Discussing why I think stock picking is the most optimal way to play any market and why I think the price of gold, silver and mining indices is noise that could affect your portfolio returns in a negative way. (Feel free to subscribe on Youtube)
Continue reading » December 30, 2021 admin Investing Strategies 1 Comment During corrections as we are seeing now there are a lot of people who get nervous and sell out due to fear that miners could go lower (get cheaper). At the same time we know that the macro and fundamental backdrop for mining is very...
Continue reading » August 9, 2021 admin Gold, Uncategorized No Comment In this interview, I had Erik Wetterling (the Hedgeless Horseman) over for a conversation on what he choses to do with his money, amid a potential currency collapse. So, we started our talk by talking about where gold might be headed in the short &...
Continue reading » April 22, 2021 admin Gold, Gold & Silver Stocks, Horseman's Portfolio, Podcasts/Interviews No Comment I have a very high risk tolerance and am pretty active when it comes to my value trading. In contrast I am quite a bit more conservative when it comes to some friends/family portfolios which I manage. In these portfolios you will mostly find longer...
Continue reading » April 9, 2021 admin Gold & Silver Stocks 21 Comments Every correction is followed by a rally… The current correction in GDXJ (miners) has lasted 244 market days… Sentiment has been brutal and apparently gold newsletter sentiment index has been at multi year lows… The GDXJ chart basically looks like a buzz saw, with endless...
Continue reading » April 6, 2021 admin Gold & Silver Stocks 7 Comments Now everything is cheap… One day gold/silver projects will be expensive… Companies with multiple projects doesn’t even get fair value on their flagship project right now… Their 2nd, 3rd and 4th projects pretty much come for free… An ideal scenario would be to buy a...
Continue reading » March 11, 2021 admin Gold & Silver Stocks 1 Comment Now is not the time to be a lazy investor. Now is the time to set the portfolio up for the next upswing. It’s basically time to do real work (due diligence) that will supercharge the portfolio. I am personally finding a few new picks...
Continue reading » March 10, 2021 admin Gold 2 Comments One of the things we treasure most about our strategy is its flexibility. When we believe our opportunity set is expensive, we aren’t required to remain fully invested. As we like to say, “Why overpay if you don’t have to?” We also have flexibility when...
Continue reading » March 4, 2021 admin Gold & Silver Stocks No Comment Click on the link below to subscribe to the nightly SMT newsletter (then click on the orange sign up today link). https://www.smartmoneytrackerpremium….
Continue reading » January 4, 2021 admin Gold, Gold & Silver Stocks No Comment My friends over at Crescat Capital have just published their November Research Letter which can be accessed HERE.
Continue reading » November 23, 2020 admin Crescat Capital, Gold, Gold & Silver Stocks No Comment 
