First and Last Word on Metals and Mining

Monthly Archives: March 2012

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As painful as the ongoing weakness in the rare earths space may be, at least it has given us plenty of time to build our… Login or Subscribe to Read More →

Posted in Analysis, Member Only, Rare Earths | 2 Comments

We’ve been extremely busy keeping up with the markets while attending PDAC and also making some website improvements and as a result we have… Login or Subscribe to Read More →

Posted in Analysis, Member Only, Weekly Update | 35 Comments

In these first four charts we plot the performance of our various accounts against their chosen benchmarks since inception. In the chart above we can… Login or Subscribe to Read More →

Posted in Collective2, Member Only, Model Portfolio, Track Record | 15 Comments

Earlier this week gold broke below the magical 1650-1660 level that we were monitoring in order to ascertain the ongoing nature of the market. This… Login or Subscribe to Read More →

Posted in Analysis, Market Update, Member Only | 48 Comments

We decided to take our time to report on the last two days of our PDAC booth patrolling in order to save our sanity and health on account of way too much yakking, handshaking and BS’ing that took place during … Read More →

Posted in Analysis, Discovery Plays, Exploration Plays | Tagged , , | 7 Comments

Gold has dropped this morning to our “obligatory” target of 1660-1680, the level at which we have been planning to assess the longevity of this… Login or Subscribe to Read More →

Posted in Analysis, Market Update, Member Only | 0 Comment

Monday at PDAC is usually the busiest one and we didn’t find ourselves finishing the day until close to midnight. We had two productive meetings lasting a few hours and therefore didn’t have a lot of time to visit and … Read More →

Posted in Analysis, Discovery Plays, Exploration Plays | Tagged , , | 39 Comments

We are at PDAC this week researching mining companies and stories. The Toronto Convention Center is busy as usual with thousands of mining heads taking care of business. Almost 600 exhibitors (not including the “trades” like drillers and consulting firms) … Read More →

Posted in Analysis, Discovery Plays, Exploration Plays | Tagged , , | 15 Comments

It looks like we may get a visit by gold back to the “interference level” around 1660-1680 after all. The lift above overhead resistance during… Login or Subscribe to Read More →

Posted in Gold Market, Market Update, Member Only, Option Strategies, Speculative Trading Ideas | 2 Comments

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