Copium, Historic Events, Blue Sky & Lassonde’s Asymmetrical Bets TIMESTAMP 0:00 Intro: Gold and Miners 17:20 Historic Free Cash Flows 28:33 GDX Outflows 35:54 Wisdom from Pierre Lassonde 42:48 Blue Sky Scenarios For Miners 1:06:32 Smart Money on a Buying Spree 1:23:32 Extremely Asymmetrical Bets...
Continue reading » May 8, 2025 admin Investing Clips No Comment Musings, Taxes and Stocks: ALTA, GOT, KTO, KFR, ORS & IRV TIMESTAMPS 0:00 Intro & Musings 12:04 Buffett’s Common Sense 18:50 Jurisdictions and Taxes 31:17 Altamira Gold 42:17 Goliath Resources 50:23 K2 Gold 1:03:14 Kingfisher Metals 1:04:25 Orestone Mining 1:12:46 Irving Resources
Continue reading » May 5, 2025 admin Investing Clips No Comment It’s a big weekend in Omaha, Nebraska, and CNBC is giving you a front-row seat to all the action at the 2025 Berkshire Hathaway annual meeting. Hear from Warren Buffett on Saturday, May 3, at 8:30 a.m. ET here and on CNBC.com.
Continue reading » May 4, 2025 admin Investing Clips No Comment Discussing what realistic returns are for investors, why I am more interested in the second part of the Lassonde curve than I have ever been before, and a look at some cases that are in that part. TIMESTAMPS 0:00 Intro 01:33 Realistic Expectations for Investors...
Continue reading » April 30, 2025 admin Investing Clips No Comment TIMESTAMPS 00:32 Record Quarterly Earnings Coming 11:58 Why miners can do well when gold consolidates 19:18 A Ten Bagger is NOT an Easy Ride 43:52 West Point Gold Hits 1:16:24 Warrants and Traders in FNM 1:22:10 Homerun Resources
Continue reading » April 23, 2025 admin Investing Clips No Comment Rants about the Lassonde curve, traders & gold in the ground arbitrage
Continue reading » April 23, 2025 admin Investing Clips 1 Comment Understanding a Cyclical Sector Not investing advice.
Continue reading » April 17, 2025 admin Investing Clips No Comment The Main Fear & The “Cure”. Plus some cases: ITR, FNM, NICU, ALTA & HAN TIMESTAMPS 0:00 The #1 Jr investor fear 33:10 Majors and Jrs are both undervalued 1:01:32 Integra can perform without sentiment 1:09:03 First Nordic: How absurd the R/R is in some...
Continue reading » April 14, 2025 admin Investing Clips No Comment Easy Market & Stocks: AMX, ELO, MGM, GOT & ITR 0:00 This sector has never been dumber/easier 44:06 Amex Exploration 49:59 Eloro Resources 51:58 Maple Gold Mines 1:08:02 Goliath Resources 1:11:38 Integra Resources
Continue reading » April 10, 2025 admin Investing Clips No Comment Musings and Stocks: Westward, Arctic & Magna Mining 0:00 Musings on the sector/investing 51:13 Westward Gold 1:13:40 Arctic Minerals (Swedish stock) 1:23:03 Magna Mining
Continue reading » April 9, 2025 admin Investing Clips No Comment