Author Archives: Tom

Inflation in Brazil has dropped dramatically. Interest rates are still high. If Brazil gets a third month of falling inflation it could end their interest rate hiking cycle. This would be very bullish for Brazilian bonds and equities. Inflation rate … Continue reading →

Technical Comment for Ten Producing Miners, Published September 9 linked at LivingOffTheMarket.com SilverCrest (SILV)* First Majestic (AG) Hudbay Minerals (HBM) Pan American Silver (PAAS)* Kinross Gold (KGC) Barrick (GOLD) B2 Gold (BTG) Newmont (NEM) Agnico Eagle (AEM) Lundin Mining (LUNMF)* … Continue reading →

Miners typically are in Three stages of development. Exploration Development Production All three stages above, are subject to the volatility of investor’s fear, greed or apathy. Developmental stage is typically an apathetic price stage. The thrill of Exploration Discovery has … Continue reading →

I: The USA has more debt that we can repay. II: History says there are three paths out of this – civil unrest, war and/or inflation. It is probable that it will encompass a combination of the three. We are … Continue reading →

‘Once people realize the Fed doesn’t have to keep increasing rates and will soon take rates down…that will be a buy signal for markets.’ (story link) — Bill Ackman One of the clearest signals that the Fed has reached it … Continue reading →

Within the next 60 to 90-days, we expect: Ten-year Treasury Rates to pause and then fall. The US Dollar to fall. Risk Assets to rally – Growth stocks with cash flow, Bitcoin & Ethereum to rally. Money flows to shift … Continue reading →

Risk management tactics are both traditional and in presenting Nationally over about 15 years, I heard of a number of non-traditional risk management tactics. Traditional for traders often involves stop loss orders. Traditional risk management for long term, passive investors … Continue reading →

CMF showing some interesting accumulation going on.