April 20, 2023 Bridgewater is one of the world’s most successful hedge fund managers. Founded by Ray Dalio but now firmly under the purview of co-CIOs Bob Prince, Greg Jensen, and Karen Karniol-Tambour, their thoughtful research notes are always worth reading. Today’s summary: Last year’s historically large and rapid tightening
April 19, 2023 I have supported Teck Resources in this blog since I started in April 2004. The company is a Cara Core 12 based on its assets and management. I have often called it Canada’s finest mining company. Glencore (GLEN.L) wants to take control, and the Teck management and
April 10, 2023 The S&P 500 is at a broad market inflection point where investors will now seek Value over Growth. The days of easy money from the banks are over. After many 75 basis point consecutive hikes in policy rates, the Fed has pivoted, but not to lower
April 3, 2023 First, it’s prudent to stop listening to those who seek to maintain control over the financial system, such as the Fed, Treasury, Congress, US Money Center Banks, and CNBC. In a crisis, I’d listen to smart people like “Dr. Doom” Nouriel Roubini. I’d do that in two
March 13, 2023 I have always said that sell-side Financial Services companies will never teach how to invest. The buy-side must do that task; part of that education must come via case studies. The perpetrators of investor losses will never take responsibility for their actions. When these cases arise, it’s
March 9, 2023 As I invested in New Pacific Metals (NEWP)(NUAG.to), a Canadian mining company developing three gold and silver projects in Bolivia, I realized I knew so little about the country. Now I have discovered a wonderful youtube series from #itchyboots that is insanely popular with 1.6 million subscribers.
March 8, 2023 The Prospectors & Developers Association of Canada (PDAC) annual convention has just ended. The management has reported 23,819 from 130 countries attended this year’s annual convention, close to pre-pandemic attendance levels. There were more than 1,100 exhibitors, covering for the first time, over 600,000 square feet
February 24, 2023 I bought a lot of NEWP this week at US$2.49. This is my primary Silver holding. Many traders today look strictly at price motion, ignoring the intrinsic value of the companies. If they happen to be stock market illiterate, they should be ordering my new book. It’s
Glendys Lopez February 15, 2023 Stock Market Literacy (SML) is an essential and comprehensive self-help education and information course for individuals looking to invest and trade in securities. Bill Cara, the author, explains that most teaching and information about the stock market is provided by writers and organizations on Wall
February 3, 2023 By deneve83 The US economy adds 500,000 jobs (in today’s US Jobs Report) while those not part of the survey sample seem to be losing theirs. Sounds a lot like pride before the fall. The Fed chair mentioned core non-housing services inflation about five times during his
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