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...
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December 10, 2018 admin
Investing Strategies, Novo Resources, Pilbara
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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...
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December 4, 2018 admin
Chart of the Day, Gold
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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...
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December 4, 2018 admin
Chart of the Day
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@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...
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November 26, 2018 admin
Novo Resources, Pilbara
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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...
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October 30, 2018 admin
Novo Resources, Pilbara
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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...
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October 27, 2018 admin
Novo Resources, Pilbara
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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...
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October 23, 2018 admin
Novo Resources, Pilbara
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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. ...
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October 22, 2018 admin
Gold & Silver Stocks, Horseman's Portfolio
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… It took me quite a few days, but finally it is finished! As mentioned in a previous post, I got the urge to do another stock report after Northern Empire Resources got acquired by Coeur Mining a few weeks back. My focus has mostly...
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September 4, 2018 admin
Stock Reports
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There is no excerpt because this is a protected post.
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September 3, 2018 admin
Stock Reports
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