Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to unpack how he transitioned his risk/reward assessment skills from being a semi-professional poker player, to how he approaches value investing in junior gold, silver, and base metals mining stocks. We talk about...
Continue reading » June 1, 2023 admin Investing Strategies, Kereport, Podcasts/Interviews No Comment Daily paper metal swings does almost nothing to affect the actual long term value of an exploration project. Yet daily paper metal swings can affect price in a material way. People think paper metal prices matter a lot because they see it affecting a lot...
Continue reading » May 12, 2023 admin Investing Strategies, Uncategorized 1 Comment Example of why you can statistically prove this sector is irrationally cheap… Below are three junior explorers that all are backed by Major miners. Since they are major miners one could assume that they at minimum would want to see something worth $500 M. Headwater...
Continue reading » March 23, 2023 admin Investing Strategies, Uncategorized No Comment It is quite easy to show with simple statistics that the current valuations set by retail investors in the junior mining space are statistically r*tarded. Anyway given that it is very hard to be making a mistake by buying something right now the major risks...
Continue reading » March 19, 2023 admin Investing Strategies, Uncategorized No Comment We know that almost everyone is a short term momentum trader. We know that almost no one sees shares as anything other than paper to trade. Barely anyone sees it as what it is which is a direct ownership stake in an actual company and...
Continue reading » January 24, 2023 admin Gold & Silver Stocks, Investing Strategies, Uncategorized No Comment Some musings on investing in miners that I think is valuable to keep in mind… I will own very few or no pre-discovery plays until confirmed success (beta) becomes more expensive in this sector With sunk costs being high in the wake of inflation I...
Continue reading » January 2, 2023 admin Investing Strategies, Uncategorized No Comment In this article I will discuss why I think an investor must be aware of the changes in Risk/Reward in some types of companies that comes with sentiment highs and lows… Beta Plays The merits of Beta plays at sentiment low extremes Buying banked success...
Continue reading » November 6, 2022 admin Investing Strategies, Uncategorized No Comment Investing in the commodity space is really all about front running… Front running events and more importantly front running changes in perception/sentiment towards said events. “I skate to where the puck is going to be, not where it has been.” – Wayne Gretzky In 2022 we find...
Continue reading » September 13, 2022 admin Investing Strategies No Comment At a time like this, when shit is hitting the fan on a daily basis, I think one should really consider being diversified across different jurisdictions. Why? Because a) The worse things get the closer we get to the end game/aftermath where gold and silver...
Continue reading » May 23, 2022 admin Investing Strategies No Comment Buffett said that he, longtime business partner Charlie Munger and other Berkshire Hathaway executives have long used this strategy because it has a higher chance of return, and it alleviates some of the pressure of trying to predict the stock market. If the value of...
Continue reading » May 15, 2022 admin Investing Strategies No Comment 
