I woke this morning to gale force winds and sideways rain slapping my bedroom window. Yuk I thought, as I crawled out of bed to check the markets, the same way I start every week day. What I could not have known was the shock and awe about to greet me! The weather outside was [...]
August 9, 2012 By 2 Comments
Undervalued Juniors
Eric Muschinski from the Gold Investment Letter joins us again today. He’ll give us his juiciest picks in the junior resource space. I’ve been following Eric for a bit and watching his performance. I’m impressed by his ability to trade these stocks a bit more than the average resource investor. In a lot of instances [...]
June 21, 2012 By Leave a Comment
Libya – An Obvious Frontier Market Opportunity
We’re back with Kevin Virgil from Columbus Street Ventures talking about opportunities in Libya. Kevin hopped on a plane the minute Gaddafi was ousted. Today he’s seeking out opportunities on the ground, and we’re glad to be getting the benefit of his experience and first-hand knowledge. ——– Mark: Kevin, I have no doubt that Africa [...]
May 9, 2012 By 4 Comments
Smashed ‘em Bro!
There is a late night sports show in Australia and New Zealand which I’ve watched only once or twice. It’s called “Crowd Goes Wild.” They have this segment they run where they usually show a rather spectacular rugby collision or tackle. It’s very aptly termed, “smashed em bro.” The equities markets selloff this week amounts [...]
April 19, 2012 By 7 Comments
Gold Stocks – Are You Kidding Me?
Given the unbelievable negativity in the gold equities space, I felt compelled to put together a short blurb on gold stocks, and where we might be in the cycle. First, let’s be clear… I agree with our friend Harris Kupperman when he says that “mining is a terrrible business.” It’s a God-awful business, for many, [...]
