US dollar: up up up… The US dollar continues to soar which is wreaking havoc across the globe. Every single loan which is expressed in US dollars has become meaningfully more expensive in just a few days. The Bloomberg Dollar Index is currently at an...
Continue reading » March 19, 2020 admin Gold & Silver Stocks, Horseman's Portfolio No Comment I have been catching some knives in primarily three producers: Premier Gold Mines, Argonaut Gold and OceanaGold. All three have had problems like missed guidance etc but at some point they get so low that the surprises tend to come to the upside. At these...
Continue reading » March 19, 2020 admin Gold & Silver Stocks, Horseman's Portfolio No Comment NR: “Prime Mining: Los Reyes new resource in Q1, main deposits have linkage potential” Article: “5 Reasons Why Prime Mining Corp (PRYM: TSXV, PRMNF: OTC) is likely undervalued”
Continue reading » March 19, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Prime Mining No Comment Some interesting LONG term charts… DOW/Gold ratio – The mother of all Head And Shoulders? Copper/Gold ratio: All Time Low and going lower for the final flush? Real Estate/Gold ratio Mining shares Vs. Gold: Time...
Continue reading » March 18, 2020 admin Chart of the Day, Gold, Gold & Silver Stocks No Comment Quinton Hennigh, who was very early to worry about Corona (much earlier than most which I can attest to), talks about the Corona virus with Jay Taylor. Must listen: LINK Youtube:
Continue reading » March 17, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, The Economic Depression No Comment If we are headed for deflation, if only temporary, then cashed up juniors with little to almost no fixed costs and high margin producers with little debt would be the best choices. The cash will go up in purchasing power and the higher margin producers...
Continue reading » March 16, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, The Economic Depression No Comment At this moment, cash is king. It is outperforming stocks, (paper) gold, commodities and mining equities. What we are seeing in the world economy is highly deflationary. The thing is that neither the banking systems, economies, nor Central Banks can stand deflation. Given the record...
Continue reading » March 16, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies No Comment The document below was written over two years ago and a lot has changed since then. This was before the Egina type lag gravels were unveiled, before more was known about Karratha and before Quinton shared his theory of what the “last source” of the...
Continue reading » March 15, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Novo Resources No Comment We are seeing a mining sector with “artificial” pricing right now. Price is not reflecting value at all, across the board. It might even diverge further even though even the producers look cheaper than the 2015 bottom. Nothing makes sense right now. Theoretically this price...
Continue reading » March 14, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies 1 Comment CLICK HERE to listen to an interview with Quinton Hennigh done by Cory Fleck of Kereport.com
Continue reading » March 14, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Kereport, Novo Resources No Comment 
