LOTM NOTES: March 10 ‘25

  • Growth of Blockchain might surprise you!
  • Silver Price Breakout Soon?

Those who read us know we have taken a barbell approach to the market. On one end of the barbell, we have a value perhaps even a deep value view that gold and silver miners are “the” most undervalued sector of the market. While physical metal prices are firm and in a bull market Gold and Silver “miners” are underperforming the rally in physical metals. Because physical gold and silver prices are high, cash flows at many producing miners are extremely strong.

Silver Price Breakout Soon?

Silver especially is cheap compared to gold. The silver to gold ratio is around 90 to one. This means it takes 90 ounces of silver to buy one ounce of gold. Historically this number has been around 15 ounces of silver to buy one ounce of gold in Continue reading

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LOTM NOTES: March 7th 2025

Five Actionable Gold and Silver Mining Stories

A graph with green and red lines

AI-generated content may be incorrect.

Chart above is Physical Gold sourced from Finviz.com

I: Silver One (SLVRF*) $0.18 – Exploratory stage

Silver One advances Candelaria & Phoenix Silver projects, eyes growth & new partnerships
Six Minute Update with the CEO of Silver One – dated March 3, 2025

Silver One is an exploratory mining business. Continue reading

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LOTM NOTES #2 March 4th ‘25

Analysts’ projected price targets for LOTM Crypto Companies of Interest

A screenshot of a phone

AI-generated content may be incorrect. A screenshot of a graph

AI-generated content may be incorrect. A screenshot of a screen

AI-generated content may be incorrect. Continue reading

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LOTM NOTES #2 2.11.25

Junior Miners Catching a Bid

West Red Lake Gold (WRLGF*)
I-80 Gold (IAUX*)
Avino Silver & Gold (ASM*)
Aya Gold & Silver (AYASF*)
FLASH NEWS: Hot Chili (HHLKF*) – Major Cu-Au Porphyry Discovery. Expand potential.

We are sharing a few charts illustrating that Junior Miners are catching a bid. If you want levels of safety (as in cash flow) the we have two ideas that are beginning new cash flows in 2025. Some of the higher risk but high potential movers would be exploration stage miners who are a few years away from production.

We are showing multiple technical indicators that help illustrate accumulation that is building in the shares of these companies. NOTE: These are small illiquid companies that traditional trading (stop loss) tactics don’t work. Consider that you are buying companies, and you like the prospect of the company longer term and hope you get a big run short term. If you want in & out trading look to the bigger producing names in the mining sector. Continue reading

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LOTM Notes Sunday February 2nd 2025

  • The Best Global Country Equity Markets (2025) – A system to work country finds for performance.
  • Follow-up on MEXX (2-x Levered Mexican ETF) and TV (Grupo Televisa*)

A table with numbers and percentages

AI-generated content may be incorrect. Continue reading

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LOTM Note: Jan 20, 2025

We are very close to crossing the line to a Debt Based Spiral

The Bond market, globally, is about four times larger than the global equity Markets. What happens in the debt impacts the equity markets.

The Federal Reserve has lowered interest rates in 2024 however the interest rates on US Ten-year Treasuries have risen. This increase in “market rates” is influencing the strength of the US Dollar. It is causing the US Dollar to rise. The majority of debt globally is priced in the US Dollar. Debt outside the USA, priced in US$ must be paid in US$ so there is a scrabble to gather US$s. Local currencies outside the USA fall as the US$ rises, so the cost to service debt rises when priced in local currencies. The scramble for US$ by debtors outside the USA pushes the US$ higher as seen in the chart below. The October 2024 to present time period is referenced. Continue reading

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LOTM – Let’s Make a Million$ Update January 20th, 2025

  • Account I – Single stock account. This simply means we might go down to one single stock position on our path to compounding to One Million$ value. Currently the account has four positions. The timeline goal is one double a year for the account.
  • Account II – ZTA – Multi-position focused Portfolio Account

I: Make a Million$ Club (M&M Club)

Goal: Achieve 11 doubles, at a rate of one per year to build the account above $1 million dollars after tax.
Starting Date: July 22, 2022
Starting Amount: $1,000 with no money added. For your personal account, contributions to the account will increase the rate of compounding. We are big fans of dollar-cost-averaging – even if trading. Catching a long-term trends is how we go about creating wealth.  
Perspective: The mental perspective for this account, the money at risk is what you have contributed. The rest is score keeping in the Game of Doubling. Patrick Ben-David provides the game outline – LOTM provides the ideas for the double. Our LOTM goal is to profile for Companies/Stocks that are in position to double in price within a one year time-line. Getting you to trust the process is one of our goals. Many times we buy when the market has hate, fear or apathy towards our ideas. Ride the trend as long as you can is our by line.

Continue reading

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LOTM Notes 12/28/24: Birth of a New Monetary System

  • Preparatory Actions supporting the view that a new monetary system is close to being introduced.
  • Three separate interviews suggesting a change of rules is about to happen with the incoming Administration.

LOTM has accepted the position as stated below:

“We believe we are experiencing a once-in-a-generation global shift in the market from fiat money controlled by government central banks to network-based money, more commonly called ‘cryptocurrency,’ with this transition still in the early stages.” Continue reading

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