• Renewables with Vanadium Batteries to Reshape $27 billion Off-Grid Energy Market

    23 Jan, 2017

    January 23, 2017, John Lee, CFA While the cost of renewable energies such as wind and solar have come down greatly in recent years, low availability continues to handicap renewable energy in certain energy markets. In this article, I will examine the great growth opportunities in renewable energy for vanadium batteries in the $27 billion off-grid energy market. Cost of Electricity by Source (from Wikipedia) “In November 2015, the investment bank Lazard […]

  • Whack-A-Mole: Dollar, Interest Rates, Equities, Commodities, Gold in 2017?

    05 Jan, 2017

    With US major equity indices near all time high, investors concluded 2016 with great optimism. A new era is dawning with Trump’s US presidential election victory in November. The US Dollar Index broke through the psychological 100 level, reaching a decade high as investors chased rising yields and subscribed to the prospect of an improving US economy (“Make America great again!”) The Dow Jones Industrial Average index reached a new all-time high […]

  • Vanadium Redox Flow Batteries: The Next Big Wave After Lithium Batteries

    19 Dec, 2016

    December 19, 2016 by John Lee, CFA Renewable energy sources have expanded significantly in recent years, especially wind and solar. One of the largest issues with wind and solar energy sources is the need to store and release the electrical energy produced. A promising storage technology is vanadium redox flow batteries that will increase the demand for vanadium. An example of the significantly expanded renewable energy sources is wind energy. Global wind […]

  • $26 Near-Term Silver Target by Prophecy Chairman John Lee

    08 Nov, 2016

    November 7, 2016 Three months ago on August 8, 2016, I wrote an article titled: “Gold to Thrive in a Fiat Ponzi with Negative Yield” in which, I presented the following charts and said “Why would you want to own yen or euros with negative yield, when you can own gold? – the real money. As an added bonus, there is no quantitative easing (QE) with gold… It took gold approximately 7 […]

  • Gold to Thrive in a Fiat Ponzi with Negative Yield

    08 Aug, 2016

    Aug 8, 2016 I came across a very interesting article by David Rosenberg titled “Bonds are the new stocks and stocks are the new bonds”1 in which, Mr. Rosenberg made several astute observations: 1 D. Rosenberg, “Bonds are the new stocks and stocks are the new bonds” Financial Post (22 July 2016) “…as the first of the boomers turn 70, [2016] was the year that for the first time ever, roughly $13 […]

  • Shocking Breakdown of China’s Foreign-Exchange Reserves is Bullish for Gold

    01 Jul, 2016

    July 1, 2016 I want to focus on the composition of China’s foreign reserves, explain why the liquid portion of the reserves may be much smaller than widely believed, and how that situation is bearish for RMB and bullish for gold. According to Wikipedia: “The foreign-exchange reserves of China are the People’s Republic of China holdings of cash, bank deposits, bonds, and other financial assets denominated in currencies other than China’s national […]

  • Silver’s Rare Golden Cross Shows Rally Has Further to Run

    29 Jun, 2016

    Silver’s 32 percent surge this year has taken its 100-day moving average above the 500-day measure for just the third time this century. When the so-called golden cross occurred in 2002 and 2009, prices advanced at least 66 percent before the phenomenon was reversed. “It tells us the bull market in silver could have further to run,” said Jonathan Butler, a precious metals strategist at Mitsubishi Corp. in London.

  • The stock market, iron ore, Bitcoin – is silver next for Chinese momentum investors?

    16 Jun, 2016

    June 16, 2016 The roulette game all started in the fall of 2014, about 2 years after Chairman Xi Jinping came to power and became the General Secretary of the Communist Party of China. Xi Jinping had campaigned for socialist economic reform, including a sweeping anti-corruption drive, cutting excess production capacity, tightening of housing credit, and clamping down on gaming in Macau. Public feedback was initially positive. However, largely as a result […]

  • Lee’s RMB Devaluation, Chinese Foreign Reserve and Gold

    19 Aug, 2015

    RMB Devaluation, Chinese Foreign Reserve and Gold Price August 19, 2015 On May 29, 2015, The Wall Street Journal reported: “On May 22, 2015, Yi Gang, the Vice-Governor of the People’s Bank of China (the “PBoC”) said at a forum in Beijing that “It’s not necessary”1 to bolster growth by devaluing the yuan. Mr. Yi pointed to China’s trade surplus, which has narrowed in recent years but remains relatively large, indicating Chinese […]

  • Butching It At Pulacayo In Bolivia — The Calandra Report

    22 Dec, 2014

    LA PAZ I mean, Butch and his partner, that Sundance Kid. Not the quasi-butch miner mannequins pictured just below. The two outlaws’ fingerprints are all over the Pulacayo Silver Mine about an hour’s flight from cloud city La Paz. The high-grade mine, with silver, zinc and lead, is in southern Potosi Department. Which mining officials just told me Today Monday is much more tranquillo than the hard-nosed miners in the northern part […]

  • Silver to Follow Uraniums Explosive Path to $20’s?

    22 Feb, 2005

    By: John Lee | Tue, Feb 22, 2005 http://www.safehaven.com/article/2633/silver-to-follow-uraniums-explosive-path-to-20s Silver $7.38, SRL.v $1.92 If you have studied the silver market, you will discover the Uranium market is almost a carbon copy of the silver market. i.e. chronic mine supply and demand deficit, depletion of above-ground stock pile, increasing industrial (inelastic) demand (meaning demand unaffected by rising silver/uranium price). Believing in everything being connected, I laid the charts of Uranium and silver side […]