Shae Russell

Why aren’t gold stocks keeping up with spot gold?

“Nobody grows up wanting to be a gold analyst,” said a friend to me a few years ago. It’s true. Even if I had known a…

Why mining stocks are a tech punt

No one thinks of mining as a technology punt. When we think of the mining sector, we picture dusty old trucks the size of houses.…

Expert says you want stocks that can survive a bear market

Today’s special guest wrote about a “bear market in trust” in January. The start of this year saw the reflation trade (as pumping of money…

Expert says you want stocks that can survive a bear market

The start of this year saw the reflation trade (as pumping of money into economies by governments boosted share prices) give way to fears about 1970s-style inflation (resulting in lower prices for many shares and bonds).

Elon Musk buys Twitter but Bill Gates buys farms

“A Black Sea mission to escort commercial ships may be needed to prevent a global food shortage,” The Wall Street Journal recently wrote. “Am I…

The 1970s are back: stagflation, geopolitical crises and shortages… but worse music

If you had your time again, what would you have done differently in the 70s? I had better rephrase that… What investment decisions would you have made differently if you were faced with living through a rerun of the 1970s?

Will the government steal my gold?

Throw me a question about gold. Go on. No, I really do mean it. Drop me a line here if you have a question about…

The contrarian play on electric vehicles

On Monday I broke ranks and told I told you I was over lithium. That’s partly because I have a habit of running against the…

It’s who you know

What if I told you everything you know about rare earths is wrong? The charts and the prices? Wrong. Old news. That’s exactly what happened…

The white lies around white gold

I’m over lithium. There. I said it. I understand the hype surrounding the metal. Rechargeable lithium-ion batteries were a game changing scientific breakthrough in the…

Metals, money and the pub across the road

With Nick Hubble away, I step into the chair for your weekly market review with Nigel Farage. Rather than stick to the script, I ask…

Metals, money and the pub across the road

I ask Nigel how a kid fresh out of high school scored a job in the open cry pit at the London Metals Exchange, how contract disputes used to be settled (hint, there was a lot less compliance paperwork) and the old-school method of settling contract disputes.

Is silver detaching itself as “money”?

One thing I’ve learnt over the years is that you don’t mess with silver investors. They are a passionate bunch, and like to point out…

Why everything you know about silver is wrong

Silver fans, are you ready for today? Because I’m about to tell you about a bunch of stuff you might not want to hear. After…

Fat cats go looking for Australia’s gold

London became the gold trading hub of the world entirely by accident. The Coin Act of 1696 was an attempt to move away from the…