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 them. Yes, sure they could go lower, but are they going out of business? A high probability statement – they are not. Nothing is certain except – what, death and taxes? I believe in reincarnation and tax havens.

Here are five tiny miners LOTM considers Dirt Cheap.

• Vizsla Silver (VZLA)* $1.21 Market cap $189.1 Million / Enterprise Value $180.6 million

Perhaps the hottest discovery company in the world for high grade silver at depth and width. 1,000 oz discoveries at width are common. 1,000 is a kilo. In the September 9^th announcement they found almost 3 kilos in a ton of rock. Bonanza grade! Vizsla is an exploration company with production at least three years forward. That’s ok. Silver in the ground is not that different than silver in a safe. Resource report coming before year end is expected by LOTM to be Excellent. Now being consider a possible number one silver resource globally. A LOTM: Ten under $10 for the Double holding. Continue reading →

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 interested in receiving the active link version, please send an email to money@LivingOffTheMarket.com with traders resource in the subject line. I will get you the version with active links. Continue reading →

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 can keep and continually check for the timing of ETFs in groups that LOTM favors at this time. Continue reading →

Gatos Reports Record Quarterly Production for the Third Quarter of 2022,

Increases Production Guidance and Lowers Cost Guidance for 2022.

Continue reading →

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. Continue reading →

• 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 oil and gas any time soon. Supply constraints from USA regulations, a war that is sucking energy and limiting global supply, combined with last week’s OPEC reducing production because the USA foreign policy blunder in favoring Iran over Saudi Arabia, tells me oil and gas pricing is cheap at its current level. Industrial production curtailments of steel, aluminum smelters, and Petrochemical (BASF) production curtailments in Germany is creating more bottlenecks and shortages. Continue reading →

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 supporting evidence includes:

• A decade of under investment in mining and fossil based energy development.
• Environmental, social, Government (ESG) and media pressure to restrict development of mining and drilling (holding back supply).
• Government legislated demand for mined and drilled physical products.
• It takes years and sometimes decades to bring on new supplies of physical assets.
• This bottleneck of restricted supply and legislated demand, creates a bottle neck that will not soon be resolved.

Continue reading →

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.

Continue reading →