Palladium: Leading Gold, Silver and the Miners?

Palladium has been on quite a tear for the last couple of months:     The above graph is certainly a very different picture than gold and silver (unfortunately). Can this latest divergence between the metals be a positive sign going forward? Since the bull...
Continue reading »

Weekend Reading

Palladium Blows the Whistle on the London Metals Market – David Jensen Experience is Overrated – Michael Batnik Legendary Investor Jim Rogers Expects the Worst Crash in Our Lifetime – Business Insider  
Continue reading »

Portfolio Update: Adds and Cuts

Action over the last two weeks New positions: Bitterroot Resources (re-entry) Avino Silver and Gold Mines (re-entry) Impact Silver (re-entry) Brixton Metals (re-entry) Americas Silver Corp (re-entry) Golden Arrow Resources Corp (re-entry) Klondex Mines Red Eagle Mining Almadex Minerals Aurvista Gold Corp Most new positions are...
Continue reading »

Charts of the Day: Gold vs Bitcoin

I decided to compare the charts of two “alternative currencies”, namely gold and the relatively new phenomena Bitcoin. One having been a monetary asset for millennia and the other one being a new digital form of currency for the lack of a better word. The charts...
Continue reading »

Chart of the Day: Commodities vs Stocks

According to this graph, we are currently at a point in time  with the best risk/reward for a value investor (contrarian)  in the commodity space, in decades. Situations like this are obviously very rare and should be taken advantage of IMHO.    
Continue reading »