Setting the scene: Snippets: “The single most important thing to me in the stock market for anyone, is to know what you own. I’m amazed how many people own stocks they would not be able to tell you why they own it. They couldn’t...
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April 1, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies
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Setting The Scene With the world economy and social fabric rapidly declining I have given a lot of thought into jurisdictional risk. For decades at at least the Western World has been rather peaceful and the economies have grown on the back of expanding credit....
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March 29, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, The Economic Depression
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Many readers probably know that I have been quite vocal about my distaste for most silver companies (especially producers) over the last couple of months. This is based on both absolute but especially relative valuations versus the gold miners. I thought I would just make...
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March 28, 2020 admin
Gold & Silver Stocks, Silver
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“Ross Beaty is the Chairman of Equinox Gold and Pan American Silver. Jamie and Ross discuss the challenges facing producing miners during the Covid-19 crisis, the case for owning gold equities, and why Ross is steering clear of oil & gas stocks.” Via Resource Insider:
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March 26, 2020 admin
Gold & Silver Stocks
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What happens when Central Banks and Governments around the world print trillions of dollar equivalents at the same time that the global supply chain is heavily disrupted? 1.3 billion Indians were recently put under lock-down, thus joining an increasing number of countries around the world...
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March 25, 2020 admin
The Economic Depression
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We as investors have a hard time focusing on more than one thing at a time. Lately, the theme has been “can they stop the stock market from falling”. I have not followed the market(s) this closely in quite some time, simply because so much...
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March 24, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, The Economic Depression
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These are interesting times… We see mine after mine getting shut down due to the Corona Virus while some of the largest gold refiners in the world have also shut down. This is of course a limiting factor to the physical gold supply. Furthermore, it...
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March 23, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, The Economic Depression
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US dollar: up up up… The US dollar continues to soar which is wreaking havoc across the globe. Every single loan which is expressed in US dollars has become meaningfully more expensive in just a few days. The Bloomberg Dollar Index is currently at an...
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March 19, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio
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Some interesting LONG term charts… DOW/Gold ratio – The mother of all Head And Shoulders? Copper/Gold ratio: All Time Low and going lower for the final flush? Real Estate/Gold ratio Mining shares Vs. Gold: Time...
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March 18, 2020 admin
Chart of the Day, Gold, Gold & Silver Stocks
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If we are headed for deflation, if only temporary, then cashed up juniors with little to almost no fixed costs and high margin producers with little debt would be the best choices. The cash will go up in purchasing power and the higher margin producers...
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March 16, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, The Economic Depression
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