Like I discussed the previous post today I think the average, high-quality junior is around 200% undervalued right now. Yet I believe that a majority of people are worried about the downside… “Gold could go lower!… Miners have not bottomed yet!” etc. But this worry...
Continue reading » February 11, 2022 admin Investing Strategies No Comment In a bull trend (Increasing sentiment): Companies go up without having to create value Good news gets immediately rewarded and often even rewarded too much by the marginal investor In a bear trend (Declining sentiment) Companies go down on no news Companies might go down...
Continue reading » January 27, 2022 admin Investing Strategies 4 Comments I got an email from a Swedish lets say “broker” with “stuff” an investor “should” know about before the market opens today: (bold and underline added by me) “After a strong recovery and closure in the US, there are positive tones in the market. High...
Continue reading » January 25, 2022 admin Investing Strategies No Comment Discussing why I think stock picking is the most optimal way to play any market and why I think the price of gold, silver and mining indices is noise that could affect your portfolio returns in a negative way. (Feel free to subscribe on Youtube)
Continue reading » December 30, 2021 admin Investing Strategies 1 Comment What people focus on will get priced in. Majority Looks at Daily Swings in Gold And Silver Lets face it. Most of us are in this sector because we are bullish on gold and silver. The mining business itself is levered to gold and silver...
Continue reading » December 19, 2021 admin Investing Strategies 5 Comments Don’t be so quick to wish tax loss selling silly season and low prices to go away… A long term investor who wants outsized returns ought to welcome periods with depressed prices with open arms yet 95% are only happy if their stocks go up...
Continue reading » December 16, 2021 admin Investing Strategies 1 Comment Dec 07, 2021 Lets first take a look at the trusty “Sentiment Proxy” aka “Junior Trading Sardine” which goes under the name Bear Creek Mining: I agree with Mr Bear Creek and my expectations are around 200% on average within a two year...
Continue reading » December 7, 2021 admin Gold & Silver Stocks, Investing Strategies 2 Comments “Poker, of all games, is most like stock investing.” – Peter Lynch In poker one can lose with AA 10 times in a row and win with 27 off suite 10 times in a row. Being outcome dependent in this scenario would be to argue that...
Continue reading » November 29, 2021 admin Gold & Silver Stocks, Investing Strategies 4 Comments Re-posting this piece from Sept 16, 2021: Stealing Risk Free Value In a good market positive news release will be discounted. In a really good market positive news releases will be overly discounted (overvalued). I remember Garibaldi Resources reaching a Market Cap of something like...
Continue reading » November 24, 2021 admin Gold & Silver Stocks, Investing Strategies No Comment 1. You will miss 99% of ten baggers. 2. You will typically not get a ten bagger if you are not able to HODL for at least 1-2 years min. 3. You will not get a ten bagger if you are not able to hold...
Continue reading » November 16, 2021 admin Gold & Silver Stocks, Investing Strategies 1 Comment 
