$THM: Taking Down the Pot
One of the biggest differences between a professional and an amateur is that a professional is willing to bet a lot to win a little and an amateur…
Author: Tom Fahy
Silver and Platinum at-a-Glance
Little edges over time. -Teddy Sevransky Silver is retesting its $33 region breakout level. It is well-supported below at 31.70, 30.50 and 29.30. A new monthly close above…
Extended General Commentary
ALL VALUES IN US DOLLARS One of the biggest differences between a professional and an amateur is that a professional is willing to bet a lot to win…
$CRDOF $MRTMF: Taking Down the Pot
On 16 April, we sold Cerrado Gold and Maritime Resources with gains of 73% and 63% respectively. The levels at which we exited the stocks had implied probabilities…
Updates and Edges
I sold Pantheon Resources this morning for a return of 103%. Its long-term betting edge has dropped to -260%. Anglo American Platinum has preserved its positive betting edge…
Tips for Owners of Klipsch RP-600M II Speakers (UPDATED)
Legacy Signature Series Sound at a Fraction of the Cost? I have absolutely nothing to gain (or lose) from describing my experience with the Klipsch speakers under discussion.…
FCM Portfolio Overview, Part I.
We have been buying Barrick aggressively. It now represents 6% of the precious metals fund. The company’s $1B share buyback program, 2.4% yield, multi-$B debt reduction, robust capital…
$CRSXF: Buying Back Corsa Coal
Corsa dropped on a soft 1st Quarter just as Australian Low Vol Coking Coal Prices firmed up. Developments at Casselman, Acosta and Schrock Run Extension are positive. It…
FCM Holdings (ALL), 2024
INSTRUMENT WEIGHTING OSISKO DEVELOP COMTRIGON METALS INC COMB2GOLD CORP COM1911 GOLD CORPORATION COMFREEGOLD VENTURES COMROYAL HELIUM LTD COMSIBANYE STILLWATER LTD ADR SPONSOREDSUMMA SILVER CORP COMGOLDSTORM METALS CORP COMGUANAJUATO…
2024 FCM Precious Metals Fund Holdings
NAME WEIGHTING AMERICAN CREEK RESOURCE COMB2GOLD CORP COMBEAR CREEK MINING CORPORATION COMCERRADO GOLD INC COMCANSTAR RESOURCES INC COMDORE COPPER MINING CORP COMELEVATION GOLD MINING CORP COMFIRST MINING GOLD…
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