Everything is relative, and the greatest opportunities for over-performance ought to be in the most unfavorable asset classes. I am a huge gold, silver and miners bull, but at any given time, the relative opportunities within that basket will differ (everything moves in cycles)… Currently,...
Continue reading » January 4, 2019 admin Gold & Silver Stocks, Investing Strategies No Comment I have been reading the book “The Most Important Thing Illuminated: Uncommon Sense for the Thoughtful Investor” written by the billionaire fund manager Howard Marks lately. It’s a very good book that covers some very important mind set tools, that is useful for any stock picker...
Continue reading » December 10, 2018 admin Investing Strategies, Novo Resources, Pilbara No Comment Look at these four long term charts and see if an interesting picture starts to materialize… Long Term UST 2s4s Spread: Long term Commodities versus US Equities (S&P 500) Ratio : Long Term Gold/SPY (S&P500) Ratio: Long Term...
Continue reading » December 4, 2018 admin Chart of the Day, Gold No Comment The GDX/SPY ratio is again butting head with a long resistance line that has held many times (so far). A rising ratio means that GDX ETF (Major miners) are outperforming the SPY ETF (S&P index). Are we nearing a big break that will signal the...
Continue reading » December 4, 2018 admin Chart of the Day No Comment @Lemand who writes at Pilbara.org recently had a chat with Dr. Keith Barron of Aurania Resources about Novo Resources and the Pilbara gold rush. For those who does not know who Dr. Barron is, here is his bio: Here is the exchange (Keep...
Continue reading » November 26, 2018 admin Novo Resources, Pilbara No Comment Karratha and its Mt Roe prospects are rather unique as we all know. In this post I will try to explain why the “Karratha Curse” might also be a blessing in disguise. Setting The Scene First of all. We all know that the Mt Roe...
Continue reading » October 30, 2018 admin Novo Resources, Pilbara No Comment I thought I would just summarize some things from the Kereport interview with Quinton that was published a few hours ago, as well as make a few comments on Egina which I did not have the time to put into my last article. LINK to...
Continue reading » October 27, 2018 admin Novo Resources, Pilbara 2 Comments The Pilbara story has changed quite a bit in 2018 and I thought it might be good to recap some of the biggest changes (so far) and cover my personal view in terms of value proposition and Risk/Reward (mostly from the stand point of Novo...
Continue reading » October 23, 2018 admin Novo Resources, Pilbara No Comment Setting the scene Bonterra is a stock I assume some people have heard about. It’s a canadian based gold explorer that has had great success at their Gladiotor Project in the Urban-Barry Camp (or Windfall Camp depending on how you look at it), in Quebec. ...
Continue reading » October 22, 2018 admin Gold & Silver Stocks, Horseman's Portfolio No Comment There is no excerpt because this is a protected post.
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