd best spot monthly return. Let that sink in. A new all-time […]
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