Gold hit US$2500/oz last week—a new all-time high. The cheapest part of the gold market is junior developers, which are trading at 0.45x price to net asset value. The average historical ratio is twice that. It’s been a long bear market for gold stocks, which means the upside potential...
Volatility creates emotion—anxiety, fear etc. You’re supposed to keep emotions out of investing. Maybe that’s why the volatility trade—VXX-NYSE--has been one of the worst of the last decade. Look at this chart:
So doesn’t an anti-volatility play make A LOT of sense? That would be the 1x Short VIX Futures ETF—SVIX-NYSE. ...
Oil Field Services (OFS) stocks can’t get a break. This is now one of the most profitable sectors in the economy—with the lowest valuations!
For a brief time, it looked like Donald Trump would cakewalk into the White House, and the OBVIOUS Trump Trade—is OFS stocks (not producers—because it would be...
INTRO
Oil Field Services (OFS) was a top “Trump Trade” for the 3.5 weeks between the first presidential debate and Joe Biden ending his re-election bid. The Market considered Trump a “gimme” to win the November election.
But is OFS still a Trump Trade—even if he wins the now much-tighter election...
Small caps are getting some life!!
It's been tough making money for the past two years, but since the Market turned as interest rates peaked in late October, good companies have seen their stocks make some big moves.
Here in oil-and-gas land, the steady to winning stocks have been
1. TENAZ Energy...
The two keys to my largest investment in 2024 are:
Big pricing power
Small cost structure—likely the lowest of its kind in the world
HYTN Innovations, HYTN-CSE / HYTNF-PINK, has something unique—which is rare in the cannabis world, where everyone thinks all the products are the same.They have the smallest GMP-certified production facility...
Spire Global (SPIR – NASDAQ) gave me, and everyone, a big surprise when they announced their Q1 update on May 15th.
Spire was one of my biggest wins in the last year—broken SPACs like this have been a great source of new investment ideas. We sold the stock for roughly a...
I have found a company that can replace EVERY diesel generator on earth with a fuel-free, fume-free, noise-free product that can last for hours or days, depending on the model.It’s as small as a suitcase, or as big as a SmartCar. It can serve as energy storage—back up power—ANYWHERE. It can...
