Current Discounts to Expected Value
HOLDING % DISCOUNT ABMBF 34% AGQ 25% BCEKF 51% CPER 14% DMIFF 28% GAU 11% GDX 21% GDXJ 24% HCHDF 56% HL 22% LUCRF 26% NEM 33% PLTM…
FCM Blog
Current Edges
An ‘edge’ is defined as follows: A value at which the market has overpriced the odds of continued loss; where consensus estimation errors indicate betting odds are considerably…
$UDN: The Night They Drove Old Dixie Down
What is it that hath been? that that shall be: and what is it that hath been done? that which shall be done: and there is no new thing under…
Q3 Update I
We added Newmont Mining, which sports a 1% edge and a 5% yield, on 8/24. We added Lucara Diamond Corp. on 8/24 on the back of its ongoing…
A Time to Bet
Silver and Gold are sporting exceptional edges classified as Major of 7% and 3% respectively. Major edges occur rarely but enjoy very good odds of success. For instance,…
…the month of August has a special significance…
For the Soviet Communists the month of August has a special significance. It was in August that the First World War began, which resulted in revolution in Russia,…
Emerging Statistical Edges Classified as Major (UPDATED)
SYMBOL EDGE AGQ 15% AXU 26% BCEKF -7% BLLYF 15% GAU 10% GDX 10% HCHDF 12% GDXJ 8% PLTM -2% PPTA 11% SIL 10% SILJ 11% SLV 6%…
Axe Capital
One is ill-advised to fight the market in a Shemitah Year. In anticipation of turmoil, I raised cash and headed to the woods, where I have been felling,…
$BLLYF : Bluejay Mining PLC — Titanium Opportunity
I have begun to buy Bluejay Mining in order to gain exposure to its 100%-owned, 30 km long, 117Mt Dundas Titanium (TiO2) onshore ilmenite (heavy mineral sands) project,…
Q2 Updates
We successfully exited the majority of our equity stakes by March ’22 and have waited patiently for buy signals: We recently entered $AGQ, $SIL, $SLV and $GDXJ at…
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