Monthly Archives: September 2012

Seems like a real upstanding guy. Three cheers for a new generation of honest mining executives: There’s an opportunity for a young generation of mining leaders and mining entrepreneurs to grow up doing the right things for the right reasons …

All 20 minutes are well worth watching, but my favorite moment occurs around the 11 minute mark where the question is asked whether analysts are friends or foes. The conclusion is that they should stop predicting gold prices: Either you …

We’d like to remind subscribers that we’re now posting more frequent updates to the Portfolio Remarks section of the website. This is a… Login or Subscribe to Read More →

This week we’ll be attending the Chicago Hard Assets show which will undoubtedly be filled with a much chipper crowd now that QE3 is… Login or Subscribe to Read More →

Well Ben Bernanke went and did it last Thursday, a “flexible” money printing operation that will ultimately test in the years ahead just how quickly… Login or Subscribe to Read More →

More and more we’ve been considering publishing an updated “Cash is King?” report — detailing the growing list or resource companies that have more net… Login or Subscribe to Read More →

The markets are generally following a predictable script with widespread anticipation of a QE3 announcement by the Fed at the conclusion of its meeting on… Login or Subscribe to Read More →

You don’t always need a particular direction in the market for a good investment opportunity. Sometimes trades can work whether the market is up or down simply because misinformation or mistakes have caused an asset to be mispriced. Over the … Read More →

The silver mining space is somewhat limited and the quality companies all carry decent valuations … even the junior producers and despite the malaise that has… Login or Subscribe to Read More →

During September we plan to attend the Chicago Hard Assets show. If you are in the area please come by and see us. Join us… Login or Subscribe to Read More →