The following lines from Sun Tzu has stuck with me when I think about investing: 13. “He wins his battles by making no mistakes. Making no mistakes is what establishes the certainty of victory, for it means conquering an enemy that is already defeated.” 14....
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July 4, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies, Uncategorized
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Setting The Scene: Competitive advantage, mine life and market potential A gold mining company has the perfect moat and a closed market. There is always a universal buyer. No competitor can take away your competitive advantage (cost structure for example). Any mine’s margins will fluctuate...
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May 5, 2020 admin
Gold, Gold & Silver Stocks, Investing Strategies, Irving Resources, Lion One Metals, Novo Resources, Tristar Gold, Uncategorized
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Quinton Hennigh was recently interviewed by Cory Fleck of Kereport and I think there were some important things discussed which is the basis for this article. The basis for the interview was the recent News Release out of Irving Resources where the company presented more...
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February 17, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, Irving Resources, Uncategorized
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NOTHING has happened for Novo, LIO or majority of juniors, in terms of company specific reasons, that would warrant the big red candles today. It’s just sentiment/technicals tied to a declining gold price at work! Depending on the liquidity there could be one seller responsible...
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January 9, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies, Novo Resources, Uncategorized
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As some people know I was hoping that Novo would stay a bit subdued until I could free up some more money but I gotta say that the chart is starting to look a bit scary for anyone who has been hoping that Novo would...
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January 3, 2020 admin
Uncategorized
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I have been coding a lot these last few weeks and I have created a script that tracks rolling correlations for a given asset. I also created a “Psychology/Dislocation Index” in order to measure how dislocated an asset is from some of the typical asset...
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January 16, 2018 admin
Chart of the Day, Uncategorized
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With renewed strength in gold and reading a few articles/tweets from good analysts that expect gold to be ending the year not far from its all time highs, I thought it would be timely to just do a quick post about what my focus is...
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January 13, 2018 admin
Investing Strategies, Uncategorized
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Turkey today is a good example of what I believe we will see happening in most countries in the coming years. Namely surging inflation along with heightened worries about the solvency of entire nations. Oh and to every MSM financial pundit that can always be...
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April 13, 2017 admin
Uncategorized
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Gold futures are currently trading just above the it’s very significant 200 Day Moving Average: As you can see in the graph above, the 200 daily Moving Average has been a very important support/resistance point for gold in the last couple of years....
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April 7, 2017 admin
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With only a few short days away from three potentially big catalysts, it is interesting to see that gold and the miners are poised for a big move… Gold is reaching the end of a multi year wedge formation GDXJ (Junior Miners)...
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March 13, 2017 admin
Uncategorized
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