Bob Moriarty on The State of The World
Article: “Let Them Eat Cake” – 321gold.com Jay Taylor Interviews Bob Moriarty:
Continue reading »
Gold Stocks: Safer Bets
In the portfolios I do not actively manage (family/friends) I include a core of “low maintenance” picks. These are companies with high insider ownership, good growth profile and pipeline of projects, good to great jurisdictions, solid backers and cash position, and also competent management. The...
Continue reading »
Overview of Friendly Creek (Egina) Scraping Activity
I did a short video of some areas in and near the Friendly Creek tenements at Egina, now belonging to Pacton Gold. Note: All surface disturbance might not be alluvial mining. Best regards, The Hedgeless Horseman Follow me on twitter: https://twitter.com/Comm_Invest Follow me on...
Continue reading »
Metals or Miners? Silver or Gold?
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 »
Investing Theory and Pilbara
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 »
Four Big Charts For Gold
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 »
The GDX/SPY Ratio is Nearing an Important Trend Line
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 »
Dr. Keith Barron Talks Novo Resources
@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 »
“The Curse of Karratha”: Also its Greatest Strength?
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 »
Kereport: Novo Update From QH
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 »
