$STPGF $SBSW : Taking Down the Pot
A trade with an implied probability of 58%, an edge of 50% and a target of 4.72 was closed in Sibanye on Friday: SBSW 12 9 -140 1.71…
FCM Blog
2025 Tote Board — Value Bets
NAME MONEYLINE DECIMAL ODDS IMPLIED PROBABILITY EDGE* STATUS ABMBF -171 1.58 63% 26% OPEN ACKRF -280 1.36 74% 53% OPEN AG -325 1.31 76% 58% OPEN ANGPY -200…
$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…
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)
Done. The sound is sublime. This way, you may forgo the struggle documented below. Legacy Signature Series Sound at a Fraction of the Cost? I have absolutely nothing…
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…
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