The annual “In Gold We Trust” report for 2020 is out. I look forward to this free annual report. Not only is jam packed with all kinds of charts and graphs, but it discusses economics, markets, and gold from a ...
Mariusz Skonieczny interviewed me on his Youtube channel. Interview covered tankers and my capital allocation strategy. I also dropped a name from the newsletter in the interview. Check it out! ...
Soveriegn Man: (skip) Last night the news show 60 Minutes aired an interview with the Chairman of the Federal Reserve, who expressed clear concern that all the government spending and all the federal reserve money printing so far might not be enough: ...
Take a look at the chart below: What you are looking at is the Q1 2020 free cash flow for the three largest gold mining royalty companies. Total free cash flow at just these three companies was $403 million ...
I have had a ton of requests to review the tanker trade. In this video I go over my thesis and why I got involved in the first place. I also discuss why I am still in the trade and ...
I have people emailing me asking if they should sell their uranium stocks based on the little rally we have had over the last month or so. This chart should answer the question. This rally in uranium and uranium ...
However doesn’t mean they can’t get cheaper. Nevertheless, this looks the beginning of a mult-year uptrend to me. I beleive the price rise in resources will be supply based rather than demand based. ...
A lot of decisions are being made by governments that are being sold as a way to “protect” the population from the WuFlu. Many of these decisions seem to have been made based on flawed models or in haste so ...