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…
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…
In Q1, we took profits in IAMGOLD, FORTUNA SILVER MINES, DEEP YELLOW LIMITED, YAMANA GOLD MINES, GOLD RESOURCE CORP., LUCARA DIAMONDS, STEPPE GOLD, IMPACT SILVER, PAN AMERICAN SILVER,…
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Which ones? All of them. Why? They are hyper-extended, registering prints > 2.0 Standard Deviations for a number of critical cycle means. Is this good for gold? It’s…
This was a long trade, initiated in October of 2017. We closed out the trade today on the back of a Kazakh Spring (FSB/Spetsnaz-instigated) with a 64% gain…
Gold Resource Corp.’s acquisition of Aquila made me interested in the company. I think it was a smart acquisition. But at the time of the deal, $GORO was…
There’s even a price at which McEwen Mining looks good, and I think we are pretty much there: U.S. $0.89 I’m a buyer. McEwen has dropped below the…
Big Picture The dollar is within a hair of violating its 80-day cycle support, which opens the door to a cascade lower through April, with likely consolidation until…
The Dollar index is topping out and I project selling until early May, consolidation through the end of June and a resumption of its established downtrend throughout the…
Bertrand Russell said, “Mathematics, rightly viewed, possesses not only truth, but supreme beauty — a beauty cold and austere, like that of a sculpture, without appeal to any…
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