During the last two to three weeks I have added six new positions that I am just done accumulating: Newrange Gold Telson Resources Almadex Minerals Great Panther Silver Kerr Mines Otis Gold Increased position in: Cordoba Minerals Decreased positions in: Sunvest Minerals Gungnir Resources ATM I am...
Continue reading » May 29, 2017 admin Gold & Silver Stocks, Horseman's Portfolio No Comment In this post I will try to explain my overall investing strategy when it comes to my effort to maximize gains in a precious metal miners bull market by reducing my opportunities to make an untimely exit (mistake). This post is not about day- or...
Continue reading » May 17, 2017 admin Gold & Silver Stocks, Horseman's Portfolio No Comment The miners have taken a real beating over the last couple of weeks, and as of now GDXJ (Junior miners) are below the floor of the giant wedge formation (Bearish)… Notes: Below wedge floor (Bearish unless it’s a fake break, which in that case would...
Continue reading » May 5, 2017 admin Gold, Gold & Silver Stocks, Silver No Comment When it is finished I am looking to put it up online for public use. When up, it updates every minute or so. I personally use it to find out what companies that are currently cheap compared to peers. This spreadsheet is comprised of producers and late stage...
Continue reading » May 4, 2017 admin Gold, Gold & Silver Stocks, Silver No Comment Lets take a look at the correlations during the time period 2017-03-01 to 2017-05-01: Data Observations GDXJ correlation with gold literally went down the drain, with a coefficient of only 0.06! Probably a lot to do with the GDXJ rebalancing. Gold saw...
Continue reading » May 2, 2017 admin Market Flash No Comment Snippet: “The falling average yield in the silver mining industry seems to be overlooked by the majority of analysts. As we can see in the chart above, the primary silver miner’s average yield has fallen from 13 oz/t in 2005 to 7.4 oz/t in 2016. ...
Continue reading » April 24, 2017 admin Gold & Silver Stocks, Horseman's Portfolio, Silver No Comment Perhaps you have heard about the issues Van Eck have had in regards to GDXJ, in that the ETF has experienced such big inflow volumes that it started to push 10%+ ownership in some miners. This has led to operational problems and can lead to...
Continue reading » April 20, 2017 admin Gold, Gold & Silver Stocks, Horseman's Portfolio, Silver, Silver & Guld No Comment Background In the last couple of days, some of my best performers have been Novo Resources and Orca Gold. These two companies performed pretty well despite gold posting a minor decline. I have personally found that the mentioned shares seem to trade somewhat differently compared...
Continue reading » April 19, 2017 admin Gold, Gold & Silver Stocks, Silver, Silver & Guld No Comment Bought some more shares of Sage Gold, Southern Silver Exploration as well as Kootenay Silver. Sold a small percentage of Golden Arrow Resources. Also added a small position in JDST (A 3x leveraged gold junir bear ETF) for hedging purposes. I think the next few days...
Continue reading » April 18, 2017 admin Gold & Silver Stocks, Silver & Guld 1 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 
