Profit-Taking
Major sell signals flashed in UDN, CPER, GDX, GDXJ, SIL, SILJ, SLV, AGQ, and PLTM. Profits were taken. Derivative gold has a tiny bit of headroom left, while…
Category: Business
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…
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,…
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