Canadian voters - which is more important to you? #cdnpoli

Garofalo sees deal-making among medium-sized gold producers as long overdue. That’s because of shrinking reserves and mine lives as a result of years of under-investment in exploration and development. bit.ly/3nspfNS

New all-time high oil prices coming as producers reinvest less, return cash to shareholders instead. zerohedge.com/commodities/ch…

A pretty good list, although far from complete. #cdnpoli financialpost.com/diane-francis/…

Best investment opportunity for next 12 months?

Parilla: “Central bank money printing isn’t really solving problems, it’s delaying the problem. Gold will benefit purely from being a physical asset that you cannot print.” finance.yahoo.com/news/gold-sink…

What's Made from a Barrel of Oil? Interesting: Gasoline + Diesel = 70%. visualcapitalist.com/whats-made-bar…

What needs to happen for #gold to revisit all-time highs? Expanded monetary stimulus following the next big market sell-off. Could #Evergrande be the catalyst? kitco.com/news/2021-09-1…

Bank Of America: A colder-than-usual winter = $100 oil oilprice.com/Energy/Oil-Pri…

“Ice Is Coming": Morgan Stanley Warns Odds Of "Destructive" 20%+ Correction Are Rising zerohedge.com/markets/ice-co…

2% of a well-diversified portfolio should be in gold - Berkley's Barry Eichengreen kitco.com/news/2021-09-2…

Serious question: Why do Cdns keep electing a Liberal federal govt at the same time we’re moving towards Conservative provincial govts? #cdnpoli

Either bullion drops 25%+ or gold stocks rip 50%+. I can’t see any other scenario. #gold

Burnsco BOE Report How does an O&G province that votes overwhelmingly conservative elect an anti-O&G mayor in its capital city? And with O&G finally turning the corner?

Which reaches $200 first?

An excellent summary of the realities of oil supply and demand in the coming years #oil

2022 Playbook: 1. Uranium (SPUT & juniors) 2. Canadian oils 3. Canadian banks 4. Copper (producers & juniors) 5. Gold & silver juniors

2022: 1. China unleashes massive stimulus to prop up its ailing economy 2. Central banks reverse taper as US and Europe suffer stagflation 3. Commodity prices go ballistic as acute shortages feared; oil breaks thru $150 4. Uranium tops $100 as the world embraces nuclear

Investment Strategy: 1990s - tech market 2000s - commodities market 2010s - tech market 2020s - commodities market The rest is just noise. Keep it simple and invest accordingly.

Nobody has the right to not be offended. Everybody has the right to not be assaulted. #FreeSpeech