I thought I would share my views on 1) The relative valuations within the junior mining sector, 2) Why and where I think there are some obvious value dislocations and 3) Where I thus believe the overall best Risk/Reward opportunities are currently present. Setting...
Continue reading » January 30, 2019 admin Gold & Silver Stocks, Investing Strategies No Comment I have been reading the book “The Most Important Thing Illuminated: Uncommon Sense for the Thoughtful Investor” written by the billionaire fund manager Howard Marks lately. It’s a very good book that covers some very important mind set tools, that is useful for any stock picker...
Continue reading » December 10, 2018 admin Investing Strategies, Novo Resources, Pilbara No Comment Just had the urge to put together some Expected Value/Return scenarios and discuss R/R and investment strategies, by the numbers… Setting the Scene It is said that 1 out of 3,000 mineralized anamolies becomes a mine. … Yet a majority of people seem...
Continue reading » August 29, 2018 admin Investing Strategies No Comment Setting the Scene Stan Druckenmiller is one investment legend that has influenced me the most I think. In the short clip below I see his investment philosophy as a mixture of Pareto’s Law (The 80/20 law) and “time’arbitrage”. (HH: Notice the reaction of the crowd...
Continue reading » July 29, 2018 admin Investing Strategies, Novo Resources No Comment Goldfinger compiled a great article on lessons learned during 2017 from some of the more prevalent posters on CEO. At first it was hard to come up with definite lessons since I personally feel my investing strategy has changed so drastically in just one year...
Continue reading » January 1, 2018 admin Investing Strategies No Comment In this article I will try to explain how I think regarding my investing philosophy as well as where I think the most alpha is “hidden” today. Setting the scene: 1 – Commodities – Dow Jones ratio: … So commodities are are basically at...
Continue reading » September 30, 2017 admin Gold, Gold & Silver Stocks, Horseman's Portfolio, Silver No Comment In this post I will try to explain my overall investing strategy when it comes to my effort to maximize gains in a precious metal miners bull market by reducing my opportunities to make an untimely exit (mistake). This post is not about day- or...
Continue reading » May 17, 2017 admin Gold & Silver Stocks, Horseman's Portfolio No Comment Note: Real rates are calculated by taking the rate of inflation and subtract interest rate. If real rates are negative, it means that your purchasing power declines even if you deposit your currency in a “savings” account. Precious metals love negative real rates because of...
Continue reading » March 19, 2017 admin Market Flash No Comment “JP Morgan Silver Manipulation Lawsuit Revived By Appeals Court!” – AveryGoodman.com “Utah Bill Sets Stage For State Gold Depository…” – Zerohedge.com It’s always good to see some positive developments in regard to sound money. In an ideal world a nation’s central bank and/or government should...
Continue reading » February 3, 2017 admin Silver & Guld No Comment 
