I recently had a call with Collin Kettell, Founder and Executive Chairman of New Found Gold Corp (NFG.V) and am happy to have the company on as a banner sponsor of The Hedgeless Horseman. I already own shares and I have been following New Found...
Continue reading » October 6, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, New Found Gold, Uncategorized 1 Comment I just thought it would be fun to point out a few things that I do not agree with in this piece on Novo by Crux Investor. But first off I would like to point out that Novo is a banner sponsor of The Hedgeless...
Continue reading » September 27, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Novo Resources, Uncategorized 3 Comments The following lines from Sun Tzu has stuck with me when I think about investing: 13. “He wins his battles by making no mistakes. Making no mistakes is what establishes the certainty of victory, for it means conquering an enemy that is already defeated.” 14....
Continue reading » July 4, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies, Uncategorized No Comment Setting The Scene: Competitive advantage, mine life and market potential A gold mining company has the perfect moat and a closed market. There is always a universal buyer. No competitor can take away your competitive advantage (cost structure for example). Any mine’s margins will fluctuate...
Continue reading » May 5, 2020 admin Gold, Gold & Silver Stocks, Investing Strategies, Irving Resources, Lion One Metals, Novo Resources, Tristar Gold, Uncategorized 2 Comments Quinton Hennigh was recently interviewed by Cory Fleck of Kereport and I think there were some important things discussed which is the basis for this article. The basis for the interview was the recent News Release out of Irving Resources where the company presented more...
Continue reading » February 17, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Irving Resources, Uncategorized 2 Comments NOTHING has happened for Novo, LIO or majority of juniors, in terms of company specific reasons, that would warrant the big red candles today. It’s just sentiment/technicals tied to a declining gold price at work! Depending on the liquidity there could be one seller responsible...
Continue reading » January 9, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies, Novo Resources, Uncategorized No Comment As some people know I was hoping that Novo would stay a bit subdued until I could free up some more money but I gotta say that the chart is starting to look a bit scary for anyone who has been hoping that Novo would...
Continue reading » January 3, 2020 admin Uncategorized 2 Comments I have been coding a lot these last few weeks and I have created a script that tracks rolling correlations for a given asset. I also created a “Psychology/Dislocation Index” in order to measure how dislocated an asset is from some of the typical asset...
Continue reading » January 16, 2018 admin Chart of the Day, Uncategorized No Comment With renewed strength in gold and reading a few articles/tweets from good analysts that expect gold to be ending the year not far from its all time highs, I thought it would be timely to just do a quick post about what my focus is...
Continue reading » January 13, 2018 admin Investing Strategies, Uncategorized No Comment Turkey today is a good example of what I believe we will see happening in most countries in the coming years. Namely surging inflation along with heightened worries about the solvency of entire nations. Oh and to every MSM financial pundit that can always be...
Continue reading » April 13, 2017 admin Uncategorized No Comment 
