Author Archives: Tom

Gold Miners are historically cheap based on Gold Miners price to the price of Physical Gold Bullion. Gold miners are also historically cheap on a Value Basis when viewed from the cash flow and Price/Earnings ratio, perspective.

The market is in a bit of a mixed performance zone.

From a momentum and technical perspective, it is too early to buy AU. From a fundamental and value perspective we consider AU an aggressive buy recognizing the stock is very volatile. Prices of physical gold and silver are elevated at … Continue reading →

     Consider Bill Hwang’s firm, Archegos, $20 billion dollar margin call a wake-up call. We still do not know all the repercussions of these events as it is still unfolding. Be careful. Reduce margin debt if you are able. … Continue reading →

Best Gold & Silver Ideas It does not take much analyzing to determine that we like commodities. We have a lot of Oil & Gas, Precious and non-precious metals. We also have exposure to Blockchain/Crypto in MKTY and Galaxy Digital … Continue reading →

We currently own two the companies above. Mechanical Technology (MKTY) and Galaxy Digital (BRPHF)

When the company, Galaxy Digital (BRPHF), is mentioned, Co-Founder Mike Novogratz name comes to mind. It is certainly mentioned the most in context with Galaxy Digital. Novogratz was a partner at Goldman Sachs, before becoming a Partner and President of … Continue reading →

Be careful. Looks like a Dead Cat Bounce in the NASDAQ 100.