Author Archives: Tom

LOTM: Five Tiny Miners that are Dirt Cheap

Small – no tiny mining companies have been thrown down to prices that you can say – all they have to do is survive and you will make money. In accounts related to LOTM, we own these companies and love … Continue reading

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Trader’s Resource for Select ETF Trading – Version II.

I am Sorry. In the original version of “Trader’s Resource for Select ETF Trading,” sent October 13, the linkes in the spread sheet do not work. That screwed up the whole purpose of the blog post. For those of you … Continue reading

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Trader’s Resource for Select ETF Trading

Our theme for the foreseeable future is based on rising interest rates, a rising commodity cycle and an Emerging Market outperforming US stock markets, once the US Dollar starts correcting. I have set up a resource grid below that you … Continue reading

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Gatos Silver Is Coming Back Stronger Than Before!

Gatos Reports Record Quarterly Production for the Third Quarter of 2022, Increases Production Guidance and Lowers Cost Guidance for 2022.

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Follow the Dollar and 10-year Treasuries for Market Direction

Sourced from MarketWatch This week was a great example of Dollar down/stocks-up on Monday and Tuesday with Thursday and Friday being Dollar-up/stocks down. Cannot show the correlation any clearer.

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Bottlenecks in Energy Creates Opportunity

Oil & Gas provides 97% of the energy used by the Transportation Industry Transportation Industry uses 16% of the applications created from Oil & Gas Putting those two headline facts together, tells me we are not going to stop using … Continue reading

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Shift to Hard Assets Starts Again

This week we shared an interview with Jeff Currie, director of Commodities at Goldman Sachs. He is certainly talking his book when saying the trend for the foreseeable future is owning commodities. We happen to agree with him regardless. His … Continue reading

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Could Dr Copper be Diagnosing a Coming Market Rally?

Dr. Copper is acting like she wants to rally…… maybe it will rally or maybe not, but it is a good signal that copper did not go to a new low from its July bottom.

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