“Ross Beaty is the Chairman of Equinox Gold and Pan American Silver. Jamie and Ross discuss the challenges facing producing miners during the Covid-19 crisis, the case for owning gold equities, and why Ross is steering clear of oil & gas stocks.” Via Resource Insider:
Continue reading » March 26, 2020 admin Gold & Silver Stocks No Comment What happens when Central Banks and Governments around the world print trillions of dollar equivalents at the same time that the global supply chain is heavily disrupted? 1.3 billion Indians were recently put under lock-down, thus joining an increasing number of countries around the world...
Continue reading » March 25, 2020 admin The Economic Depression No Comment We as investors have a hard time focusing on more than one thing at a time. Lately, the theme has been “can they stop the stock market from falling”. I have not followed the market(s) this closely in quite some time, simply because so much...
Continue reading » March 24, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, The Economic Depression No Comment These are interesting times… We see mine after mine getting shut down due to the Corona Virus while some of the largest gold refiners in the world have also shut down. This is of course a limiting factor to the physical gold supply. Furthermore, it...
Continue reading » March 23, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, The Economic Depression No Comment 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 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 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 Title: “ANALYZING THE MAIN DRIVERS BEHIND METALS STOCKS – IT’S NOT JUST THE ACTUAL METALS PRICE” CLICK HERE to listen to my latest talk with Cory Fleck of Kereport.com
Continue reading » March 5, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Kereport, Podcasts/Interviews 1 Comment Recommended Reading: “Gold Mine Gangs Tote AK-47s to Outgun South African Police” – Bloomberg.com Makes me wonder how hard it might be for miners when a global economic downturn hits. Physical gold/silver held in private is of course the “safest haven”. Question is how much...
Continue reading » February 2, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies, State of The World 2 Comments 
